Loan Officer Assistant Resume Example Union Home Mortgage

LOAN OFFICER ASSISTANT

Professional Summary

Experienced mortgage professional and licensed loan officer who has strong organizational skills and a comprehensive understanding of all aspects of the loan process. Passionate about the mortgage industry. Organized and driven, committed to delivering a high level of accuracy and service.

Skills

Positive attitude
Self-sufficient
Deadline-driven
Analytical thinking
Customer-oriented
Strong customer relations

Proficient in Encompass, Word and Outlook
Articulate and well-spoken
Professional phone etiquette
Pleasant demeanor
Excellent work ethic

Work History

Mortgage Loan Originator, 03/2019 to Current
Union Home Mortgage – Scottsdale, AZ

Assessed clients' financial situations to develop strategic financial planning solutions.
Contacted potential clients to pursue sales and originate loans
Reviewed loan files to determine loan program and creditworthiness
Explained different types of loans pertaining to client situations.
Fielded customer complaints and provided solutions.
Continually stayed up-to-date on mortgage rates and related real estate news.
Worked closely with clients to get the appropriate loans, inspections and credit reports.

Mortgage Loan Originator, 05/2018 to 02/2019
Cardinal Financial – Scottsdale, AZ

Voted "Top Funder" of all of Phoenix branches in December 2018 with 1.8 million in funded loans
Top producer with 50 credit applications per month
Attracts new mortgage loan applications by developing relationships within the community, making sales calls to prospective customers
Assessed clients' financial situations to develop strategic financial planning solutions
Approves mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk
Protects bank's image by keeping mortgage loan information confidential
Originated, reviewed, processed, closed and administered customer loan proposals
Maintained strict confidentiality of bank records and client information
Recommended loan approvals and denials based on customer loan application reviews
Developed prospects for new loans by conducting 600 cold calls weekly
Successfully closed an average of 4 loans per month

Loan Officer Assistant, 11/2016 to 05/2018
Alliance Home Loans, LLC - High Street East Office NMLS #1480850 – Phoenix, AZ

Maintained a pipeline of 30-40 loans simultaneously
Customer service with heavy email, phone and contact with borrowers, agents and builders
Assisted lead company loan officer with 2 million dollars in production per month
Assisted with all aspects of the loan process from initial lead to closing in a fast paced environment
Prepared loan files for submission to processing and underwriting
Reviewed borrower documentation for completion and accuracy
Responsible for ensuring needs list items and conditional approval items were satisfied
Prepared addendum's to purchase contracts and derogatory credit letters
Ordered appraisals, inspections and surveys
Reviewed and edited loans to ensure accuracy
Maintained constant communication with loan officer, processors and assistants on progress of loans
Ran credit reports to determine credit history and assist with preparing prequalifications by calculating income and DTI
Ran reports for DU and property profiles
Daily pipeline review

Business Owner, 06/2013 to 11/2015
Iron Warrior Jewelry – Scottsdale, AZ

Responsible for creative design for fitness jewelry company
Worked directly with oversees manufacturers to design and order inventory of 100 plus designs per month
Prepared up to 100 plus orders per day for shipment
Designed print and marketing initiatives for website
Provided continued maintenance and product uploads for website
Put together realistic budgets based upon costs and fees for effectively operating the business
Managed widevariety of customer service and administrative tasks to resolve customer issues quickly and efficiently
Educated customers about the brand to incite excitement about the company's mission and values
Processed payments and managed merchant account
Handled daily heavy flow of paperwork, emails and phone calls
Bagged, boxed or gift-wrapped sold merchandise per customer's request
Resolved customer service issues promptly

Education

Mortgage Loan Originator, 2018
Arizona School of Real Estate and Business - Scottsdale, AZ

Continuing Education to Associates Degree: 2016
Grand Canyon University - Phoenix, AZ

Continuing education in general education studies
Maintained 3.8 GPA

Continuing Education to Associate Degree: 2012
Maricopa Community Colleges - Phoenix College - Phoenix, AZ

Continuing education in algebra, psychology, history and english
Maintained 3.8 GPA

Licenses

NMLS ID 1748117

Licensed in the following states:

Arizona

Nevada

Utah

Texas

California

North Carolina

Washington

Florida

Tennessee

New Mexico

New Jersey

Resume Overview

Companies Worked For:

Union Home Mortgage
Cardinal Financial
Alliance Home Loans, LLC - High Street East Office NMLS #1480850
Iron Warrior Jewelry

School Attended

Arizona School of Real Estate and Business
Grand Canyon University
Maricopa Community Colleges - Phoenix College

Job Titles Held:

Mortgage Loan Originator
Loan Officer Assistant
Business Owner

Degrees

Mortgage Loan Originator , 2018
Continuing Education to Associates Degree : 2016
Continuing Education to Associate Degree : 2012

Loan Officer Assistant Resume Example

Resume Score: 65%

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