Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tia Puryear

Louisville,KY

Summary

Talented Loan Officer with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Mortgage Loan Originator

Smith Broady & Associates
09.2023 - Current
  • Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
  • Improved client satisfaction rates by providing timely communication and updates on loan statuses.
  • Streamlined the loan origination process with thorough pre-qualification assessments, resulting in faster decisionmaking.
  • Assisted clients in understanding complex mortgage terms, facilitating informed decisions about their financing options.
  • Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
  • Conducted borrower interviews to gather necessary information and documentation for loan applications.

Owner

Puryear Accounting Solutions
09.2018 - Current
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
  • Streamlined payroll processing by implementing an automated timekeeping system.

Finance Manager

Grandan Homes
01.2018 - Current
  • Streamlined loan approval processes for enhanced customer experience and faster turnaround times.
  • Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
  • Enhanced dealership sales by providing comprehensive financial solutions to customers seeking mortgage loans.
  • Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during sales negotiations.
  • Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
  • Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.
  • Compiled closing packages for drafting and presentation accuracy.

Contract Finance Specialist

General Electric
08.2013 - 09.2018
  • Improved financial performance by streamlining budgeting processes and implementing cost-saving measures.
  • Provided accurate financial forecasts for management, aiding in strategic decisionmaking.
  • Reduced financial risk with thorough analysis of potential investments and market trends.
  • Enhanced financial reporting accuracy, implementing new software tools and efficient data management systems.
  • Increased cash flow by optimizing accounts receivable and payable processes.
  • Assisted in successful audits by maintaining detailed documentation and providing timely responses to auditor inquiries.

Education

Bachelor of Science - Finance

Sullivan University
Louisville, KY
05.2015

Skills

  • Referral Generation
  • Document Preparation
  • Underwriting Guidelines
  • Pipeline Management

Certification

  • Licensed Property & Casualty Insurance Agent (IN & KY)

Timeline

Mortgage Loan Originator

Smith Broady & Associates
09.2023 - Current

Owner

Puryear Accounting Solutions
09.2018 - Current

Finance Manager

Grandan Homes
01.2018 - Current

Contract Finance Specialist

General Electric
08.2013 - 09.2018

Bachelor of Science - Finance

Sullivan University

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Tia Puryear