Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Loan Processor
Blue Water Mortgage
07.2024 - Current
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 financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and created condition lists for applicants.
Assistant Restaurant Manager
The Homestead Restaurant
08.2010 - 03.2025
Enhanced customer satisfaction by addressing and resolving complaints promptly and professionally.
Improved staff morale through effective communication skills and motivational techniques, resulting in enhanced teamwork and productivity.
Established rapport with guests through personalized interactions that led to repeat business.
Fostered partnerships with local businesses for cross-promotion.
Improved restaurant's online rating by responding promptly to customer feedback on various platforms.
Loan Officer Assistant
CMG Home Loans
05.2023 - 05.2024
Answered inquiries and provided excellent customer service to clients.
Communicated with customers daily to request information and complete paperwork.
Set up files using loan officer checklist and submitted on-time for processing.
Assembled important paperwork and disclosures for borrower.
Monitored key dates to obtain information by deadlines.
Loan Officer Assistant
Guild Mortgage
02.2018 - 02.2018
Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Improved client satisfaction, promptly addressing inquiries and concerns throughout loan process.
Fostered positive relationships with clients, ensuring smooth and supportive loan application experience.
Director, Investor Relations & Operations | Founding Team Member at Highland Advisory Group LLCDirector, Investor Relations & Operations | Founding Team Member at Highland Advisory Group LLC