Stephanie Hermosillo
Westminster,CO
Summary
Experienced Lending Assistant with expertise in loan processing and customer service. Proficient in lending procedures, regulatory compliance, and risk management. Skilled at fostering strong relationships with clients and colleagues, leading to enhanced operational efficiency. Successful in optimizing loan application processes for improved customer satisfaction and business performance.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Senior Lending Assistant
Independent Financial
Denver, CO
08.2021 - Current
- Loan preparation: Works alongside the title company to review Deeds of Trust to ensure an accurate and smooth closing process. Research due diligence items such as UCC filings, O&E reports, environmental records search, surveys, flood search, property taxes, appraisal review, and ensure accurate insurance coverage is in place.
- Loan document preparation: Reviewing loan documentation for compliance with lending regulations alongside in-house and private attorneys.
- Loan closing: Coordinating closings with title companies, borrowers, and lenders. Responsible for loan booking.
- Customer Service: Assists clients with their banking needs, advises on cash flow services, reviewing overall banking relationships to deepen and retain. Collects business financials for covenant testing.
- Support in the management, servicing, and retention of a 95MM lending portfolio to ensure continued success.
- C&I, CRE, SBA, AG, COMM Land/Lot Lease, Partner buyout
Licensed Relationship Banker
JPMorgan Chase
Westminster, CO
03.2010 - 08.2021
- Guided top-tier customers in navigating loan and account procedures.
- Effectively delivered personal and business financial counseling services, cultivating strong connections with both new and established clients to ensure utmost satisfaction and retention.
- Partnered with a financial advisor to help establish retirement planning, asset management, and legacy planning.
- Crafted personalized pipeline reports for clientele, resulting in enhanced client satisfaction.
- Teamed up with mortgage experts to aid customers in obtaining homeowner status as well as securing mortgage or HELOC financing.
- Small Business Specialist.
- Provide exceptional service while addressing account and service concerns.
Administrative Assistant
American Home Mortgage
Boulder, CO
- Create, assemble, and distribute marketing material to area Realtors, Home Builders, and area businesses. Copy, collate, and package consumer home loan documentation. Handle and keep confidential, sensitive financial customer information, including salary, investment, homeownership, and retirement information. Attended international finance conference which included hosting financial lenders from Russia, teaching them how to start, own and run a mortgage company.
Education
High School Diploma -
Legacy High School
Broomfield, CO05-2007
Liberal Arts And General Studies
Front Range Community College
Westminster, COSkills
- Regulatory Compliance
- Reporting and documentation
- Banking operations knowledge
- Problem resolution
- Business operations
- Budgets
- Communications
- Customer service
Certification
- FINRA Series 6
- SIE
- Colorado life and health Insurance
- NMLS
- Notary Public
Affiliations
- JPMORGAN securities LLC
Timeline
Senior Lending Assistant
Independent Financial
08.2021 - Current
Licensed Relationship Banker
JPMorgan Chase
03.2010 - 08.2021
Administrative Assistant
American Home Mortgage
High School Diploma -
Legacy High School
Liberal Arts And General Studies
Front Range Community College