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Skills

  • Financial document review
  • Attention to detail
  • Customer service
  • Supervision
  • Teamwork and collaboration
  • Time management
  • Workflow Optimization
  • Organization
  • Client Relationship Management (CRM)
  • Operational improvement

Work Experiences

  • Kept track of important dates in order to meet deadlines.
  • Collaborated with title companies.
  • Achieved 14 successful closings last quarter.
  • Conducted interviews with clients to learn about their loan needs and financial histories, as well as provide information on the application process.
  • Analyzed 3 applications per week.
  • Collaborated with the Loan Officer to create an application profile in the system and review key data at various stages throughout the process.
  • Conducted diligent reviews.
  • Assessed long-term customer accounts for Jira loans.
  • Contributed to zero compliance violations in 2023.
  • Any conditions sent from underwriting departments were handled by me.

Summaries

  • Having exceptional abilities in performance reporting and project management.
  • Achieved 98% compliance.
  • Achieved improvements through workflow optimization.
  • Achieved results in 2015.
  • Over 8 years of loan processing and mortgage experience.
  • Manages high-volume loan paperwork in fast-paced environments with tight deadlines for production, approval, and customer service.
  • Costs were consistently reduced while profits were increased.
  • Achieved 78% of loans processed without delays.
  • Aided in the successful review of 17 loan applications per week.
  • Loan Processing Assistant who is well-versed in client relations and cross-functional collaboration.

Accomplishments

  • Corrected incomplete or inaccurate loan documentation, reducing rework by 45% over three years.
  • Aided in the revision of loan templates and forms, ensuring compliance with framework, which reduced form rejection rates by 71%.
  • Surpassed monthly loan processing targets by handling over 7 loans during peak season while maintaining accuracy and service standards.
  • Developed and maintained professional relationships with title companies, clients, and other financial institutions for smoother loan transaction processing.
  • Optimized loan operation workflows, leading a project that decreased processing time by 15% while maintaining compliance with industry regulations.
  • Resolved client issues by answering mortgage-related questions, including rate adjustments and payment complexities, improving client retention by 29%.
  • Effectively assisted underwriters and loan officers with managing a high volume of loans, contributing to success in meeting quarterly lending goals.
  • Reviewed and processed loan closures ensuring accurate compliance with both state and federal regulatory standards, decreasing error margins by 27%.
  • Processed loan applications, ensuring that all documentation was presented and compliant, leading to a 50% reduction in processing mistakes.
  • Reduced backlogs by consistently managing over 10 concurrent loan applications and effectively prioritizing tasks to meet deadlines.

Affiliations

  • Certified Mortgage Servicer Program (CMS) Certification
  • Jaycees
  • Society of Human Resource Management
  • Credit Union National Association (CUNA) Member
  • Professional Mortgage Women of Austin Association
  • Council of Mortgage Lenders (CML)
  • National Association of Mortgage Processors (NAMP)
  • National Notary Association (NNA)
  • Certified Loan Risk Officer Program
  • Mortgage Bankers Association (MBA)

Certifications

  • Certified Credit Risk Analyst (CCRA) from Risk Management Association
  • Certified Ethical Hacker (CEH) for Financial Systems Security by EC-Council
  • CompTIA Network+
  • Salesforce
  • Certified Residential Mortgage Specialist (CRMS) by National Association of Mortgage Brokers (NAMB)
  • CompTIA A+ Technician
  • Loan Processing 101: The Basics Certification by NAMB
  • Certification in Financial Planning & Analysis (FP&A) by Association for Financial Professionals
  • Certified Business Analysis Professional (CBAP)
  • Certified Credit and Mortgage Professional (CCMP) by National Mortgage Professional (NMP)

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