Goal-driven Loan Processor highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Experienced administrative professional offering solid background in loan processing. Coordinates documents, corrects errors and liaises with external parties to complete paperwork and facilitate smooth closings. Knowledgeable about [Area of expertise] operations, best practices and regulatory requirements. Hardworking and reliable [Job Title] with strong ability in [Task]. Offering [Skill] and [Skill]. Highly organized, proactive and punctual with team-oriented mentality.
Managed conditions sent from underwriting departments.
Maintained complete confidentiality of submitted information according to release guidelines.
Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
Filed completed packages quickly and efficiently.
Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
Completed closing process by collaborating with attorneys, title companies and government clerks.
Reviewed initial client documentation to structure and submit loan package.
Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
Inspected loan package documentation to spot suspicious or fraudulent documentation.
Followed up after loan close to congratulate, thank and provide next steps to customer.
Structured loan packages by properly analyzing credit reports, income and asset documents.
Conducted customer interview, validating information submitted in loan documents.
Collaborated with stakeholders to facilitate successful and timely loan transactions.
Calculated income, assets and liabilities to meet lender requirements.
07/2020 to 07/2021
Consumer Quality AssuranceFirst American Financial – Clearfield, UT,
Developed efficient and thorough test cases and scripts to facilitate consistent approach to product development in agile environment.
Worked alongside developers and other project stakeholders to understand function, features and testing needs of each program.
Suggested updates to software to improve usability, function and performance of [Type] products.
Assessed materials, parts and products for conformance with quality control requirements and production specifications.
Trained newly hired employees by explaining company procedures, job duties and performance expectations.
Adhered to safety protocols to minimize equipment damage and avoid injuries.
Wrote detailed reports outlining performance, quality and defect rates.
Completed non-destructive tests and conducted continuous inspections.
Inspected and repaired products to meet project expectations.
Used specialized tools to take precise measurements of various aspects of samples.
Documented nonconformities and recommended techniques for prompt resolution.
Consulted with engineers to resolve quality, production and efficiency problems.
Developed and implemented strategies for defect prevention and process efficiency.
Recommended improvement measures to production process to meet quality control standards.
Examined products and materials for defects or deviations to remove or discard non-conforming items.
Oversaw proper tagging and identification of parts and components, enabling rejected or non-repairable parts to be properly marked, quarantined and rendered unusable.
Reviewed drawings and blueprints to complete inspection at appropriate levels.
Analyzed plans, specifications and blueprints to understand product requirements.
Inspected, tested and measured materials for conformance to specifications and regulatory requirements.
Identified production concerns and worked with supervisors to understand and remedy situations.
Provided safety information to contractors, engineers, or test equipment operators.
Read blueprints and manuals to determine test procedures or adjustment methods.
Matched arriving materials with purchase orders, submitted discrepancy forms as necessary.
Marked materials with grade or acceptance status.
Notified supervisors or other relevant personnel of test or production issues.
Selected samples for use as test models.
Made adjustments to equipment or calibrated instruments to required tolerances.
Administered competency tests to determine engineers or operators are qualified to use equipment.
Positioned components, parts or materials for testing.
Recommended essential corrective actions based on test results.
Learned new testing methods through continued education and research.
Calibrated products to match design and operational specifications.
Noted changes during testing in project documentation.
Checked software programs for usability, functionality and design issues.
06/2019 to 07/2020
Receptionist, Sales, BookkeepingValley Glass – City, STATE,
Collected payments and provided accurate change.
Scheduled and confirmed appointments.
Answered and directed incoming calls using multi-line telephone system.
Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
Helped customers find specific products, answered questions and offered product advice.
Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
Trained new team members in cash register operation, stock procedures and customer services.
Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Built and maintained relationships with peers and upper management to drive team success.
Maintained daily calendars, set appointments with clients and planned daily office events.
Reviewed files, recordings and other documents to obtain information to respond to requests.
Processed payments and updated accounts to reflect balance changes.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Sorted incoming mail and directed to correct personnel each day.
Answered product questions with up-to-date knowledge of sales and promotions.
Oversaw office inventory by restocking supplies and submitting purchase orders.
Engaged customers in friendly, professional dialogue to determine needs.
Received and displayed product shipments on store retail shelves upon delivery.
Developed trusting relationships with customers by making personal connections.
Assisted teammates with sales-processing tasks to meet daily sales goals.
Answered incoming telephone calls to provide store, products and services information.
Handled conference room scheduling, collaborating with meeting organizers on logistics and catering.
Defined bookkeeping policies and procedures by developing system to account for financial transactions.
Collaborated with supervisors and managers to develop solutions regarding discrepancies.
Used technology resources to assist customers in locating and selecting items.
Prepared financial reports by collecting, analyzing and summarizing account information and trends.
Scheduled and confirmed appointments and meetings for management team.
Updated and recorded customer or client information to maintain accounts.
Served visitors by greeting, welcoming and directing to appropriate personnel.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
Reviewed financial information in QuickBooks to mitigate annual audit risks.
Obtained signatures for financial documents and internal and external invoices.
03/2018 to 09/2018
Escrow AssistantInsured Titles – City, STATE,
Ordered demands, HOA statements, evidence of insurance and other required documents.
Facilitated clear and effective communication between brokers, borrowers and lenders.
Put together closing statements for buyer and seller review.
Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
Managed master calendar of signings and organized related paperwork.
Consulted with customers to discuss market information.
Verified ownership, transaction information and dividend distribution instructions to conform with governmental regulations.
Coordinated transfer of security certificates to schedule delivery.
Scheduled and coordinated delivery of security certificates to and from companies and customers.
Monitored daily stock prices to compute fluctuations for secure loan collateral requirements.
Optimized loan collateral strategies based on stock prices and fluctuations.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Prioritized and organized tasks to efficiently accomplish service goals.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Improved operations by working with team members and customers to find workable solutions.
Education and Training
Expected in 06/2006
High School Diploma: Columbia Falls High School - Columbia Falls, MT GPA:
Expected in
Associate of Arts: Flathead Valley Community College - Kalispell, MT GPA:
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