Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
Shawna Briner

Shawna Briner

Morrisville,MO

Summary

Knowledgeable and efficient professional with extensive experience in financial industry. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs.

Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.

Overview

18
18
years of professional experience

Work History

Hybrid LOA Processor

Movement Mortgage
10.2021 - Current
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Managed 3-4 loan officers pipelines with 100% target processing goals.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.
  • Utilized loan origination software to process and track loan applications.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.

Head Cheerleading Coach

Marion C. Early Schools
05.2023 - Current
  • Manages 25 team Cheer Squad for Middle and School.
  • Planned and directed physical conditioning programs to enable athletes to achieve maximum performance.
  • Adjusted coaching techniques based on strengths and weaknesses of athletes.
  • Taught cheerleaders safety and proper stunting and tumbling techniques through proper demonstrations.
  • Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
  • Evaluated individual knowledge, skills, and strengths, and assigned team positions to maximize talent areas.
  • Prepared athletes for special competitions and tournaments.

Loan Officer Assistant

Fairway Independent Mortgage
02.2021 - 09.2021
  • Answered inquiries and provided superior customer service to clients.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Worked with 5 Loan Officers to create application profile in system and review key information at various stages within process.

Finance Manager

Pittbull Powersports
03.2020 - 02.2021
  • Managed 3 stores finance departments.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Researched and facilitated software integration to streamline accounting and financial processes.

Premier Banking Specialist

Commerce Bank
09.2005 - 03.2020
  • Opened new accounts and made changes to existing accounts.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Identified customer desires and goals through needs-based sales tactics.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Increased company revenue 17% by selling various investment products.
  • Worked with diverse product development teams to create software for qualitative structured solutions to validate and model emerging markets.

Education

High School Diploma -

Marion C. Early
Morrisville
05.2004

Skills

  • Attention to Detail
  • Teamwork and Collaboration
  • Critical Thinking
  • Interpersonal Communication
  • Discrepancy Research and Resolution
  • Multitasking and Organizing
  • Employee Training
  • Document Review

Additional Information

Holds licenses in Life and Health Insurance as well as Mortgage.

Timeline

Head Cheerleading Coach

Marion C. Early Schools
05.2023 - Current

Hybrid LOA Processor

Movement Mortgage
10.2021 - Current

Loan Officer Assistant

Fairway Independent Mortgage
02.2021 - 09.2021

Finance Manager

Pittbull Powersports
03.2020 - 02.2021

Premier Banking Specialist

Commerce Bank
09.2005 - 03.2020

High School Diploma -

Marion C. Early
Shawna Briner