Summary
Overview
Work History
Education
Skills
Timeline
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Tamara Hageman

Los Angeles,CA

Summary

Focused Mortgage Loan Assistant with 20 years of hands-on experience completing various administrative tasks to assist in preparing loan documentation, including coordinating and monitoring client files and collecting necessary paperwork from borrowers. Proficient in various loan operating systems paired with in-depth knowledge of loan rules and regulations. Team player and quick learner comfortable easily adapting to changing priorities.

Overview

13
13
years of professional experience

Work History

Mortgage Loan Assistant

US Bank/Union Bank
Studio City, CA
09.2020 - 07.2023
  • Reviewed loan applications and supporting documents to ensure accuracy and completeness.
  • Assisted borrowers in completing the mortgage loan application and gathering necessary documentation.
  • Researched, analyzed, and verified customer credit data from various sources.
  • Monitored loan processing activities to ensure timely completion of mortgage loans.
  • Served as a liaison between customers, lenders, underwriters, title companies, real estate agents, appraisers.
  • Provided support to borrowers with questions or concerns throughout the mortgage process.
  • Maintained updated knowledge of industry standards related to mortgage lending practices.
  • Compiled loan files for submission to underwriting department for approval and denial decisions.
  • Managed customer relations while maintaining confidentiality of client information.
  • Coordinated document signing appointments with appropriate parties in accordance with state guidelines.
  • Kept track of each loan from application to funding.
  • Reached out to applicants to verify details and obtain additional information.

Caregiver

Private Party
Simi Valley, CA
02.2019 - 09.2020
  • Assisted elderly clients with activities of daily living such as bathing, dressing and grooming.
  • Transported clients to doctor appointments and other errands using wheelchair accessible vehicles.
  • Prepared meals according to dietary requirements and assisted with feeding when necessary.
  • Administered prescribed medications on a timely basis following care plan instructions.
  • Maintained accurate records of services provided, changes in client condition, medications administered and other pertinent information.
  • Provided emotional support for clients who were experiencing depression or anxiety due to their illness or disability.
  • Performed light housekeeping tasks related to the client's care such as laundry and changing linens.
  • Observed changes in behavior or physical condition that may require medical attention and reported them promptly to supervisor.
  • Supported bathing, dressing and personal care needs.
  • Laundered clothing and bedding to prevent infection.

Loan Officer Assistant

Wintrust Mortgage
Sherman Oaks, CA
08.2017 - 09.2018
  • Input data into loan origination system accurately and timely.
  • Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
  • Answered questions regarding loan status and process from customers, real estate agents, title companies.

Administrative Assistant

Provident Bank Mortgage
Westlake Village, CA
06.2013 - 03.2017
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Prepared expense reports on behalf of executives in accordance with company policies and procedures.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Coordinated appointments, meetings and conferences.

Loan Officer Assistant

PNC Bank
Simi Valley, CA
10.2010 - 06.2013
  • Input data into loan origination system accurately and timely.
  • Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
  • Answered questions regarding loan status and process from customers, real estate agents, title companies.

Education

High School Diploma -

Simi Valley High School
Simi Valley, CA

Skills

  • Regulatory Compliance
  • Microsoft Office
  • Appointment Scheduling
  • Teamwork orientation
  • Credit evaluation
  • Interpersonal Communication
  • Multitasking
  • Time Management
  • Data Entry
  • Relationship Building
  • Organizational Skills

Timeline

Mortgage Loan Assistant

US Bank/Union Bank
09.2020 - 07.2023

Caregiver

Private Party
02.2019 - 09.2020

Loan Officer Assistant

Wintrust Mortgage
08.2017 - 09.2018

Administrative Assistant

Provident Bank Mortgage
06.2013 - 03.2017

Loan Officer Assistant

PNC Bank
10.2010 - 06.2013

High School Diploma -

Simi Valley High School

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Tamara Hageman