Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
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.
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 CurrentBusiness Development Manager /Loan Officer AssistantGlacier 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 02/2019Loan Document SpecialistBank 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 07/2016Collector 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 02/2014Jr. 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
Education
Expected in 1999High School Diploma | John W. North High School, Riverside, CAGPA:
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
resume Strength
Clear Contact Info
Completeness
Formatting
Personalization
Strong Summary
Target Job
Typos
Word Choice
Resume Overview
School Attended
John W. North High School
Job Titles Held:
Business Development Manager /Loan Officer Assistant
