Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Production Partner
New American Funding
Tampa, Florida
07.2023 - Current
Processed loan applications according to established procedures while adhering to compliance standards.
Verified borrower’s income, assets and liabilities to ensure they meet lending requirements.
Analyzed complex financial data to determine eligibility criteria for loans.
Accurately calculate income based on paystubs, W2's, tax returns.
Collaborated with real estate agents, title companies, appraisers and other third-party vendors throughout the loan process.
Developed strong customer service skills to effectively respond to inquiries from clients and lenders.
President of Parent Advisory Board
Prospect Heights Middle School
Orange, VA
08.2024 - Current
Planned and implemented fundraising events.
Supported cash flow management by developing projections for annual donations, sales and grants.
Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
Loan Officer Assistant
Team Phil Nguyen/ Bay Equity
Falls Church, Virginia
07.2022 - 07.2023
Provided team management in the success of over $200 million in sales per year
Maintained referral source relationships through quick response time and excellent custom service.
Developed an understanding of various types of mortgage products available from different lenders.
Verified accuracy of information on loan applications including income, employment, assets, debts and credit scores.
Researched complex borrower situations in order to provide solutions that best fit their needs.
Monitored daily pipeline reports to ensure that loans were processed in a timely manner.
Managed customer expectations throughout the entire loan process while providing exceptional customer service.
Actively participated in weekly team meetings offering suggestions and updates on progress made.
Performed pre-qualification assessments based on borrower’s financial profile.
Remained in contact with customers to follow up on loan applications and answer basic inquiries while providing quality service.
Reviewed closing documents with borrowers prior to signing ensuring accuracy of terms and conditions outlined in the mortgage agreement.
Loan Officer Assistant
Atlantic Coast Mortgage
Charlottesville, Virginia
11.2016 - 07.2022
Performed pre-qualification assessments based on borrower’s financial profile.
Analyzed credit reports for potential underwriting issues or discrepancies.
Collected supporting documentation from customers, gathering documentation for pre-approval.
Analyzed customer’s credit and financial scenarios to determine appropriate loan products.
Verified accuracy of information on loan applications including income, employment, assets, debts and credit scores.
Acted as point of contact by keeping customer and referral sources informed throughout process.
Monitored daily pipeline reports to ensure that loans were processed in a timely manner.
Assisted Loan Officers in processing loan applications and gathering necessary documents for underwriting.