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retail loan processor resume example with 14 years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary

Results-oriented Loan Processor highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Over 30 years of experience in loan processing and mortgages.

Skills
  • Complex Mathematics
  • Mortgage Loan Software
  • VA and FHA Loan Processing
  • Intuit QuickBooks
Work History
Retail Loan Processor, 11/2017 to 10/2022
Mass Bay Credit UnionBoston, MA,
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covJessicag VA, FHA, Conventional and USDA loans.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Coordinated closing process with attorneys, title companies and government clerks.
Mortgage Loan Processor, 10/2016 to 07/2017
Mass Bay Credit UnionQuincy, MA,
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Handled any conditions sent from underwriting departments.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Communicated with originator and applicant concerning progress of loan file.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covJessicag VA, FHA, Conventional and USDA loans.
  • Completed denial and cancellation procedures on applicable files.
  • Oversaw file input in mortgage software and grant-specific software.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Reviewed and validated details of loan applications and closing documentation.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Mortgage Loan Processor, 08/2015 to 10/2016
Douglas County School SystemDouglasville, GA,
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Handled any conditions sent from underwriting departments.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covJessicag VA, FHA, Conventional and USDA loans.
  • Completed denial and cancellation procedures on applicable files.
  • Oversaw file input in mortgage software and grant-specific software.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Reviewed and validated details of loan applications and closing documentation.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
Office Manager, 05/2008 to 07/2015
O'Shea's ConstructionCity, STATE,
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordJessicag and requisitions and stocking and shipment receiving.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Managed office operations while scheduling appointments for department managers.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Coordinated special projects and managed schedules.
  • Compared vendor prices and negotiated for optimal savings.
  • Evaluated employee records and productivity to complete employee evaluations.
  • Developed standard operating procedures for all administrative employees.
  • Arranged corporate and office conferences for company employees and guests.
  • Prepared meeting materials and took clear notes to distribute to stakeholders.
  • Maintained CRM database with customer updates and report generation.
Education
High School Diploma: , Expected in 1986 to Warren Travis White - Dallas, TX,
GPA:
Accomplishments
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved loan closings by completing loan processing duties with accuracy and efficiency.
  • Supervised team of 12-15 staff members.
  • Documented and resolved customer/employee issues which led to resolved results.

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Resume Overview

School Attended

  • Warren Travis White

Job Titles Held:

  • Retail Loan Processor
  • Mortgage Loan Processor
  • Mortgage Loan Processor
  • Office Manager

Degrees

  • High School Diploma

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