Business Development Manager Loan Officer Assistant resume example with 18+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
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.

  • 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 BancorpMorgan, 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 HealthFlower 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 LLCCity, 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
High School Diploma: , Expected in 1999
John W. North High School - Riverside, CA
  • Member of Education and Human Services Academy
  • Graduated with 3.25 GPA
  • Dean's List 2nd Semester - 1999

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Resume Overview

School Attended

  • John W. North High School

Job Titles Held:

  • Business Development Manager /Loan Officer Assistant
  • Loan Document Specialist
  • Collector II
  • Jr. Loan Processor


  • High School Diploma

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