Detail-oriented Senior Lending Assistant with expertise in loan processing and compliance. Proven ability to streamline workflows and enhance customer satisfaction through effective communication and problem-solving.
Overview
35
35
years of professional experience
Work History
Senior Lending Assistant
PlainsCapital Bank-Willow Park Branch
Willow Park, Tx
05.2013 - Current
Assisted loan officers in processing applications and verifying borrower information for accuracy.
Coordinated communication between clients and underwriters to expedite decision-making processes.
Maintained comprehensive knowledge of lending policies and regulations to ensure compliance.
Streamlined document collection procedures, improving efficiency in loan processing timelines.
Monitored loan status updates and provided timely feedback to customers regarding their applications.
Developed relationships with clients, enhancing customer satisfaction through personalized service and support.
Improved customer satisfaction with prompt service, addressing inquiries and resolving issues in a timely manner.
Coordinated with third-party vendors such as appraisers, title companies, and attorneys to ensure timely completion of loan requirements.
Managed a diverse portfolio of clients while consistently meeting performance goals related to loan production targets.
Participated in industry conferences and networking events to stay informed about trends affecting the lending landscape, applying insights gained toward continuous improvement initiatives within the organization.
Enhanced efficiency through diligent file maintenance, keeping records organized and easily accessible for audits or reviews.
Streamlined lending processes for faster turnaround times, implementing efficient workflows and documentation management.
Supported the successful closing of loans by preparing accurate and timely loan documentation packages.
Maintained strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
Monitored borrower repayment activity, proactively addressing any delinquencies or potential issues before they escalated into significant problems.
Set up files using loan officer checklist and submitted on-time for processing.
Answered inquiries and provided superior customer service to clients.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Assembled important paperwork and disclosures for borrower.
Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
Monitored key dates to obtain information by deadlines.
Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted customers with completing loan applications and other paperwork.
Monitored pipelines to track and log status of loans.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Assistant Vice President
Crockett National Bank
Weatherford, TX
04.2006 - 03.2013
Attended board and committee meetings and took meeting minutes to create detailed records of various meetings and decisions.
Created lending files, credit reports, loan worksheet, processed all loan packages for booking.
Kept exceptions to none, worked past dues and matured loans for renewals or payoff.
Senior Lending Assistant
Texas Bank
Weatherford, TX
10.1991 - 04.2006
Communicated with customers daily to request information and complete paperwork.
Explained very technical financial information to applicants in easy to understand language.
Proactively identified solutions for customers experiencing credit issues.
Identified opportunities to cross-sell and upsell loan products to customers.
Assisted loan officers in processing applications and verifying borrower information for accuracy.
Maintained comprehensive knowledge of lending policies and regulations to ensure compliance.
Streamlined document collection procedures, improving efficiency in loan processing timelines.
Monitored loan status updates and provided timely feedback to customers regarding their applications.
Developed relationships with clients, enhancing customer satisfaction through personalized service and support.
Improved customer satisfaction with prompt service, addressing inquiries and resolving issues in a timely manner.
Coordinated with third-party vendors such as appraisers, title companies, and attorneys to ensure timely completion of loan requirements.
Supported the successful closing of loans by preparing accurate and timely loan documentation packages.
Maintained strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
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.
Answered inquiries and provided superior customer service to clients.
Assembled important paperwork and disclosures for borrower.
Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
Monitored key dates to obtain information by deadlines.
Evaluated loan requests and documents to verify accuracy and completeness.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted customers with completing loan applications and other paperwork.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Education
High School Diploma -
Haltom High School
Haltom City, TX
05-1974
Skills
Documentation revie
Loan processing
File processing
Loan servicing
Document verification
Credit
Loan origination
Loan closing
Loan file review
Multitasking
Loan processing coordination
Loan file maintenance
Timeline
Senior Lending Assistant
PlainsCapital Bank-Willow Park Branch
05.2013 - Current
Assistant Vice President
Crockett National Bank
04.2006 - 03.2013
Senior Lending Assistant
Texas Bank
10.1991 - 04.2006
High School Diploma -
Haltom High School
Awards and acknowledgments
In 2007 I joined the non-profit Zonta Club of Parker County, serving in several positions such as President 2014-2016. Received the Club Woman of the Year in 2013 and 2025 voted no my our clubs fifty members. The past two years I have served as our Area 1 Director for our District 10 Board. Visiting all six clubs in Area 1 reporting back to our District 10 Board.
I began attending ribbon cuttings and working events for the Weatherford Chamber of Commerce in 2006. I continued to be an Ambassador for over ten years and now I am a lifelong Ambassador. I received the award for Ambassador of the Year and served on their Board of Directors for four years.