Loan Officer Assistant III
AMEGY BANK
Remote
01.2019 - 10.2023
- Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting
criteria and input new loans into designated software. - Answered questions regarding loan status and process from customers, real estate agents, title companies.
- Monitored purchase loans for due diligence, financed contingency and closing date expiration and tracked
pipeline for refinances and construction loans. - Maintained customer files in an organized manner to ensure accurate tracking of loans.