Stephanie Cole
Post Falls,ID
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Overview
12
12
years of professional experience
Work History
Mortgage Loan Officer Assistant
PNC Financial Services Group Inc
06.2019 - Current
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Filed completed loan applications with underwriting.
- Reviewed and validated details of loan applications and closing documentation.
- Cultivated productive relationships with clients, realtors and title/escrow officers to expand customer base.
- Assembled important paperwork and disclosures for borrower.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Communicated with customers daily to request information and complete paperwork.
Mortgage Loan Officer Assistant
First Tech Federal Credit Union
12.2015 - 06.2019
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
- Set up files using loan officer checklist and submitted on-time to Underwriting for processing.
- Compiled sales leads and managed contacts with Lead Mailbox/Salesforce.
- Communicated with customers daily to request information and complete paperwork.
- Cultivated productive relationships with clients, realtors and title/escrow officers and maintained continual repeat customer base.
Assistant Manager
First Tech Federal Credit Union
07.2011 - 12.2015
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
- Monitored security and handled incidents calmly.
- Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
Education
Associate of Arts - General
Bellevue Community College
Bellevue, WA08.2008
Skills
- Business Development
- Customer Transactions
- Document Verification
- Customer Satisfaction
- Contacting Borrowers
- Microsoft Office
- Reviewing Credit Information
- Financial Transactions Expertise
- Customer Relations
- Product Knowledge
- Loan File Review
- Desktop Underwriter
Timeline
Mortgage Loan Officer Assistant
PNC Financial Services Group Inc
06.2019 - Current
Mortgage Loan Officer Assistant
First Tech Federal Credit Union
12.2015 - 06.2019
Assistant Manager
First Tech Federal Credit Union
07.2011 - 12.2015
Associate of Arts - General
Bellevue Community College
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