Detail-oriented and customer-focused professional with over several years of experience in the financial services industry. Eager to utilize strong organizational skills, comprehensive knowledge of loan processes, and exceptional customer service abilities to support loan officers and contribute to efficient loan processing and client satisfaction.
Overview
22
22
years of professional experience
Work History
LOA/Processor
United Direct Lending
01.2023 - Current
Prepare and organize loan application documents
Ensure all required paperwork is completed and filed accurately
Collect, review, and verify borrower information and documentation
Enter borrower information into loan processing systems
Update and maintain accurate records in the loan origination system
Respond to client inquiries via phone, email, or in-person
Provide updates to clients on the status of their loan applications
Schedule appointments and follow-ups with clients
Work closely with loan officers, underwriters, and other team members
Coordinate the collection of additional information or documents from clients
Communicate with third parties, such as appraisers, title companies, and insurance agents.
Divisional Coordinator
Caliber Home Loans
01.2016 - 01.2023
Oversee and coordinate administrative activities within the division, ensuring smooth operations and adherence to company policies and procedures
Manage communication channels between divisional teams and upper management, facilitating information flow and decision-making processes
Develop and implement efficient workflows and processes to streamline operations and enhance productivity
Coordinate divisional meetings, prepare agendas, and distribute minutes to ensure alignment and accountability across teams
Monitor divisional budgets and expenses, identifying cost-saving opportunities and optimizing resource allocation
Act as a liaison between divisional staff and HR department, handling employee relations matters, performance evaluations, and training initiatives
Support the divisional head in strategic planning, goal setting, and performance tracking, contributing to overall organizational objectives
Conduct research and analysis on industry trends and competitors to provide insights and recommendations for divisional growth and improvement.
Executive Assistant
Recording Media & Equipment
01.2003 - 01.2016
Provided comprehensive administrative support to senior management, including calendar management, travel arrangements, and expense reporting
Coordinated meetings and conferences, prepared materials, and handled logistics to ensure smooth event execution
Managed correspondence, emails, and phone calls, responding promptly and professionally to inquiries and requests
Maintained office supplies inventory, ordered supplies as needed, and ensured office equipment functionality
Assisted in the preparation of presentations, reports, and documentation for internal and external stakeholders
Collaborated with cross-functional teams to support project initiatives and meet deadlines effectively.
Education
AS (Business Management) -
Broward College
01.2024
High School Diploma -
Academy Of Pinecrest
01.2000
Skills
Strong organizational and time management skills
Excellent communication and interpersonal abilities
Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook)
Detail-oriented with a focus on accuracy and quality
Ability to multitask and prioritize tasks effectively
Proactive problem-solving and decision-making skills
Team leadership and collaboration skills
Mortgage Loan Software
Application Process Management
Credit Reports
Employment Verification
Document Management
Title Research
Loan Servicing
Timeline
LOA/Processor
United Direct Lending
01.2023 - Current
Divisional Coordinator
Caliber Home Loans
01.2016 - 01.2023
Executive Assistant
Recording Media & Equipment
01.2003 - 01.2016
AS (Business Management) -
Broward College
High School Diploma -
Academy Of Pinecrest
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