Terri Loberg
Petaluma,CA
Summary
Loan Officer Assistant with a proven track record at American Pacific Mortgage Corporation, enhancing the pre-approval process and boosting client satisfaction. Expert in loan processing and documentation review, coupled with exceptional communication and problem-solving skills, I significantly reduced processing times and elevated customer service standards.
Overview
28
28
years of professional experience
Work History
Loan Officer Assistant
American Pacific Mortgage Corporation
2012.05 - 2023.03
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
Loan Processor
Opes Advisors
2010.12 - 2012.05
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Loan Officer Assistant
All California Mortgage, Inc.
1995.05 - 2010.11
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
Education
Bachelor of Arts - Communications
Sonoma State University
Rohnert Park, CA05.1998
Skills
- File Management
- Loan Processing
- Credit
- Documentation Review
- Document Verification
- File processing
- Loan Packaging
- Customer Communication
- Problem-Solving
- Teamwork and Collaboration
- Excellent Communication
- Time management abilities
Timeline
Loan Officer Assistant
American Pacific Mortgage Corporation
2012.05 - 2023.03
Loan Processor
Opes Advisors
2010.12 - 2012.05
Loan Officer Assistant
All California Mortgage, Inc.
1995.05 - 2010.11
Bachelor of Arts - Communications
Sonoma State University
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