Stephanie Borte
Moyock,NC
Summary
Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions. 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. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Mortgage Loan Officer Assistant
Supreme Lending
10.2022 - 06.2024
- Managed a pipeline of mortgage applications, maintaining accuracy and prioritizing urgent cases.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Continuously expanded knowledge of various mortgage products and lending guidelines to provide clients with the best possible solutions for their needs.
Mortgage Loan Processor
Townebank Mortgage
09.2021 - 08.2022
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Obtained and processed information for upfront underwriting approval/denial
- Handled Conventional, VA, USDA and FHA loans.
Mortgage Loan Processor
Movement Mortgage
08.2020 - 09.2021
- Prepared file for final clear-to-close by branch management.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
- Communicated with originator and applicant concerning progress of loan file.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Reduced loan application errors by implementing a thorough quality control process for all submitted applications.
- Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
Mortgage Loan Officer
Navy Federal Credit Union
09.2019 - 08.2020
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Insurance Producer
Nationwide Insurance Agency
03.2016 - 09.2019
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Worked in high-volume, competitive sales environment.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
Education
No Degree - Business Administration And Management
Tidewater Community College
Norfolk, VASkills
- Document Review
- Credit
- Credit analysis
- Risk management assessments
- Loan Origination
- Loans
- Loan Processing
- File processing
- Loan Servicing
- Document Verification
- Documentation Review
Timeline
Mortgage Loan Officer Assistant
Supreme Lending
10.2022 - 06.2024
Mortgage Loan Processor
Townebank Mortgage
09.2021 - 08.2022
Mortgage Loan Processor
Movement Mortgage
08.2020 - 09.2021
Mortgage Loan Officer
Navy Federal Credit Union
09.2019 - 08.2020
Insurance Producer
Nationwide Insurance Agency
03.2016 - 09.2019
No Degree - Business Administration And Management
Tidewater Community College
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