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Skills

  • Loan Underwriting Support
  • Document Preparation for Underwriting
  • Client needs assessment
  • Project organization
  • Client communication & coordination
  • Multitasking in fast-paced environments
  • CRM Software Proficiency (SAP)
  • Client Inquiry Response
  • Complaint resolution and mitigation
  • New hire training programs

Work Experiences

  • Achieved a 50% approval rate.
  • Advised on loan products.
  • Achieved a 72% reduction of disqualified applicants.
  • Compiled, updated, and maintained loan documentation systems consistently ensuring all files were compliant with process regulatory standards.
  • Achieved this within 18 months.
  • Achieved a 27% boost in overall operational efficiency.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with the underwriting team.
  • Looked for industry trends on social media and through online sources.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Adept at suggesting process improvements.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Customer-oriented Loan Receptionist.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved an accuracy rate of 37%.
  • Accomplished Loan Receptionist.
  • Loan Receptionist is a multi-talented Loan Receptionist who is consistently rewarded for planning and operational improvements.
  • Within Miscellaneous, senior Loan Receptionist and outstanding performer in process improvement and workflow optimization.
  • Consistently improved data accuracy.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.

Accomplishments

  • Resolved product issue through consumer testing.
  • Reduced loan processing times by 70% through proactive client communication and timely collection of required documentation.
  • Analyzed customer feedback and suggested key improvements to the loan processing software, decreasing data entry time by 56% minutes per file.
  • Organized and led customer webinars to explain loan eligibility requirements, boosting successful application submissions by 42%.
  • Successfully conducted loan application troubleshooting, resolving 63% of client issues in 18 months, reducing overall processing delays.
  • Collaborated with team of 10 in the development of process.
  • Assisted over 11 clients daily with loan application intake and issue resolution, ensuring a smooth and efficient process.
  • Implemented a new CRM tool that enabled more effective follow-up with clients post-loan submission, improving follow-up responses by 60%.
  • Trained new team members on customer communication best practices and data entry procedures, contributing to a team processing error rate reduction of 68%.
  • Developed an electronic filing system for client records, reducing document retrieval time by 43% and improving data accuracy.

Affiliations

  • International Council of Nurses
  • National Notary Association (NNA) - Membership
  • Credit Union National Association (CUNA) Membership
  • International Association of Administrative Professionals (IAAP)
  • Society of Women Engineers
  • National Association of Mortgage Processors (NAMP) Membership
  • Lions Club
  • American Bankers Association (ABA) Professional Certifications
  • National Association of Loan and Collection Professionals
  • Society for Human Resource Management (SHRM) – Financial Services Specialty

Certifications

  • Certified Financial Education Instructor (CFEI)
  • Certified Personal Finance Counselor (CPFC) - Ironclad Systems
  • Certified Public Accountant (CPA)
  • Certified Customer Experience Professional (CCXP) - category
  • Office Certification for Loan Reception Management - method
  • CompTIA A+ Technician
  • Digital Banking Assurance Certification - Salesforce
  • Certified Credit Counselor (CCC) – Meridian
  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP)

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