Excel
Stephanie Benevides
Summary
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. Hardworking and passionate job seeker with strong organizational skills eager to secure Financial Analyst position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work History
Loan Document Specialist
Navigant Credit Union
Smithfield, RI
03.2022 - Current
- Used Adobe, Loan Director, V-drive, Microsoft, DNA and outlook.
- Called vendors ranging from dealerships, members, different companies.
- Assisted loans as they come through going through credit application, collateral, the loan calculations, then submitting to workflow.
- Needed to be good with numbers to run through calculations to make sure all numbers aligned with LAW contract.
- Collected all documents needed for each loan package and ensured signatures are on necessary docs.
MSR1
Navigant Credit Union
Cumberland, United States
07.2021 - 03.2022
- Balanced being a teller while working on the desk side.
- Originating loans and sending them for review/ approval.
- Calling different vendors and helping members with financial issues.
- Working as a teller assisting members in their transactions.
- Helped with depositing/withdrawing money.
- Sharing new products to help financially improve their lives.
Junior Processor
Alltrust Credit Union
New Bedford, MA
04.2021 - 06.2021
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Utilized loan origination software to process and track loan applications.
- Dealt with finances of the loan.
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
Junior Loan Officer
Movement Mortgage
Braintree, MA
08.2020 - 03.2021
- Reviewed, processed, help assist closings, and administered customer loan proposals.
- Called vendors (title and insurance companies), and customers.
- Ordered titles and documents for the loan to be approved and ready.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
Education
High School Diploma -
Cumberland Highschool
Cumberland, RI 09.2016 - 05.2020
No Degree - Healthcare Administration
Rhode Island College
Providence, RI 05.2001 -
Skills
Flexible and Adaptable
Multitasking Abilities
Attention to Detail
Teamwork and Collaboration
Organization and Time Management
Skilled in Adobe, Microsoft, Excel, etc
Quality Management
Standard operating procedures
Data accuracy
Document organization
Software
Adobe
DNA
Microsoft
PCL
DocuSign
Google Worksheets
Interests
Portuguese Rancho Dancing
Cheerleading Coach
Timeline
Loan Document Specialist
Navigant Credit Union
03.2022 - Current
MSR1
Navigant Credit Union
07.2021 - 03.2022
Junior Processor
Alltrust Credit Union
04.2021 - 06.2021
Junior Loan Officer
Movement Mortgage
08.2020 - 03.2021
High School Diploma -
Cumberland Highschool
09.2016 - 05.2020
No Degree - Healthcare Administration
Rhode Island College
05.2001 -