TARIANN NICLEY
Osteen,FL
Summary
Licensed Mortgage Loan Officer and Office Manager with extensive experience managing high volume loans and enhancing client retention through exceptional service. Proficient in Calyx Software, loan origination, and closing processes, with strong skills in cash flow and pipeline management. Skilled in strategic planning and resolving complex billing disputes, ensuring smooth operations.
Experienced finance professional prepared for role, bringing strong analytical skills and deep understanding of mortgage lending processes. Demonstrates strong focus on team collaboration and consistently achieves results, adapting to changing needs with ease. Well-versed in regulatory compliance, customer service, and loan origination, valued for reliability and ability to drive successful outcomes.
Overview
15
15
years of professional experience
Work History
Licensed Mortgage Loan Officer - Office Manager
Coastal Lending Services
06.2012 - Current
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Managed a high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained detailed aging reports on outstanding balances owed, enabling accurate assessment of company''s cash position at any given time.
- Resolved complex billing disputes between vendors or clients to ensure smooth operations and minimize delays in payment processing.
- Managed a diverse portfolio of accounts, ensuring each client received personalized attention tailored to their unique needs.
- Expanded client base through targeted prospecting and effective lead generation efforts.
Executive Administrative Secretary
Horace Mann Insurance
01.2010 - 01.2012
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Processed eligibility and benefits verification and authorization requests.
- Handled sensitive information with discretion while maintaining confidentiality of executive correspondence, financial records, and personnel matters.
Education
Mortgage Loan Originator - NMLS ID: 1592310 -
Florida State License
Skills
- Calyx Software
- Loan Origination
- Loan Closing Expertise
- Proofreading expertise
- Cash Flow Management
- Pipeline Management
- Strategic Planning
Timeline
Licensed Mortgage Loan Officer - Office Manager
Coastal Lending Services
06.2012 - Current
Executive Administrative Secretary
Horace Mann Insurance
01.2010 - 01.2012
Mortgage Loan Originator - NMLS ID: 1592310 -
Florida State License
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