Amanda Woolward
Summary
Accomplished Mortgage Professional with 9 years of experience in the mortgage industry, working 7 years as a Senior Mortgage Underwriter. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Mortgage Associate
The Place To Mortgage - Mortgage Alliance
08.2014 - Current
- Maintained a high level of customer satisfaction by providing prompt and accurate application status updates.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Prepared mortgage documents and explained terms to clarify loan conditions and requirements with applicants.
- Followed up with clients on missing loan documents, providing guidance on the best way to complete the application process.
- Explained different types of loans pertaining to client situations.
- Developed an extensive network of referral partners to source new mortgage loan opportunities.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Senior Mortgage Underwriter
The Place To Mortgage - Mortgage Alliance
03.2016 - 07.2023
- Verified the integrity of applicants' information to minimize fraud.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted clients with improving financial health by counseling on issues such as credit rebuilding, re-payment history and overall spending habits.
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Processed mortgage applications and monitored progress from start to finish. Ensure finance dates and closing dates are kept top of mind and met on time.
Education
The Practice of Mortgage Brokerage
RECA
08.2014
Fundamentals of Mortgage Brokering
Alberta Mortgage Brokers Association
04.2014
Skills
- Document Analysis
- Regulatory Compliance
- Client Account Management
- File Management
- Application Review
- Customer Communication
- Microsoft Office
- Problem-Solving
- Closing Support
Accomplishments
Awarded the Peer Mentorship award for 2023 from the Alberta Mortgage Brokers Association.
Timeline
Senior Mortgage Underwriter
The Place To Mortgage - Mortgage Alliance
03.2016 - 07.2023
Mortgage Associate
The Place To Mortgage - Mortgage Alliance
08.2014 - Current
The Practice of Mortgage Brokerage
RECA
Fundamentals of Mortgage Brokering
Alberta Mortgage Brokers Association
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