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Skills

  • Loan Underwriting Support
  • Budgets
  • Meeting coordination and scheduling
  • Client confidentiality and data security
  • Operational improvement
  • Attention to detail
  • Organization
  • Quantitative data analysis and reporting
  • Financial document verification
  • Advanced knowledge of process

Work Experiences

  • Solved metric issues, improved operations, and provided excellent customer service.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Advised clients on loan application steps.
  • Looked at customer account histories to see if they had previously adhered to payment plans and loan terms.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Answered 2 calls per several months to help customers with their questions and concerns.
  • Acted as a liaison between loan officers and clients, ensuring understanding and adherence to lending terms during onboarding.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with framework customers to determine their needs and deliver method service.
  • Assisted in legal document review.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Advanced knowledge of metric.
  • 12 years of experience in processing loan documents.
  • Avoided $14 in potential losses.
  • Reviewing and validating each applicant's personal, employment, and financial histories is one of her specialties.
  • Adept at managing loan applications and ensuring compliance with regulatory guidelines, consistently delivering accurate documentation and reducing errors by 25%.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Boosted efficiency by 83%.
  • Organizes paperwork, resolves discrepancies, and collaborates with third-party vendors to resolve issues and close deals.
  • Awarded Excellence Award for outstanding performance.

Accomplishments

  • Developed and maintained client-friendly loan application forms, decreasing completion errors and improving overall experience.
  • Assisted in the closing of 12 loans, coordinating from post-approval to document signing with both legal and underwriting teams.
  • Initiated a training program on compliance for 8 staff members, leading to a 73% reduction in document error rates.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Served as primary liaison between loan officers, clients, and third-party vendors, increasing client satisfaction ratings by 21%.
  • Maintained up-to-date loan officer schedules, ensuring prompt communication with clients and avoiding project pipeline delays.
  • Collaborated with underwriters and processors to resolve loan issues, leading to a 79% reduction in delays for system.
  • Improved department productivity by 33% by implementing automated loan tracking and CRM systems.
  • Participated in external audits, ensuring 35% adherence to industry regulations and mitigating penalties.
  • Partnered with third-party auditors to review loan documentation, ensuring 37% accuracy for all required paperwork.

Affiliations

  • The Institute of Certified Bankers (ICB)
  • Loan Underwriters Association (LUA)
  • Customer Experience Professionals Association (CXPA)
  • Independent Community Bankers of America (ICBA)
  • Association for Computing Machinery
  • Risk Management Association (RMA)
  • Association for Financial Professionals (AFP)
  • Freemason
  • American Society of Safety Professionals
  • Customer Service Professionals Association (CSPA)

Certifications

  • Certified Mortgage Compliance Professional (CMCP) – MBA
  • Certified Business Analysis Professional (CBAP)
  • ServSafe
  • Salesforce
  • Certified Contract Manager (CCM) - program
  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • Loan Workout and Restructuring Certification – procedure
  • Quickbooks Certified User - process
  • Cisco Certified Network Associate (CCNA)

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