Tasha Wallace
Paso Robles,CA
Summary
Dedicated professional with extensive experience collaborating with clients, promptly identifying needs, and recommending products and services to accomplish overall goals. Strong communicator, as well as team player, equipped for fast paced work and changing daily needs. Focused on delivering outstanding customer care. Highly qualified individual excited to join a company that allows for growth and contributions to the company's success. Seeks out opportunities to go beyond basics, improve processes, and increase customer satisfaction.
Overview
13
13
years of professional experience
Work History
Senior Mortgage Loan Processor
Gold Standard Mortgage
Atascadero, CA
07.2022 - Current
- Evaluated approvals against established bank and government lending standards.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
Closing Associate III
Bay Equity Home Loans
09.2019 - 02.2022
- Supports operations by completing assignments with strong focus on quality and performance
- Carries out high-quality work with little oversight
- Documents needs list from loan team and activities to maintain current Encompass tracking
- Manages daily tasks consistently and sought out opportunities to go beyond requirements and support business targets
- Collaborates well with team members to carry out daily assignments and achieve team targets
- Satisfies customers by delivering speedy and expert service for all loan needs.
Personal Banker III / Account Specialist
U.S. Bank
02.2018 - 01.2019
- Engaged clients with a positive, enthusiastic, and professional approach, building strong relationships with decision-makers
- Identified the needs of clients by understanding business requirements, goals, and strategic direction and providing roadmaps for growth through multiple platform programs
- Educated clients on various financial matters and provided professional recommendations in investment opportunities, products, and service based on each individual clients needs.
Transaction Coordinator
Guild Mortgage
05.2016 - 10.2017
- Assessed customer account histories to determine previous compliance with payments and loan terms
- Filed completed loan applications with underwriting and made approval or denial recommendations
- Produced and submitted completed loan packages to title and escrow professionals
- Responded to customer issues and resolved concerns by leveraging expert Mortgage knowledge, consulting with outside vendors to identify and resolve loan closing issues
- Maintained Mortgage Pipeline with Loan Officer to meet closing dates, and goals.
Business Development and Marketing Manager
K2GC Incorporated
05.2013 - 10.2016
- Managed SEO activities by engaging expertise
- Contributed to strategy meetings to increase awareness of company and attain greater brand recognition
- Built new marketing department by networking with prospects, developing business proposals, and building lasting relationships
- Assisted with branding, advertising, trade shows, and company events
- Promoted culture within company that identified everyone as brand ambassador when interacting with public, customers, and business partners.
Senior Mortgage Loan Processor
W.J. Bradley Mortgage
01.2010 - 08.2013
- Met targets consistently by working hard and with strong attention to detail
- Verified credit histories, personal references, and employment backgrounds for each loan applicant
- Reviewed and validated details of loan applications and closing documentation
- Assessed customers account histories to determine previous compliance with payment plans and loan terms
- Filed completed loan packages to underwriting running LP or DU to complete loan qualification determination
- Worked with Tile and Escrow to open escrow
- Ordered appraisals
- Maintained pipeline to meet timely closing dates.
Education
High School Diploma - General Education
Antioch High School
Skills
- Self Motivated and Skilled in Orchestrating Tasks to Achieve Loan Goals
- Dedicated Team Player, Committed to Providing High Quality Support
- Excellent Problem Solving Skills at All Levels, with a Keen Eye for Detail
- Coordinate Closings to Meet Strict Timelines
- Production and Maintenance of Million Dollar Pipelines
Timeline
Senior Mortgage Loan Processor
Gold Standard Mortgage
07.2022 - Current
Closing Associate III
Bay Equity Home Loans
09.2019 - 02.2022
Personal Banker III / Account Specialist
U.S. Bank
02.2018 - 01.2019
Transaction Coordinator
Guild Mortgage
05.2016 - 10.2017
Business Development and Marketing Manager
K2GC Incorporated
05.2013 - 10.2016
Senior Mortgage Loan Processor
W.J. Bradley Mortgage
01.2010 - 08.2013
High School Diploma - General Education
Antioch High School