Tara Trainor
Bristol,PA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
Work History
Transaction Coordinator/Conveyancer
Jim Roche Real Estate -KW Philly
2022.10 - Current
- Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly
- Facilitated successful closings by coordinating with escrow officers, lenders, inspectors, appraisers, and other professionals involved in the process
- Implemented new software tools for streamline project management, increasing efficiency in task completion across teams
- Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose
- Work in partnership with 35+ agents
Bookkeeper
Self Employed
2022.08 - Current
- Supported management by processing invoices and documents with consistent on-time delivery
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols
- Generated detailed financial reports for management review, facilitating informed decisionmaking
- Established QuickBooks accounting system to reflect accurate financial records
Conventional Underwriter
Loandepot
2021.10 - 2022.08
- Created financial strategies to optimize portfolio performance and reduce risk
- Improved overall loan quality through meticulous attention to detail and adherence to underwriting guidelines
- Conducted pre-approval reviews of mortgage applications, ensuring accuracy of data entry before submission to underwriting
- Collaborated with loan officers, processors, and other internal stakeholders to ensure smooth workflow and timely closings
Mortgage Processor
Loandepot
2019.11 - 2021.10
- Upheld complete confidentiality of all submitted information according to release guidelines
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered
- Facilitated a positive work environment within the mortgage processing team through active participation in meetings and collaborative problem-solving sessions
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories
Commercial Loan Administrator
First Bank
2017.11 - 2019.11
- Maintained a thorough understanding of commercial lending products and services to effectively address borrower inquiries or concerns
- Monitored pipelines to track and log status of loans
- Enhanced loan processing efficiency by streamlining documentation and data entry procedures
- Developed and maintained relationships with customers, lenders and other third parties
- Assisted customers with completing loan applications and other paperwork
Mortgage Loan Processor
Wells Fargo
2015.07 - 2017.11
- Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase
- Reviewed and validated details of loan applications and closing documentation
- Streamlined client communications by creating an organized system for tracking correspondence and followups
- Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing
Insurance Agent
Cayemitte Group/MBDI
2012.09 - 2015.07
- Identified potential risks in client businesses and recommended appropriate insurance coverage
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements
- Maintained high standards of customer service by building relationships with clients
Administrative Assistant
Modern Group
2012.02 - 2012.06
- Opened and properly distributed incoming mail to promote quicker response to client inquiries
- Processed customer orders accurately and within agreed timeframes to meet service standards
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy
- Liaised between clients and vendors and maintained effective lines of communication
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff
Office Manager
MRG Equipment
2010.10 - 2012.02
- Managed office operations while scheduling appointments for department managers
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs
- Developed and maintained successful relationships with vendors, suppliers and contractors
Mortgage Loan Processor
Xpress Financial
2004.02 - 2007.02
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
- Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation
- Upheld complete confidentiality of all submitted information according to release guidelines
- Verified credit histories, personal references and employment backgrounds for each applicant
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing
Education
High School Diploma -
St. Hubert's High School For Girls
Philadelphia, PA06.2000
Skills
- FHA loan process background
- Word Processing
- Deadline Management
- Decision-Making
- Risk Assessment
- Document coordination
- Proficient in Quickbooks, Microsoft Office
- CRM Tracking
- Customer Service
- Relationship building and management
Timeline
Transaction Coordinator/Conveyancer
Jim Roche Real Estate -KW Philly
2022.10 - Current
Bookkeeper
Self Employed
2022.08 - Current
Conventional Underwriter
Loandepot
2021.10 - 2022.08
Mortgage Processor
Loandepot
2019.11 - 2021.10
Commercial Loan Administrator
First Bank
2017.11 - 2019.11
Mortgage Loan Processor
Wells Fargo
2015.07 - 2017.11
Insurance Agent
Cayemitte Group/MBDI
2012.09 - 2015.07
Administrative Assistant
Modern Group
2012.02 - 2012.06
Office Manager
MRG Equipment
2010.10 - 2012.02
Mortgage Loan Processor
Xpress Financial
2004.02 - 2007.02
High School Diploma -
St. Hubert's High School For Girls
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