Branch Coordinator Mortgage Loan Processor Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

My objective is to obtain a position as an Human Resource Generalist within a successful company wherein my abilities and skills will be utilized towards the growth of the organization.

  • Communicates effectively
  • Staff management
  • Operations management
  • Training and development
  • Hiring and retention
  • Employee relations
  • Regulatory compliance
  • Personnel records maintenance
  • Payroll expertise
  • Staffing and recruiting professional
  • Staff training and development
  • Maintains confidentiality

  • Proficient in LPS, Calyx Point, Encompass, Microsoft Word, Microsoft Office, Microsoft Outlook, and Excel
  • Sales expertise
  • Skilled multi-tasker
  • Complex problem solver
  • Microsoft Office
  • Dependable
  • People-oriented
  • Organized
  • Service Recognition Award for demonstrating the highest caliber of service and excellence
  • Loyalty Service Award, August 2012
  • Top Processor Award (Eagle Award) Quarter 3, 2012
  • Top Loan Processor Award (Eagle Award) Quarter 1, 2013
  • Loyalty Service Award, March 2013
  • Loyalty Service Award, April 2013
  • Loyalty Service Award, September 2013
  • Top Insurance Referral Award, September 2013
  • Top Loyalty Winner, 4th Quarter 2013
  • Loyalty Service Award, November 2013
  • Loyalty Service Award, December 2013
  • Received a top score of 5 out of 5 on all MPP Employee Yearly Reviews
  • Implemented several strategies that successfully increased sales and improved client retention rates.
  • Exceeded monthly funding goals of closed loans each month

Branch Coordinator/ Mortgage Loan Processor, 05/2014 to Current
Equity Bank Kansas City, MO,
  • Assure that all customer files are complete and in compliance with regulatory agencies and internal policies.
  • Conducts regular follow up with outside sources of outstanding documents.
  • Tracks and inputs all data and reviews for accuracy.
  • Analyze requests for exceptions to policy and determine acceptability to the risk requirements.
  • Processing Conventional, FHA, VA, Streamline, MN Housing and USDA loans from application through funding.
  • Pre-Underwrite Assets, Income, Title, Verification of Employment.
  • Work closely with the Post Closing Department to ensure files have sufficient documentation for loan sale.
  • Involved in interviews and responsible for performing I-9 employee verification for new hires.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Assisted senior-level credit officers with complex loan applications.
  • Performed daily maintenance of the loan applicant database.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Built knowledge about latest banking products and services through (Loan Officer Certification Course).
Loan Documentation Specialist , 05/2012 to 05/2014
The Shopping Center Group Louisville, KY,
  • Assure that all customer files are complete and in compliance with regulatory agencies and internal policies Conducts regular follow up with outside sources and handles incoming "status" calls from clients/buyers/Realtors/builders/title companies daily Analyze requests for exceptions to policy and determine acceptability to the risk requirements.
  • Clear all conditions from underwriting to ensure loan meets all internal qualifications.
  • Worked closely with parties involved to ensure files had sufficient documentation for loan sale.
  • Built knowledge about latest banking products and services through required training courses and programs.
  • Complete all information in the database, ensure clients get all their initial documents, and remain in compliance.
  • Utilized the automated underwriting engines to assess credit and collateral risk
  • Post closing compliance.
Pharmacy Technician & Insurance Verification Specialist, 11/2011 to 04/2012
Triessent Specialty Pharmacy City, STATE,
  • Responsible for managing insurance verification and prior authorizations on expensive medications (for clients with chronic diseases).
  • Provided exceptional customer service for Blue Cross Blue Shield specialty customers.
  • Managed 'life-or-death' situations between medical offices and insurance companies to ensure the customers would get their needed medications.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Communicated directly with doctors' offices via telephone, fax and email.
  • Entered new patient profiles and prescriptions into medication input software system.
  • Efficiently answered multi-line phone calls and processed high volume of order requests from nurses, doctors and pharmacists.
  • Appropriately resolved customer issues, complaints and questions.

Property Manager, 06/2007 to 11/2011
122 Enterprises City, STATE,
  • Managed a commercial property totaling over 15,000 square feet.
  • Maintained in-depth knowledge of competition through consistent evaluation of market conditions and trends.
  • Conducted apartment tours for potential tenants and answered any questions.
  • Collected and kept careful records of rental payments.
  • Monitored and documented all income, including delinquencies.
  • Handled customer complaints personally to verify they were properly handled.Taught, promoted and enforced safe work practices among on-site staff.
  • Developed and managed a highly skilled on-site staff through effective recruitment, training and motivation.
  • Worked with the owners to identify, develop and achieve community goals and objectives.
  • Updated tenant and unit information to keep current in housing database.
  • Managed team of 12 of professional staff members.
  • Reduced and controlled expenses by eliminating unnecessary expenses
  • Surpassed revenue goals in four consecutive quarters.
  • Served as mentor to junior team members.
  • Executed integrated advertising campaign across multiple media channels.
  • Increased profits by developing, initiating, and managing efficiently
Bachelor's Degree: Psychology , Expected in 2014
Winona State University - Winona, MN
GPA: GPA: 3.5

Minor in Individualized Studies

3.5 GPA

Member of Psychology Club

Coursework in Business, Communications and Organizational Psychology

: , Expected in 2014
Loan Origination Certification - ,

Strong interpersonal skills, excellent customer service, data analysis, database organization, detail-oriented, documentation management, financial knowledge, sales, marketing, planning, forecasting, management, advanced credit analysis, training, insurance knowledge, loan documentation, marketing, monitoring policies, detailed reporting, sales, phone, time management, underwriting knowledge, written communication, and maintaining important and confidential forms.

Top 5 Strengths according to Gallup Strength Finder 2.0 Testing: Competition, Achiever, Individualization, Positivity, Strategic.

Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Encompass, LIS, Calyx.

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Resume Strength

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Resume Overview

School Attended
  • Winona State University
  • Loan Origination Certification
Job Titles Held:
  • Branch Coordinator/ Mortgage Loan Processor
  • Loan Documentation Specialist
  • Pharmacy Technician & Insurance Verification Specialist
  • Property Manager
  • Bachelor's Degree