loan officer assistant resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

I am looking to make a career change from the mortgage industry and back into my true passion of managing people and business. Being a people and business manager has always been my strength, I have missed this during my time in the mortgage industry. I thrive on challenging myself and the people around me on a daily basis to be their best and always do what is right, not only for the business but our customers. Results are obvious in management and not as apparent when managing files and pipelines. I am passionate about golf and I know the joy that it brings to people that play the game…I would like to be in a position to enhance that experience for the customers at Teravista.

  • 10 years General Manager experience
  • Strong leader
  • Full service restaurant background

  • Solid mortgage industry experience
  • Excellent attention to detail
  • Customer-oriented
  • Clicks Billiards - Two time winner of Manager of the Month.
  • Clicks Billiards - Awarded in the Top 3 Tier of Managers in Profitability.
  • Clicks Billiards - Finalist for Idea of the Year which brought in $30k in profit to the company.
  • Wells Fargo - Assisted Presidents Club Member top producer
  • Primelending - Assisted President's Club Power Producer
  • HLS - Originated and Assisted Top Producer Ranked in top 3 loan officers at Highland Loan Source Bank of America.
Loan Officer Assistant, 05/2013 - 11/2013
Freedom Mortgage Riverside, CA,
  • Managed the process of all loans in pipeline as a right hand to a senior loan officer with average volume of 4 million per month.
  • Assisted processing with submission and fulfillment of specialty loans primarily focusing on TVLB and bond loans through TDHCA and TSAHC.
  • Prepared reporting for pipeline management calls and communication t to sales and fulfillment.
  • Assisted processing with all details of file preparation to underwriting and communicated with buyers on all documentation needed post submission.
  • Maintained strong communication with processing and underwriting throughout the process and upheld standards driven by Meritage and Bella Vista Homes.
Mortgage Processor, 09/2012 - 05/2013
Bankwest Rapid City, SD,
  • Verified, analyzed and compiled application information for mortgage loans Reviewed residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment Gathered documentation to take each file submitted from pre-approval to closing.
  • Verified loan documents including income credit, appraisal and title insurance ultimately preparing application for submittal to underwriting.
  • Met crucial deadlines Ensured the timely and accurate packaging of all loans originated by loan officer for builder partner to meet all close dates set by builder partner.
Joint Venture Mortgage Loan Officer and Production Assistant, 03/2005 - 07/2012
Stanford Hotel Group Orlando, FL,
  • Produced and manufactured loans for contracts written in designated communities.
  • Maintained relationships and high levels of customer service with buyers and sales counselors.
  • Maintained strong communication with buyers throughout the process and upheld high standards driven by Highland Homes and Highland Loan Source.
  • Moved into the assistant role after volume for primary increased which created the need for a Production assistant/coordinator.
  • Ensured the timely and accurate packaging of all loans originated by loan officer for builder partner to meet all close dates set by builder partner.
Home Mortgage Customer Service Rep and Mortgage Associate Level I, 08/2002 - 02/2005
Stanford Hotel Group San Diego, CA,
  • Responsible for a variety of business development activities and various administrative services.
  • Provided necessary support to loan officers to increase production levels.
  • Organized filing system, answered phones, and prepared correspondence documents.
  • Prepared marketing materials and coordinated meetings and presentations.
  • Prepared high quality loans which met Wells Fargo Home Mortgage Guidelines while providing excellent customer service while in communication with applicants.
Sales Officer in Finance Department , 1999 - 2002 City, STATE,
  • Approved eligible buyers for subprime auto loans.
General Manager, 01/1992 - 01/1999
Clicks Billiards City, STATE,
  • During my time as a General Manager for clicks I decreased employee turnover by 50%, increased sales by 15% year over year and had consistent improvements in profits by 5% each year.
  • In this role I was sent to troubled locations within Clicks to return the location back to profitability.
  • Once the location was again profitable, I was moved to the next location that needed assistance.
  • Responsible for all aspects of business which included staffing, managing product, maintaining licensing, managing P&L, upholding company standards in customer service and the responsible service of alcohol.
General Manager, 1985 - 1992
Texas Corral Steaks City, STATE,
  • Responsible for all aspects of business which included, staffing, maintaining food quality, maintaining licensing, managing P&L,.
  • Optimized profits by controlling food, beverage and labor costs on a daily basis.
: Manager Development , Expected in 1986
Del Mar College - Corpus Christi, TX
Status -
HS Graduate: , Expected in 1980
Pine Tree High School - Longview, TX
Status -
  • Business Development
  • MS Office Suite

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Resume Overview

School Attended

  • Del Mar College
  • Pine Tree High School

Job Titles Held:

  • Loan Officer Assistant
  • Mortgage Processor
  • Joint Venture Mortgage Loan Officer and Production Assistant
  • Home Mortgage Customer Service Rep and Mortgage Associate Level I
  • Sales Officer in Finance Department
  • General Manager
  • General Manager


  • HS Graduate

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