Business Development Manager Loan Officer Assistant resume example with 18+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
Professional Summary
Able to manage high volumes of loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Skills
Sale expertise
Relationship building and rapport
Cold calling
Product and service sales
Public Notary
Spanish speaking
Knowledge of FHA, CONV and VA Loans and CALHFA loans
Calyx Point
Docs Magic
Run DU
Prospect targeting
Business development and planning
Systems and software programs
Recruiting
Detail-oriented
45 WPM typing speed
Encompass
Byte
Optimal Blue
Application preparation
Work History
Business Development Manager /Loan Officer Assistant , 04/2019 to Current Glacier Bancorp – Morgan, UT,
Reach out to potential customers via telephone, email and in-person inquiries.
Organize marketing projects and sponsorship events.
Entrusted to support 3 high-producing Mortgage Loan Officers with ensuring quality, completeness and accuracy of all new loan applications.
Organized and administered Loan Officer in group presentations to educate the public of new loan programs.
Designed flyers and marketed business via Social Networks, Emails and Bulk-Mailing.
Met with applicants to obtain information, needed documents for loan application and answer questions about the process.
Review loan application to verify that application data was completed and meet establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment.
Assist with pricing and rate locks.
Responsible for managing pipeline for all originated loans by closing and completing the required management reports.
Obtain and process all necessary industry approvals-FHA, CONV and VA.
Pull credit reports, run automated underwriting such as DU/LP and entering information into Encompass.
Follow up on outstanding items reflected on the conditions report provided by underwriter.
Track, review and ensure accurate completion of appraisal, preliminary title reports and homeowners insurance.
Advise client with debt solutions, working step by step to ensure productive results.
Notarize loan documents when needed.
Loan Document Specialist, 08/2016 to 02/2019 Baylor Scott & White Health – Flower Mound, TX,
Prepared loan documents for all different types of loans, ensuring that all procedures are carried out effectively and within given deadline
Processed advances and disbursements and involved in preparation of payoff letters
Ordered and reviewed homeowners insurance
Calculated taxes and confirmed tax amount for out of State loans
Obtained, ordered, and analyzed all pertinent documentation and carried out verification of moderate to complex loan transactions
Prepared and sent out Closing Disclosures
Obtained all missing information and evaluate all documents for accuracy and assist eliminate all fraud and resolve all discrepancies
Verified lock and approval information for all loan programs and investors
Reviewed title policy, appraisal and escrow instructions for correct property addresses, vesting and legal description
Remain current on and adhere to all regulatory requirements and training
Performed all duties assigned
Reviewed and validated details of loan applications and closing documentation
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
Collector II , 12/2014 to 07/2016 Wells Fargo Funds Management LLC – City, STATE,
Used scripted conversation prompts to convey current account information and obtain payments.
Evaluated, researched and resolved discrepancies.
Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances.
Managed discharge and sale of default property.
Worked in call center environment handling manual and automatically dialed outbound calls.
Reviewed accounts for compliance with repayment agreements.
Contacted customers to discuss payment schedules and set up or immediately process payments.
Jr. Loan Processor , 01/2002 to 02/2014 National One Mortgage Corp. – City, STATE,
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories
Consulted with outside vendors to identify and resolve loan closing issues
Set up, stored and updated customer files, department records and regulatory paperwork
Assisted Escrow Officer prepare escrow instructions, order payoffs and banking when needed
Education
High School Diploma: , Expected in 1999 John W. North High School - Riverside, CA GPA:
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Resume Overview
School Attended
John W. North High School
Job Titles Held:
Business Development Manager /Loan Officer Assistant