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Experienced and goal-oriented Loan Processor. Adept in assisting qualified applicants with obtaining loans in a timely manner. Able to successfully analyze and evaluate loan applications and write final contracts. Proven track record of addressing customer needs while presenting and exploring all of their financial options. The ability to cultivate.

Key Skills

Professional Experience

Loan Processor

Wells Fargo, Reinsberg, UM
Jun 2007 - Sep 2019
  • Developed trustworthy relationships with clients seeking loans. 
  • Ran thorough credit reports and advised clients on their financial situations.
  • Helped client to understand the terms of the best loan suited for them and their lifestyle. 
  • Worked quickly and efficiently to have loans processed as quickly as possible. 
  • Increased the rate of return clients with unparalleled customer service and a commitment to satisfaction. 

Loan Processor

ABC Bank, Reinsberg, UM
Apr 2001 - May 2007
  •  Reviewed loan applications and assist home buyers seeking mortgage loans. 
  • Assisted home buyers with gathering the proper documentation for loan approval. 
  • Ordered credit and title reports. 
  • Ensured the privacy and security of a customer's files every step of the way. 
  • Communicated with attorneys, county clerks, and title companies. 
  • Made recommendations for alternate actions as needed. 
  • Processed hundreds of loan applications in a timely and effective manner. 

Executive Assistant to Loan Processor

ABC Bank, Reinsberg, UM
Apr 2000 - Apr 2001
  • Assisted Loan Processor with any clerical and administrative duties necessary. 
  • Became very familiar with the loan process and cultivated positive relationships with those involved in the process. 
  • Supported managing partners of the company by assisting with duties as needed. 

Education

Master of Finance
Ohio State University
Aug 2001 - Aug 2004 - Ohio, CO
Bachelor of Economics
University of Washington
Aug 1997 - May 2001 - Washington, US

Achievements

Appreciated for developing ideas.
Aug 2017
Earned appreciation as a call monitoring Superstar; effectively addressed the needs and concerns of customers while adhering to Chase guidelines regarding authentication, disclosure and customer service. 
Managed a portfolio of loans in default
Sep 2016
Created document checklists according to the type of modification consideration; responded appropriately to internal or other 3rd party inquiries. 

Certifications

Certified Purple Processor (CPP)
Sumasoft
Jun 2015
Certified Master Loan Processor (CMLP)
Flat World Solutions
Jun 2019

Hobbies & Interests

Career Aspiration

Over the 3 years I want to see myself as a Loan Processor with ''Bay Equity'' utilizing the diverse experience of mortgage loan processing to provide both the company and its clients with the best in loan solutions.

Favorite Quote

“Challenges are what make life interesting and overcoming them is what makes life meaningful.”

- Joshua J. Marine

Languages

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