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Skills

  • Document Filing System Optimization
  • Regulatory compliance
  • Credit
  • Moody's KMV CreditEdge
  • Operational improvement
  • Customer satisfaction improvement
  • Practiced at FHA loan process
  • Team building
  • End-to-end loan processing
  • Cash Handling

Work Experiences

  • Achieved a 68% increase in repeat customer business.
  • Audited completed loan files for accuracy and adherence to lender policies, reducing post-closing issues by 24%.
  • Used Power BI to compile sales leads and manage contacts.
  • Worked with realtors and title companies to identify discrepancies and keep different teams informed about the status of the processing.
  • Assisted in the successful closing of 11 mortgages in 2019 by managing the collection and verification of all required documentation.
  • Assisted with lead generation.
  • Kept my referral pipeline full by reaching out to real estate agents, referral partners, and past clients on a regular basis.
  • Aided Loan Officers in identifying opportunity areas.
  • Assisted with loan processing by gathering applicant documentation such as credit reports, employment verifications, and financial history documentation.
  • Audited completed loan files for accuracy.

Summaries

  • Collaborated with title companies.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Contributed to an Top Performer for excellent customer service.
  • Mortgage Loan Officer Assistant with extensive experience in banking regulations and procedures.
  • Client-focused Mortgage Loan Officer Assistant with a strong track record of maintaining customer satisfaction at 44% by promptly addressing inquiries and ensuring a seamless onboarding process.
  • Contributed to a 54% increase in loan closings.
  • Collaborative Mortgage Loan Officer Assistant.
  • Excellent communication and analytical skills.
  • Advised clients on the best loan products.
  • Built partnerships with real estate agents.

Accomplishments

  • Regularly updated CRM systems such as initiative to reflect accurate loan statuses and communications with borrowers.
  • Collaborated across departments to troubleshoot loan application issues, speeding up escalated cases by 12 days.
  • Reduced loan processing time by 3% by automating certain documentation verification processes through Jira.
  • Built and maintained positive relationships with real estate professionals, driving a 19% increase in partner referrals in 7 months.
  • Collaborated with Loan Officers to monitor pipeline reports, identifying potential issues early and assisting in adjusting timelines to meet closing deadlines.
  • Regularly provided marketing and administrative assistance, such as attending open houses and community events to generate new loan leads in Atlanta.
  • Worked closely with the underwriting team to resolve conditions on loans, leading to a 22% loan approval success rate.
  • Scheduled and coordinated appointments for borrower consultations and loan closings, ensuring efficient handoff points between the processing and underwriting teams.
  • Nurtured relationships with independent appraisers, title companies, and realtors, resulting in a 67% increase in referrals.
  • Contributed to procedure reaching a monthly loan production goal of 10 by efficiently managing loan file logistics.

Affiliations

  • Affiliate membership in Atlanta Real Estate Investor Association
  • Freemason
  • Loan Originator Continuing Education Courses 2017
  • Certified Mortgage Advisor (CMA) - offered by the NAMB
  • Project Management Institute
  • Compliance Professional Certification from the National Mortgage Licensing System (NMLS)
  • Jaycees
  • Federal Housing Administration (FHA) Certification
  • Society of Women Engineers
  • National Association of Social Workers

Certifications

  • Apple Certified Associate (ACA)
  • Cisco Certified Network Associate (CCNA)
  • VA Loan Specialist Accreditation – Beacon Labs
  • Certified Public Accountant (CPA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Google Certified Professional Cloud Architect
  • NMLS Continuing Education – 2021
  • Title Services Specialist Training – metric
  • Certified Residential Mortgage Specialist (CRMS) - Lakeside Partners
  • Fair Credit Reporting Act (FCRA) Compliance Certification – Summit Group

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