ZAIYU ZHU
Davenport,FL
Summary
Detail-oriented Loan Officer Assistant with strong time management and multitasking abilities. Proven track record in processing loan documents and ensuring compliance while providing exceptional client support.
Overview
2
2
years of professional experience
Work History
Loan Officer Assistant
Sundial Loan LLC
Tampa, Florida
02.2022 - 10.2023
- Assisted clients in completing loan applications and gathering necessary documentation.
- Processed and reviewed loan documents for accuracy and compliance with regulations.
- Coordinated communication between clients, loan officers, and underwriters effectively.
- Maintained organized files and records for all loan applications and client interactions.
- Answered questions regarding loan status and process from customers, real estate agents, title companies.
- Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
- Provided support services to Loan Officers during client meetings as needed.
- Input data into loan origination system accurately and timely.
- Assisted loan officers with the preparation of loan documents and closing packages.
- Liaised between borrowers and realtors, title companies and loan company management.
- Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
- Set and confirmed appointments with clients, realtors and business partners and initiated marketing contact with new leads and realtors.
- Maintained customer files in an organized manner to ensure accurate tracking of loans.
- Attended training sessions as needed in order to stay abreast of industry regulations and standards.
Education
Bachelor of Science - Accounting And Finance
University of Central Florida
Orlando, FL12-2018
Associate of Arts - Accounting And Business/Management
Seminole State College of Florida
Sanford, FL05-2016
Skills
- Time management
- Detailed Oriented
- Stress management
- Multitasking Abilities
- Problem resolution
- Research capabilities
- Client support
- Communication coordination
Accomplishments
- Cum laude graduate
- GPA [3.82]
- [Tau Sigma National Honor Society] Member
Timeline
Loan Officer Assistant
Sundial Loan LLC
02.2022 - 10.2023
Bachelor of Science - Accounting And Finance
University of Central Florida
Associate of Arts - Accounting And Business/Management
Seminole State College of Florida