Shawna Ford
Glenpool,OK
Summary
Resourceful Loan Assistant known for high productivity and efficient task completion. Possess specialized skills in loan processing, compliance adherence, and customer service management. Excel in communication, problem-solving, and time management, ensuring smooth loan operations and positive client experiences.
Overview
17
17
years of professional experience
Work History
Loan Assistant
Mabrey Bank
Bixby, Oklahoma
06.2008 - Current
- Examined and verified information in loan application and closing documents.
- Responded to inquiries from clients and lenders regarding loan status.
- Maintained updated records of customer account activities.
- Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
- Conducted quality control checks on completed loans prior to disbursement.
- Maintained client files and ensured compliance with lending regulations.
- Worked with third-party vendors to address and clear loan closing requirements.
- Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
- Participated in training sessions designed to increase knowledge about banking procedures, laws, and regulations pertaining to lending practices.
- Established strong relationships with clients through frequent communication about their accounts.
- Reviewed customer accounts to determine on-time payments and loan terms compliance.
- Assembled and compiled documents for loan closings.
- Worked closely with loan officers to ensure timely completion of all necessary paperwork associated with each transaction.
- Scanned and uploaded loan and related documents into system.
- Coordinated appraisal orders and obtained necessary title work for loan processing.
- Followed bank policies as well as FLP, HMDA and TRID requirements.
- Provided quotes and loan status updates to clients in a timely manner.
- Identified and resolved issues that arose during the loan application process.
- Actively participated in weekly team meetings to discuss progress on projects.
- Monitored loan progress from application to closing, keeping all parties informed.
- Updated loan officers on changes in lending regulations and compliance requirements.
- Assisted customers with loan-related inquiries and requests for information or documentation.
- Provided administrative support to loan officers, including scheduling and document management.
- Answered customer phone calls regarding loan status, payment schedules, and other general inquiries.
- Accepted payment on accounts.
- Answered questions and advised customers regarding loans and transactions.
- Review lending officers past due list.
- Review lending officers NSF list.
- Provide internal help to less seasoned loan assistants.
- Keep up on all financial information tracked on loans per loan policy.
- Provide support to multiple lending officers.
Education
High School Diploma -
Oilton High School
Oilton, OK05-2002
Skills
- Loan processing
- Document verification
- Regulatory compliance
- Customer inquiries
- Problem resolution
- Account monitoring
- Cash handling
Timeline
Loan Assistant
Mabrey Bank
06.2008 - Current
High School Diploma -
Oilton High School