Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Tara Warrior

Prairieville,LA
Tara Warrior

Summary

Results-driven loan processor with over 15 years of experience in the mortgage industry and an associate's degree in business. Consistently ranked as a top producer, effectively managing a pipeline of over 75 active loans while working for various brokers and lenders. Expert in reviewing loan files and providing approval/denial recommendations based on extensive knowledge of lender guidelines. Thrives in time-sensitive environments, utilizing exceptional customer service, communication, problem-solving, organizational, and multitasking skills. Works effectively both independently and as a valuable team member.

Overview

14
years of professional experience

Work History

Intuit

Tax Expert
01.2022 - Current

Job overview

  • Ensured positive customer experiences during phone and chat communications.
  • Application of defined practices, procedures, and company policies to troubleshoot, resolve issues and Tax Support
  • Supported individual and business tax clients and prepared simple to complex tax returns
  • Assisted taxpayers with completing forms by furnishing sufficient and accurate information
  • Prepared and filed accurate tax returns, ensuring compliance with current tax laws and regulations.
  • Resolved complex tax return issues by identifying discrepancies and implementing accurate solutions.

William Ravis Mortgage

Mortgage Processor II
04.2021 - 05.2022

Job overview

  • Surpassed company objectives by multitasking effectively and managing a pipeline of 30 - 75 loans for multiple loan officers and wholesale lenders
  • Secured and reviewed condominium and co-op financial documents, analyzed reports, and evaluated income/ asset documentation prior to submitting loan package for approval
  • Verified application compliance with bank, regulatory and investor guidelines
  • Obtained credit reports, land surveys and building appraisals for mortgage loan documentation

Brillient Corporation/SBA

Senior Loan Specialist
03.2020 - 06.2022

Job overview

  • Led a team of 20 loan processors based on the West Coat and trained all personnel on pipeline reporting strategies to improve on-the-job performance and fraud prevention
  • Analyzed 85 customer loan applications daily, reviewed income, credit histories, and made loan approval/ denial recommendations for small business loans
  • Met all productivity goals and won 22 STAR awards, the highest number of awards given to any employee for exceeding expectations and training 500 members of working on the SBA project
  • Understood and observed all commercial lending laws and regulations

Layne Capital Partners

SBA Loan Specialist
02.2018 - 01.2020

Job overview

  • Managed the complete process including organization, review, processing, and closing of 15 SBA loans monthly and audited documents and files for accuracy and compliance
  • Leveraged knowledge of the SBA E-Tran loan servicing portal to submit and modify SBA loans
  • Secured all documentation required to ensure compliance with SBA policies and procedures including UCC reports, finances, and annual reviews
  • Built and maintained strong working relationships with peers in lending, retail banking and other support areas to maximize team efficiency

Gulf Mortgage Group

Mortgage Processor
11.2015 - 02.2018

Job overview

  • Exceeded expectations by managing a high loan volume while reducing processing time by 48%
  • Processed an average of 40 conventional, USDA, VA, FHA, purchase, and refinancing loans weekly
  • Protected the company by performing comprehensive reviews of closing documents to verify compliance with application, underwriting and closing procedures
  • Kept underwriters and loan supervisors informed of deficiencies in applications
  • Prepared mortgage loan files, reviewed applications and identified missing data

Key Mortgage Services

Mortgage Processor
11.2010 - 10.2015

Job overview

  • Produced closing statements and informed borrowers of principal, interest and closing cost information
  • Managed a pipeline of 50+ loans, prepared files, and collaborated with loan officers to provide high-quality service for clients during the mortgage process
  • Minimized financial risks to the company by verifying credit histories, personal references, and employment backgrounds for each applicant
  • Maintained records by sorting, organizing, and filing documents

Education

Arizona State

Associate from Business
06.1996

Skills

  • Mortgage/Consumer loan Processing
  • Credit Analysis and verification
  • State & Federal Tax Preparation
  • Income calculations
  • FHA-USDA-VA-CONV loans
  • Analytical & Critical Thinking Skills
  • Fraud prevention and detection
  • Video & Live Chat communication
  • FNMA Lending
  • Bookkeeping & Data Entry
  • DU & LP underwriting
  • Property-Title Abstract Research

Timeline

Tax Expert

Intuit
01.2022 - Current

Mortgage Processor II

William Ravis Mortgage
04.2021 - 05.2022

Senior Loan Specialist

Brillient Corporation/SBA
03.2020 - 06.2022

SBA Loan Specialist

Layne Capital Partners
02.2018 - 01.2020

Mortgage Processor

Gulf Mortgage Group
11.2015 - 02.2018

Mortgage Processor

Key Mortgage Services
11.2010 - 10.2015

Arizona State

Associate from Business
Tara Warrior