Summary
Overview
Work History
Education
Skills
Accomplishments
Employee Rise Award Winner
Timeline
Generic

Valerie Reed

Houston,Texas

Summary

Organized Licensed Loan Officer Assistant and Originator bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at managing high-volume loan paperwork in dynamic environments with high production while keeping all paperwork orderly and paying close attention to all details.

Overview

10
10
years of professional experience

Work History

Licensed Loan Officer Assistant & Loan Originator

M/I Financial - M/I Homes
11.2021 - Current
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Communicated with customers daily to request information and complete paperwork.
  • Assessed loan compliance to meet mortgage lending laws and regulations.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Assembled important paperwork and disclosures for borrower.
  • Monitored key dates to obtain information by deadlines.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Maximized customer satisfaction by promptly addressing inquiries, resolving issues, and providing updates throughout the loan process.
  • Educated prospective borrowers on various loan programs available, matching them with the best financing options for their needs.
  • Maintained a comprehensive understanding of various mortgage products offered including conventional, FHA, VA, USDA loans as well as refinance options.
  • Provided exceptional customer service throughout the entire loan process, earning positive reviews from both clients and partners alike.
  • Reviewed complex financial documents to accurately determine borrower eligibility for mortgage loans, minimizing default risks.
  • Offered guidance to junior team members on navigating complex loan scenarios, fostering a collaborative work environment that prioritized client success.
  • Increased loan application approval rates by efficiently evaluating borrower creditworthiness and financial stability.

Licensed Loan Officer Assistant

Certainty Home Loans
05.2016 - Current
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Followed all guidelines within findings and requested proper documentation as needed.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Communicated with customers daily to request information and complete paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Managed event planning and execution for learning lunches and other business-centered gatherings.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Scheduled meetings and appointments and maintained well-organized master calendar.
  • Managed all office supply ordering.

Bakery Team Lead

Treat!
12.2014 - 05.2016
  • Baked all goods including gluten-free, vegan and alternative diet treats based on customers' needs.
  • Resolved customer concerns with positive approach and constructive strategies.
  • Filled out inventory and production sheets and informed head baker of stock levels.
  • Complied with health and safety codes to protect staff and customers.
  • Determined quantity of product to prepare for next day operation by maintaining detailed production schedule.
  • Developed new products based on seasonal ingredients, holidays and dessert trends.
  • Recruited, hired and trained staff of hardworking associates.
  • Established and maintained positive vendor relationships.

Education

Patisserie And Baking - Culinary Arts

Le Cordon Bleu College of Culinary Arts - Austin
Austin, TX
04.2011

Associate of Applied Science -

North Central Texas College
05.2010

Skills

  • Microsoft Office
  • Computer proficiency
  • Multitasking abilities
  • Clerical
  • Customer Service Skills
  • Teamwork Skills
  • Problem Solving
  • Organization
  • Attention to Detail
  • Self Motivation
  • Documentation Review

Accomplishments

  • Assistant to team of four loan officers.
  • Achieved record year through effectively assisting loan officers with all production.
  • Managed special program offered to student athletes and updated all forms of social media to boost relations within community.

Employee Rise Award Winner

Company employee recognition program that recognizes and rewards employees who excel at Invocation, Service, and Excellence.

Timeline

Licensed Loan Officer Assistant & Loan Originator

M/I Financial - M/I Homes
11.2021 - Current

Licensed Loan Officer Assistant

Certainty Home Loans
05.2016 - Current

Bakery Team Lead

Treat!
12.2014 - 05.2016

Patisserie And Baking - Culinary Arts

Le Cordon Bleu College of Culinary Arts - Austin

Associate of Applied Science -

North Central Texas College

Similar Profiles

CREATE PROFILE
Valerie Reed