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Real Estate Loan Processor Resume Example

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JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

I am a personable Real Estate professional offering 8 years of superior client satisfaction in real estate transactions, and over 10 years in customer service with a keen eye for detail. I am highly organized and always remain poised in fast-paced and high-functioning environments. Experienced in working in a high tolerance for change workplace, with ambiguity, personal integrity, and a high desire to deliver results as demonstrated in the real estate, financial services, and legal industry. I bring to the table vast knowledge of the real estate industry with a genuine desire to help people, a passion for leadership, the ability to oversee conflict resolution and deliver satisfactory customer experiences.

Skills
  • Customer and Client Relations
  • Management + Leadership
  • New Employee Training and Development
  • Team Direction and Team Building
  • Real Estate Transaction Operations
  • Real Estate Finance
  • Real Estate Law
  • Operations and Admin Experience
  • Case Management
  • Contract Preparation and Review
  • Financial Document Review and Processing
  • Closing and Escrow Operations
  • Meeting Coordination and Scheduling
  • Organizational Skills
  • Microsoft Office and Google Suite
  • DotLoop and DocuSign
  • MLS Database Operations
  • CRM Software
  • Systems Build
Experience
06/2021 to Current Lead Transaction Manager Redfin | Loudoun, VA,
  • Cultivated congenial relationships with clients and other parties in transactions with ultimate focus on customer satisfaction and business growth.
  • Open and Managed contract administration, including opening escrow, validating codes and monitoring reporting.
  • Efficiently updated and managed listings in current market Multiple Listing Service.
  • Prioritized and organized tasks to efficiently accomplish company goals.
  • Identified and solved complex strategy problems that impact closing of acquisitions and resale transactions.
  • Reviewed final real estate transactions and reconciled funds received and disbursed for property transactions.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Prioritized and organized tasks to efficiently accomplish company goals.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Demonstrated leadership by making improvements to work processes and helping to train others by working with team members and customers to find workable solutions.
  • Experienced in Florida, Georgia and North Carolina markets, working directly with lead high producing agents to successfully close 100+ transactions on a monthly basis.
01/2020 to 04/2021 Licensed Transaction Coordinator Altura Credit Union | San Jacinto, CA,
  • Cultivated congenial relationships with clients and other parties in transactions with ultimate focus on customer satisfaction and business growth.
  • Open and Managed contract administration, including opening escrow, validating codes and monitoring reporting.
  • Efficiently updated and managed listings in current market Multiple Listing Service.
  • Prioritized and organized tasks to efficiently accomplish company goals.
  • Identified and solved complex strategy problems that impact closing of acquisitions and resale transactions.
  • Reviewed final real estate transactions and reconciled funds received and disbursed for property transactions.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Prioritized and organized tasks to efficiently accomplish company goals.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Demonstrated leadership by making improvements to work processes and helping to train others by working with team members and customers to find workable solutions.
  • Experienced in Florida, Georgia and North Carolina markets, working directly with lead high producing agents to successfully close 100+ transactions on a monthly basis.
02/2017 to 12/2020 Real Estate Loan Processor USAA, Federal Savings Bank | City, STATE,
  • Performed remarkable customer service through telecommunications and via email to correspond with loan applicants, real estate agents, brokers, and third party affiliates.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Obtained and substantiated paperwork in a real estate transaction pertaining to an individual's personal and financial data.
  • Examined the conditions for loans set forth by the underwriter to ensure for accuracy and in accordance with the stipulations of the loan policy.
  • Performed daily maintenance of loan applicant database.
  • Executed the review of settlement statements and closing disclosures in preparation for the closing and final review, and analyzed the document package.
  • Specialized in New Construction loan processing and closing.
08/2015 to 02/2017 Senior Trial Litigation Paralegal Albertelli Law | City, STATE,
  • Responsible for creating and maintaining company and client relationships.
  • Provided assistance to attorneys and trial teams through case management, including the discovery process, case investigation and trial preparation.
  • Managed and oversaw daily task and operations of the trial litigations team composed of 6+ legal assistants across the middle and southeast, Florida region.
  • Responsible for composing, distributing and delegating reports, case task and workflow for the trial litigations teams.
  • Organized and conducted all company policy and procedural training concerning regulations and compliance for all incoming and transitioning legal assistants for the trial team.
  • Responsible for preparing and communicating weekly and monthly production to management, and leadership for performance review meetings.
05/2013 to 08/2015 Client Communication Legal Assistant Albertelli Law | City, STATE,
  • Responsible for creating and maintaining company and client relationships.
  • Provided assistance to attorneys and trial teams through case management, including the discovery process, case investigation and trial preparation.
  • Communicated case related dates and information, completed database maintenance, review and preparation of documents, reports and correspondence.
  • Authorized to review and handle privileged and confidential information for both clients and opposing parties.
  • Responsible for composing, distributing and delegating reports, case task and workflow.
  • Organizing and conducting training for current and incoming employees, and promoting company expectations and legal ethics.
Education and Training
Expected in 2008 Diploma | Gaither High School, Tampa, FL, GPA:
Expected in 08/2019 Diploma | Bob Hogue School of Real Estate, Tampa, FL, GPA:
  • Completed coursework in Real Estate Sales
Additional Information

Licensing & Certifications:

  • Florida Licensed Sales Associate - License #SL3451697, Issued 09/02/2019
  • Georgia Licensed Sales Person - License #401373, Issued 02/18/2020
  • North Carolina Licensed Broker - License #319238, Issued 3/26/2020

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Resume Strength

  • Measurable Results
  • Personalization
  • Target Job

Resume Overview

School Attended
  • Gaither High School
  • Bob Hogue School of Real Estate
Job Titles Held:
  • Lead Transaction Manager
  • Licensed Transaction Coordinator
  • Real Estate Loan Processor
  • Senior Trial Litigation Paralegal
  • Client Communication Legal Assistant
Degrees
  • Diploma
  • Diploma