Sheree Malatesta
Westlake,TX
Summary
Highly productive and efficient professional known for accurate and swift task completion. Specializes in risk assessment, regulatory compliance, and customer service management. Excels at communication, problem-solving, and adaptability, ensuring seamless processing and client satisfaction.
Overview
20
20
years of professional experience
Work History
Mortgage Loan Officer
Cardinal Financial
Fort Worth, TX
10.2021 - Current
- Maintained current knowledge of secondary market trends, government programs and other available financing sources.
- Educated customers on various aspects of mortgage financing options available.
- Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
- Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Ensured compliance with all federal, state and local regulations related to mortgage lending.
Account Analyst
American Honda Financial Services
01.2005 - 07.2018
- Performed many job roles spanning from loan originations to collections
- Maintained a great rapport with customers to encourage brand loyalty even during difficult situations
- Remained up to date on all governmental laws and regulations related to finance and consumer privacy
- Maintained 100% audit score on monthly reviews
- Worked with credit bureaus to ensure accurate reporting and to correct inconsistencies
- Participated in multiple committees to identify problems or opportunities to increase efficiency within the department and traveled to present solutions to executives
- Maintained a competitive spirit and broke multiple monthly collection records in multiple departments.
Education
Texas MLO SAFE Requirements -
Allied Real Estate Schools
01.2021
BS Mass Communications -
Texas Wesleyan University
01.2004
Skills
- Analytical Thinking
- Time management abilities
- Reporting and documentation
- Proofreading
- Microsoft Office
- Meticulous attention to detail
- Maintains confidentiality
Timeline
Mortgage Loan Officer
Cardinal Financial
10.2021 - Current
Account Analyst
American Honda Financial Services
01.2005 - 07.2018
Texas MLO SAFE Requirements -
Allied Real Estate Schools
BS Mass Communications -
Texas Wesleyan University
Similar Profiles
Jennifer RitchJennifer Ritch
Construction & Renovation Draw Specialist at Cardinal FinancialConstruction & Renovation Draw Specialist at Cardinal Financial
Christian ElzaChristian Elza
Senior Mortgage Loan Officer at Cardinal FinancialSenior Mortgage Loan Officer at Cardinal Financial
Kenneth McCormickKenneth McCormick
Release Engineer II at Cardinal FinancialRelease Engineer II at Cardinal Financial