Summary
Overview
Work History
Skills
Timeline
CustomerServiceRepresentative

Stacey Weeks

Mortgage Specialist
Logansport,IN

Summary

Dependable and self-motivated professional with 22+ years experience in providing excellent customer service in fast paced and dynamic work environments.

Strong understanding of loan origination, processing, underwriting process, Mortgage lending regulations, and industry best practices.

Although my experience is predominately in the Mortgage Lending Operations,

I am adaptable, receptive to training and an attentive learner.

With my enthusiasm and willingness to acquire new skills I could be a useful asset to your company.

Overview

22
22
years of professional experience

Work History

Mortgage Advisor

Partners Federal Credit Union/ DisneyWorld Resorts
Anaheim, CA
08.2001 - 08.2023
  • Effectively manage a high volume of leads by promptly responding to inquiries, assessing
    borrower needs, and providing appropriate loan solutions.
  • Facilitate the loan origination process from application to closing, ensuring all necessary
    documentation and information are accurately collected and processed.
  • Foster strong relationships with borrowers, real estate professionals, and other stakeholders
    by delivering exceptional customer service and maintaining regular communication
    throughout the loan process.
  • Evaluate loan applications, analyze financial documents, conduct credit assessments, and
    determine the viability of loan requests based on lending criteria.
  • Ensure compliance with all relevant regulatory guidelines, internal policies, and procedures
    while effectively managing risks associated with loan underwriting and portfolio
    management.
  • Stay updated on industry trends, market conditions, and competitive landscape to identify
    new business opportunities and maintain a competitive edge.
  • Collaborate with the sales team, underwriters, and other departments to streamline
    processes, share knowledge, and achieve collective goals.

Skills

  • Proficiency in collecting and assessing financial documents, conducting credit analysis, and making
    informed lending decisions
  • Exceptional verbal and written communication skills, with the ability to clearly explain
    complex concepts and build rapport with clientele and peers
  • Meticulous attention to detail in loan documentation, compliance requirements, and data analysis
  • Effective multitasking and prioritization skills to handle a high volume to meet deadlines and goals
  • Ordering and analyzing of all 3rd party documents required to fulfill loan conditions
  • Comfortable using loan origination software DU/LP , MortgageBot Fusion, and other relevant technology tools

Timeline

Mortgage Advisor

Partners Federal Credit Union/ DisneyWorld Resorts
08.2001 - 08.2023
Stacey WeeksMortgage Specialist