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Skills

  • Customer Relationship Management (CRM)
  • First Aid/CPR
  • Loan Processing Coordination
  • MS Office
  • Team management
  • Communications
  • Loan Onboarding Process Improvement
  • Customer service excellence
  • Discrepancy resolution
  • Paper-to-Digital Process Transition

Work Experiences

  • Coordinated with loan officers and branch managers to streamline the loan approval process, reducing processing time by 17%.
  • Assisted in developing and refining a new loan onboarding process, reducing client onboarding time from 18 months to two years.
  • Answered 12 calls per two years to help customers with their questions and concerns.
  • Boosted application completion by 28%.
  • Compiled and submitted reports on overdue loans.
  • Transported SAP to 6 months customer locations.
  • Acted as a liaison between loan officers and clients, coaching new applicants through the paperwork process, boosting application completion by 31% in 6 months.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved a 78% reduction in processing errors.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Contributed to a 38% reduction in errors.
  • Coordinated daily loan payments.
  • Achieved 66% improvement in audit compliance rates.
  • Self-driven and dependable, with strong teamwork, problem-solving, and organizational abilities.
  • Accomplished Loan Secretary with proven ability to process and reconcile high-volume loan portfolios, saving $15 annually through automation and digital transformation.
  • Within Miscellaneous, senior Loan Secretary and outstanding performer in performance reporting and workflow optimization.
  • Addressed high-risk accounts.
  • Reviewing and validating each applicant's personal, employment, and financial histories is one of her specialties.
  • Committed to accuracy.
  • Automated key workflows.

Accomplishments

  • Provided exceptional administrative support during the closing process for 18 loans processed in a one year period, ensuring deadlines were met.
  • Implemented a new data entry automation system, reducing manual entry time by 36% and increasing overall operation efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coordinated efforts with title companies to verify title report accuracy, preventing delays in 6 high-value real estate closings.
  • Streamlined the workflow process for loan funding requests, allowing for on-time disbursement for 12 consecutively approved applications.
  • Collaborated with team of 15 in the development of metric.
  • Managed daily communications between loan officers, clients, and external stakeholders, resulting in a quicker loan processing cycle by 24%.
  • Resolved product issue through consumer testing.
  • Led initiative to analyze and rework workflow bottlenecks, reducing processing time for incoming applications by 78%.
  • Played a key role in ensuring the successful audit clearance of 10 critical accounts by adhering to strict loan documentation standards.

Affiliations

  • Financial Management Association (FMA)
  • Freemason
  • American Society of Appraisers (ASA)
  • Loan Officers Network
  • Finance & Insurance Network (FIN)
  • National Association of Credit Management (NACM)
  • American Bankers Association (ABA)
  • Lions Club
  • Credit Union National Association (CUNA)
  • Commercial Finance Association (CFA)

Certifications

  • Certified Financial Marketing Professional (CFMP)
  • Certified Credit Officer (CCO) - Lakeside Partners
  • Intermediate Loan Processing & Documentation Certification - Brightline
  • Quality Assurance Loan Specialist Certification (QALS) - Beacon Labs
  • CompTIA Network+
  • Certified Residential Underwriter (CRU) - Brightline
  • Financial Data Compliance Certification - 2023
  • Certified Information Privacy Professional (CIPP) - Harbor & Co.
  • Salesforce
  • Certified Banking & Credit Management Professional (CBCMP)

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