Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Manages high-volume 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
04/2019 to Current Business Development Manager /Loan Officer Assistant Glacier Bancorp | Prescott, AZ,
  • 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 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 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 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 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
08/2016 to 02/2019 Loan Document Specialist Bank Of Hawaii | Princeville, HI,
  • 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
12/2014 to 07/2016 Collector II 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
01/2002 to 02/2014 Jr. Loan Processor 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
Expected in 1999 High School Diploma | John W. North High School, Riverside, CA GPA:
  • 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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