Loan Processor / Administrative Assistant Resume Example Hometown Financial Services

LOAN PROCESSOR / ADMINISTRATIVE ASSISTANT

Professional Summary

A self starter. Eager to learn & develop new skills. Loyal and Dependable. Looking for a Challenging position that will be a physical and mental challenge that will enable me to make contributions while developing new skills. Management experience and exceptional people skills. Responsible, Well-qualified, Adaptable, Client-focused, Committed, Dedicated, Detail-oriented, Energetic, Hardworking, Highly motivated, Multi-task-oriented, Organized, Personable, Reliable.

Core Qualifications

Customer Service
Office Manager
Payroll Specialist
Data Conversion Operator
Senior Loan Processor
Proficiency in TRID
Train New Employees
Office Key Holder
Administrative Assistant

Account Receivable
Loan Processing Software Knowledge Point, Genesis, Encompass
Payroll Software Knowledge Cyberpay, Execupay, Cache - ACH
Account Management
Problem Solving
Weekly, Semi Monthly, Biweekly, Annual Payroll

Experience

Loan Processor / Administrative Assistant
February 2014 to CurrentHomeTown Financial Services - Escondido, Ca

Familiar with Encompass Software.
Running Credit.
Enter Loan Submissions.
Submit Loans Online.
Run DU and LP
Opening Escrow & Title.
Verify all Documents are in new submission file
Answer & Direct phone calls.
Update document tracker/pipeline.
Verify income debt ltv & ratios are correct on new submissions.
Print/Email 1008/1003 & all Disclosures.
Review Escrow Instructions & Preliminary Reports and Purchase Agreements.
Maintain customer service with Borrowers, Loan Officers, and Lenders.
Examine documents received for content conformity to loan guidelines.
Audit Credit Invoice for accounts payable.
Order VOM, VOE, VOD, VOR.
Order Title/Escrow Amendments.
Review Formal Approval for correct loan amount/rate/rebate.
Complete Submission Forms and Doc Requests.
Review Funding Conditions.
Follow up on Recordings & Broker Check.
Calculating Income.
Submit - Full Doc, Hard Money, HARP and Fannie Mae, Freddie Mac, FHA and HECM Reverse Mortgage Loans.
Lock Loans and Review Lock Confirmations
Receive & Review Appraisals (PDF Format).
Keep Loan Officers up to date of status of loans.
Process Refi's and Purchase Loans.
Primary key holder to office.

Payroll Specialist
September 2007 to August 2013Meridian Payroll Group - Temecula, Ca

Processed Payroll for 200 + Accounts.
Familiar with Cyberpay, Execupay payroll Software.
Customer Service to Clients and Potential New Clients.
Open and Close Office-Key Holder.
Received Payroll Hours via Phone, Fax, Email, or Drop off.
Enter and Process Payroll Hours. Reviewed Payroll for Accuracy.
Print, Stuff/Seal Payroll Checks. Package Payroll.
Email/Fax Payroll Reports.
Call Clients with Payroll Figures.
Enter and Set up New Clients into Payroll System.
Set up Health Insurance-Post or Pre-Tax.
Set Up Garnishments, Set up 401K.
Train New Employees to Process Payroll.
Calculate Annual Salary based on Yearly, Monthly, Semi-Monthly, Bi-weekly, Weekly pay frequency to achieve Salary amount.
Set up Direct Deposits, Scanned and Set up Electronic Signatures.
Answer/Direct phone calls.
Check Emails for Incoming Payroll, Documents, and Questions.
Call/Online submission for State/Federal ID numbers.
Maintained Supplies-Ordered Checks, Toner, and Envelopes.
Voided and Reissue Checks. Reprinted Checks.
Maintained and Printed Daily Clients list for Payroll Specialists.
Called Clients daily getting Status of Payroll Hours.
Processed Daily Hours for Prevailing Wage Clients- Printed Certified Reports. Printed Clients Reports for Audits.
Sorted Payroll Packages for USPS- weigh for Metered Postage, Courier-Printed Labels, and Pick up-Sort and File.
Sent out 941 Quarterly Reports.
Sent out Year End packages including 940, 941, and W2's for Clients.
Reviewed EFTPS Daily. Wired EFTPS - ACH Funds.
Processed Employees in E-Verify.

Loan Processor / Manager
May 2001 to July 2005HomeTown Financial Services - Escondido, Ca

Familiar with Point, Genesis, and Encompass Software.
Running Credit, MicroSoft Word, Outlook.
Enter Loan Submissions.
Submit Loans Online (D/U).
Opening Escrow & Title.
Verify all Documents are in new submission package, Answer & Direct phone calls.
Update document tracker/pipeline.
Verify income debt ratios & ltv are correct on new submissions.
Print 1008/1003 & all Disclosures.
Review Escrow Instructions & Preliminary Reports.
Provide support to other processors.
Maintain good customer service with Borrowers, Loan Officers, and Lenders.
Examine documents received for content conformity to loan guidelines.
Audit Credit Invoice for accounts payable.
Order VOM, VOE, VOD, VOR.
Order Title/Escrow Amendments.
Review Formal Approval for correct loan amount/rate/rebate.
Complete Doc Requests.
Review Funding Conditions.
Follow up on Recordings & Broker Check.
Calculating Income.
Submit - Full Doc, Lite Doc/Stated Income, SI/SA and NI/NA Loans.
Process 80/20 loans.
Subordinations.
Lock Loans.
Receive & Review Appraisals (PDF Format).
Keep Loan Officers up to date of status of loans.
Process Refi's and Purchase Loans.
Train new employees for Processing Department.
Primary key holder to office.

Data Conversion Operator
September 1996 to January 2002UNITED STATES POSTAL SERVICE - Riverside, Ca

Processing of mail on computer.
Typing required 13,000 key strokes per hour.
Process 1,083 Images (mail pieces) per hour.
Maintain Accuracy of 99.6%.
Trained in Ergonomics by Data Span.
Maintain Excellent attendance record.
Maintain all requirements and procedures required by the Postal Service.

Education

High School DiplomaGarden Grove High School - Garden Grove, Ca, USA

Professional Affiliations

Processed Payroll for 200 + Clients per month.

2013 to 2015 - Funded Loans with United Wholesale Mortgage, Pacific Union Bank, Amerisave, New American Funding, Liberty Mortgage, Motive Lending and REMN.

2001 to 2005 - Funded Loans with Downey Savings, Decision One, Washington Mutual, Accredited and PRMG.

Additional Information

AWARDS RECEIVED - Best Improved Award 1998. Best of Best Award 1998. Processor of the Year 2001. Processor of the Year 2002. Processor of the Year 2003. Processor of the Year 2004. Processor of the Month 01/05. Processor of the Month 02/05.

Skills

Accounts Payable, Administrative Assistant, Maintain Clients, Customer Service, Wire Funds, Management, Office, Outlook, MicroSoft Word, Multitasking, Payroll Processing, Manage and Train Employees, Loan Processing, Typing 80 WPM, Maintain Accuracy, Data Entry, Wire Funds, Open and Close Office. Work well under pressure.

Resume Overview

Companies Worked For:

HomeTown Financial Services
Meridian Payroll Group
UNITED STATES POSTAL SERVICE

School Attended

Garden Grove High School

Job Titles Held:

Loan Processor / Administrative Assistant
Payroll Specialist
Loan Processor / Manager
Data Conversion Operator

Degrees

High School Diploma

Loan Processor / Administrative Assistant Resume Example

Resume Score: 90%

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes