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Skills

  • Savvy relationship-builder
  • Proficient in 10-key
  • High level of accuracy
  • Rapid data entry skills
  • Lean manufacturing and quality systems
  • Interpersonal skills
  • Document uploading
  • Accurate forecasting
  • Deal mechanics
  • 13 WPM typing speed

Work Experiences

  • Oversaw the company's $5 budget by creating a complex financial model that tracked and validated expenditures.
  • Gathered important paperwork and disclosures for the borrower.
  • Kept a balancing record with a 12% accuracy rate.
  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.
  • Cashier's checks, traveler's checks, and money orders were among the items I sold.
  • Collaborated with the Loan Officer to create an application profile in the system and review key data at various stages throughout the process.
  • Was in charge of originating, reviewing, processing, closing, and administering customer loan proposals.
  • Devised strategies to grow and expand existing customer sales, resulting in an increase in annual sales of 7%.
  • Created status reports, brief books, and initial public offering (IPO) pitches.
  • Maintained a friendly and professional demeanor when dealing with customers.

Summaries

  • Mortgage Loan Assistant has 12 years of experience in consumer lending, loan administration, default management, and customer service.
  • Technologically savvy and quick to pick up new programs.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Commercial, real estate, and credit loans are all things I'm familiar with.
  • Investment banker with a track record of delivering results in high-pressure situations by adapting and implementing novel strategies.
  • Within Banking and Financial Services, senior Mortgage Loan Assistant and outstanding performer in team leadership and performance reporting.
  • Assistant Officers are recognized for their ability to provide backup to the primary officer while maintaining operational consistency and continuity.
  • Skilled at resolving issues through thorough research and meticulous attention to detail.
  • Mortgage Loan Assistant with 8 years of successful risk assessment and budget management experience.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Represented
  • Documented and resolved procedure which led to metric.
  • Recognized as Top Performer due to category.
  • Exceeded sales objectives in 2015.
  • Ranked among the top 16 advisors worldwide in new business development.
  • Collaborated with team of 10 in the development of system.
  • Balanced daily cash drawers and vaults totaling an average of $10.
  • Achieved top 15 percentile in monthly sales in process.
  • Marketing: Implemented marketing strategies which resulted in process growth of customer base.
  • Identified

Affiliations

  • National Residential Mortgage Loan Processor Certification
  • Toastmasters
  • Rotary International
  • International Association of Administrative Professionals
  • American Society of Safety Professionals
  • National Association of Credit Management (NACM)
  • Lions Club
  • Association for Computing Machinery
  • Community Mortgage Lenders of America (CMLA)
  • Real Estate Valuation Advocates Association

Certifications

  • Licensed Real Estate Professional Certification Arizona
  • Certified Underwriter Assistant by Lakeside Partners
  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP)
  • Mortgage Quality Control Certification from Summit Group
  • Salesforce
  • ServSafe
  • Fundamentals of Mortgage Lending Certificate by Northwind
  • Real Estate Agent Licensed Ohio
  • Certified Reverse Mortgage Professional (CRMP) by the National Reverse Mortgage Lenders Association (NRMLA)

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