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Skills

  • Loans
  • Experian Transact SM
  • Customer service excellence
  • Team building
  • Business operations
  • Appraisal and title coordination
  • Operational improvement
  • Advanced Excel for financial reports
  • Application processing speed improvement
  • Financial analysis aptitude

Work Experiences

  • Administered a daily pipeline report tracking the status of 6 loans, reducing loan processing times by 61% across the team.
  • Kept my referral pipeline full by reaching out to real estate agents, referral partners, and past clients on a regular basis.
  • Ensured loan compliance with mortgage lending laws and regulations on a regular basis.
  • Achieved a 42% improvement in closing efficiency.
  • Organized files using a loan officer checklist and sent them to Licensed Loan Officer Assistants for processing on time.
  • Collaborated with Senior Loan Officers.
  • Administered a daily pipeline report.
  • Accelerated loan processing.
  • Collaborated with multiple departments.
  • Achieved customer satisfaction scores exceeding 78% by promptly addressing inquiries and resolving application discrepancies.

Summaries

  • Assessed financial credentials for loan underwriting.
  • Achieved a 44% success rate in pre-approval stages.
  • Achieved a 18% improvement in file submission compliance.
  • In carrying out job functions, ensures adherence to company policies and regulations.
  • Standards and regulations in process improvement are second nature to me.
  • Manage and direct assigned programs while conducting supervision and investigation processes.
  • Licensed Loan Officer Assistant is a multi-talented Licensed Loan Officer Assistant who is consistently rewarded for planning and operational improvements.
  • Strengths in strategic planning and data analysis backed up by Banking and Financial Services training.
  • Achieved customer satisfaction scores over 74%.
  • Analyzed, structured, and processed high-value loan packages.

Accomplishments

  • Monitored critical loan lock deadlines and prevented rate lock expiries, saving the company $6 in penalties.
  • Effectively communicated with borrowers and third parties to compile necessary documentation, leading to a 83% faster approval process.
  • Assisted in successfully closing 5 loans per month by coordinating between underwriters, processors, and title companies.
  • Resolved product issue through consumer testing.
  • Developed checklists that decreased loan application errors by %37%, resulting in improved approval turnarounds.
  • Improved client communications by creating standard email templates, improving customer response time by 71%.
  • Monitored closing schedules and coordinated with title companies, ensuring 44% of loans closed on time over 8 months.
  • Managed client loan files from application to closing, contributing to a 72% on-time closing rate.
  • Collaborated with loan officers to conduct daily pipeline reviews, ensuring efficient handling of 4 loan applications.
  • Reviewed and corrected preliminary loan applications, leading to a 51% increase in lender approvals.

Affiliations

  • Society of Human Resource Management
  • Commercial Real Estate Finance Council (CREFC), Gross Loan Volume Management Ambassador
  • Residential and Commercial Loan Lenders Association, Speaker at program
  • Mortgage Bankers Association (MBA), Professional Member
  • Certified Mortgage Loan Processor (CMLP), 2018 Completion
  • Mortgage Compliance Professionals (MCP), Regular Member
  • National Real Estate Finance Association, Licensing Specialist, 2015
  • Mortgage Lending Career Development Association, Mentor, 2017
  • Certified Packaging Specialist (CPS), Mortgage Loan Focus
  • Financial Services Professionals Association, Mortgage Loan Sector

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Vetted VA Loan Specialist
  • Certified Financial Services Auditor (CFSA)
  • Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners (ACFE)
  • Certified Public Accountant
  • Certified Mortgage Underwriter (CMU)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Accredited Mortgage Professional (AMP) from Northwind
  • ServSafe
  • Salesforce

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