Valerie Morrison

• 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.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Set up files using loan officer checklist and submitted on-time for processing.
• Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
• Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
• Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities.
• Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
• Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
• Liaised with clients to guide through loan closing process and skillfully handle any concerns.
• Monitored key dates to obtain information by deadlines.
• Streamlined document collection process, making it easier for clients to submit necessary paperwork.
• Enhanced efficiency in loan processing by implementing digital filing system for client documents.
• Enhanced loan application turnaround by meticulously reviewing and submitting documents in timely manner.
• Assisted in reducing application errors, carefully verifying applicant information against required documentation.
• Maintained up-to-date knowledge of lending regulations, ensuring all loan processes complied with federal and state laws.
• Contributed to decrease in loan defaults by assisting in thorough vetting of applicants' credit histories.
• Improved client satisfaction, promptly addressing inquiries and concerns throughout loan process.
• Aided in negotiation of loan terms, working closely with loan officers to secure favorable conditions for clients.
• Compiled and maintained accurate client records, adhering to regulatory compliance and privacy standards.
• Reduced processing times, organizing and prioritizing loan applications based on urgency and complexity.
• Contributed to team meetings with insightful analysis on loan processing metrics, identifying areas for improvement.
• Fostered positive relationships with clients, ensuring smooth and supportive loan application experience.
• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
• Set up, stored and updated customer files, department records and regulatory paperwork.
• Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
• Reviewed and validated details of loan applications and closing documentation.
• Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
• Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
• Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
• Verified credit histories, personal references and employment backgrounds for each applicant.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.

• 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.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
• Set up files using loan officer checklist and submitted on-time for processing.
• Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
• Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
• Assembled important paperwork and disclosures for borrower.
• Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
• Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
• Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
• Liaised with clients to guide through loan closing process and skillfully handle any concerns.
• Streamlined document collection process, making it easier for clients to submit necessary paperwork.
• Enhanced efficiency in loan processing by implementing digital filing system for client documents.
• Improved client satisfaction, promptly addressing inquiries and concerns throughout loan process.
• Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
• Set up, stored and updated customer files, department records and regulatory paperwork.

• Reviewed and validated details of loan applications and closing documentation.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
• Set up, stored and updated customer files, department records and regulatory paperwork.
• Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Carried out day-day-day duties accurately and efficiently.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Worked flexible hours; night, weekend, and holiday shifts.
• Maintained energy and enthusiasm in fast-paced environment.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Developed and maintained courteous and effective working relationships.
• Verified credit histories, personal references and employment backgrounds for each applicant.
• Assessed customer account histories to determine previous compliance with payment plans and loan terms.
• Used critical thinking to break down problems, evaluate solutions and make decisions.

Obtain and enter borrower information for loan application

Have contact with borrower for further items needed and/or questions

Create and retain borrower information in shared folders

Run credit report, AUS and analyze

Create marketing/financial flyers

Assist Loan Officer in any other business needed

• Delivered clerical support by efficiently handling wide range of routine and special requirements.
• Managed smooth processing of paperwork to support office productivity.
• Managed multi-line telephone system and greeted claimants during office visits.
• Recorded weekly staff meetings and logged minutes for corporate records.
• Worked with upper management to complete complex projects specific timelines.
• Submitted patient claims to Medicare for payment
• Evaluated patients' financial status for eligibility in State Grant program
• Interviewed patients for acceptance to the State Grant program, as well as Follow Up interviews required for Grant approvals.

• Delivered clerical support by efficiently handling wide range of routine and special requirements.
• Generated reports on patient response to the treatment program, clinic environmental barriers and adequacy of staff
• Interacted with patients professionally by phone or in-person to provide information and directed to desired staff members.
• Responded to requests for information from various individuals by providing appropriate documents.
• Reported weekly staff meetings and logged minutes for corporate records.
• Worked with upper management to complete complex projects within specific timelines.
• Submitted patient claims to Medicare for repayment
• Evaluated patients' financial status for eligibility in the State Grant program
• Interviewed patients for submittance into the Grant program, as well as, follow up interviews upon approval.

• Interpreted prescriptions from healthcare providers to properly dispense medications and health products.
• Supervised dispensation of controlled substance through careful oversight.
• Verified safety and accuracy of physician orders.
• Collaborated with physicians and other medical professionals to discuss and carry out orders.
• Achieved and maintained top customer satisfaction and retention by cultivating productive relationships with patients.
• Supervised work of pharmacy clerk and technicians to optimize service quality and productivity.
• Supervised dispensation of controlled substance, Methadone
• Filled bottles with prescribed medications and affixed correct labels.
• Checked medication bottles for proper labeling before allocating to patients.
• Dosed patients in-house, recording amount prescribed and any Take-Out medication prescribed.
• Accepted and recorded payments made, charges and credits.
• Kept perpetual inventory on a daily basis, as well as, annual actual to theoretical inventory.

• Interpreted prescriptions from healthcare providers to properly dispense medications and health products.
• Supervised dispensation of controlled substance through careful oversight.
• Used SuperScript and Redwood Toxicology to review records and laboratory results.
• Verified safety and accuracy of physician orders.
• Collaborated with physicians and other medical professionals to discuss and carry out orders.
• Achieved and maintained top customer satisfaction and retention by cultivating productive relationships with patients.
• Supervised work of pharmacy clerk and technicians to optimize service quality and productivity.
• Supervised dispensation of controlled substance .
• Filled bottles with prescribed medications and affixed correct labels.
• Checked medication bottles for proper labeling before allocating to patients.
• Dosed patients in-house, recording amount prescribed and any Take-Out medication prescribed.
• Accepted and recorded payments made, charges and credits.
• Kept perpetual inventory on a daily basis, as well as, annual actual to theoretical inventory.

• Verified safety and efficacy of medication usage by reporting adverse drug effects, medication errors and other quality issues.
• Dispensed medications and communicated with prescribers regarding therapeutic incompatibilities.
• Verified safety and accuracy of physician orders.
• Evaluated pertinent laboratory data, including drug-drug and drug-nutrient interactions.
• Collaborated with physicians and other medical professionals to discuss and carry out orders.
• Supervised work of pharmacy clerk and technicians to optimize service quality and productivity.
• Exhibited proficiency in IV and chemo compounding.
• Supervised dispensation of controlled substances using careful oversight.
• Worked with automated dispensing systems and other pharmacy automation systems as required by department.
• Complied with strict health, industry and organizational regulations to maintain patient safety.