Whitney Ball
Lebanon,PA
Summary
Motivated and reliable individual with great communication and interpersonal skills seeking a professional position that offers challenge and growth. Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions. I strive to be a detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Loan Officer Assistant
Whitecap Mortgage, LLC
09.2021 - 01.2024
- Maintained compliance with federal regulations by staying up to date with industry changes and guidelines.
- 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 pipeline of 20+ of mortgage applications, maintaining accuracy and prioritizing urgent cases.
- Continuously expanded knowledge of various mortgage products and lending guidelines to provide clients with best possible solutions for their needs.
- Facilitated smooth loan closings by coordinating with title companies, attorneys, and borrowers.
- Expedited pre-approval processes by accurately evaluating applicant income, credit history, and property values.
- Reduced errors in submitted applications by meticulously reviewing documents for completeness and accuracy before submission to underwriting departments.
- Developed strong relationships with real estate agents, increasing referral opportunities for mortgage loans.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Contributed to increased loan volume by proactively identifying potential clients and initiating contact.
- Managed event planning and execution for business-centered gatherings.
- Collaborated with sales teams to develop marketing strategies that attracted new clients and increased business opportunities.
- Assisted in closing loans by efficiently gathering required documentation and submitting applications.
- Provided ongoing support to new hires as a subject matter expert on company policies, systems, and product offerings.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
Sales/Designer
Tile Market Of Delaware
01.2021 - 09.2021
- Developed innovative design concepts for improved brand recognition and customer engagement.
- Leveraged industry knowledge and emerging trends to build innovative messaging and bring design concepts to fruition.
- Created sketches and technical drawings to present design concepts to clients.
- Processed transactions accurately while maintaining high level of customer service.
- Assisted customers with prompt and polite support in-person and via telephone.
- Assisted customers in making informed decisions by offering detailed product knowledge and comparisons.
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Participated in ongoing training to stay updated on current products, promotions, and industry trends.
- Increased customer satisfaction with personalized design consultations and follow-ups.
Manager
Brew HaHa!
01.2018 - 02.2020
- Accomplished multiple tasks within established timeframes.
- Managed and motivated employees to be productive and engaged in work.
- Maximized performance by monitoring daily activities and mentoring team members.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established team priorities, maintained schedules and monitored performance.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Education
High School Diploma -
Concord High School
Wilmington, DE06.2007
Skills
- File Management
- Loan Processing
- Documentation Review
- Data Entry
- Team Leadership
- Time Management
- Verbal and written communication
- Complex Problem-Solving
- Staff Management
- Strategic Planning
- Sales Techniques
- Fast Learner
- Computer Skills
- Workload Management
- Administrative duties
Timeline
Loan Officer Assistant
Whitecap Mortgage, LLC
09.2021 - 01.2024
Sales/Designer
Tile Market Of Delaware
01.2021 - 09.2021
Manager
Brew HaHa!
01.2018 - 02.2020
High School Diploma -
Concord High School
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