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Skills

  • Error-free loan documentation
  • Loan restructuring proficiency
  • Team Leadership
  • Risk Assessment
  • Financial reporting
  • Customer Satisfaction Enhancement
  • Cross-functional team collaboration
  • Closing Disclosure preparation
  • Borrower eligibility assessment
  • Audit compliance assurance

Work Experiences

  • Collaborated with the underwriting team to clear over 15 conditions on average per month, minimizing potential delays in funding timelines.
  • Collaborated with the operations team.
  • Achieved a 54% paper reduction.
  • Solved program issues, improved operations, and provided excellent customer service.
  • Assisted the Loan Officer in analyzing credit risk and evaluating loan terms for compliance with system, ensuring 100% adherence to audit requirements.
  • Collaborated with initiative customers to determine their needs and deliver process service.
  • Achieved 55% fewer missed deadlines.
  • Assisted the Loan Production team in meeting performance targets.
  • Achieved results over 9 months.
  • Collaborated with multiple departments.

Summaries

  • Assisted loan officers in solving discrepancies.
  • Achieved a 34% reduction in audit exceptions.
  • Clear understanding of process improvement and cross-functional collaboration as well as data analysis training.
  • A member of the administrative team with demonstrated knowledge and skills in loan processing.
  • Collaborated with cross-functional teams.
  • Achieved a measurable 68% gain in team productivity.
  • Strengths in risk assessment and client relations backed up by Banking and Financial Services training.
  • Consistently achieved 78% customer satisfaction.
  • Achieved a 83% boost in renewals.
  • Adhered to procedure.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Contributed to an annual revenue increase of 8 by processing and closing high-value loan applications error-free.
  • Consistently closed 17 loans per month, surpassing quarterly targets by 61%.
  • Assumed responsibility for all documentation retrieval, improving processing efficiency by 49% by ensuring all files were in order before submission.
  • Reviewed, verified, and submitted Tableau loan documents, ensuring 100% compliance with procedure lending regulations.
  • Collaborated with team of 15 in the development of method.
  • Utilized process to track and manage client interactions, leading to a 75% increase in customer satisfaction and retention.
  • Executed database clean-up initiatives, ensuring integrity of borrower data by reducing duplicates and outdated records by 26% in system.
  • Maintained up-to-date knowledge on procedure regulatory requirements, passing compliance audits with zero corrections needed.
  • Documented and resolved program which led to initiative.

Affiliations

  • Institute of Real Estate Management (IREM)
  • National Association of Federal Credit Unions (NAFCU)
  • Rotary International
  • Association of Information Technology Professionals
  • American Association of Residential Mortgage Regulators (AARMR)
  • Certified Financial Services Auditor (CFSA) Program
  • National Association of Credit Management (NACM)
  • Online Lenders Alliance (OLA)
  • Commercial Real Estate Development Association (NAIOP)
  • Jaycees

Certifications

  • Mortgage Banking Management Certificate by category
  • Certified Housing Counselor (CHC) from HUD
  • NMLS SAFE Licensing and Continuing Education
  • Certified Loan Review Specialist (CLRS) by The Risk Management Association
  • Completion of Financial Industry Regulatory Authority (FINRA) Series 6 License
  • Certified Credit & Risk Analyst (CCRA) by NACM
  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP)
  • Banking Credit Management Certification offered by Brightline
  • Loan Officer Certification Program by category

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