Skilled team player able to optimize and organize group functionality. Ability to think outside the box to resolve progression issues. Expertise in vendor/client relations utilizing individual skills to achieve goals. Ability to quickly adapt and acquire new skills for continuous professional growth.
Overview
8
8
years of professional experience
Work History
Mortgage Advisor Assistant
Opes Advisors/Flagstar Bank
06.2017 - 10.2022
Worked with Mortgage Advisors to organize initial documentation in database
Worked with clients to gather any missing documentation for loan submission
Ran AUS as needed prior to submission to processing
Completed all pre-processing duties
Worked with clients to gather underwriting required documentation post approval
Submitted declined loans for denial letters
Maintained branch pipelines for flow and efficiency
Worked with escrow during opening through loan funding
Assisted post-close with any missed client/other documentation as requested
Assisted newly on-boarded MA's with database navigation/loan building
Provided MA assistance to nationally to maintain pipeline flow
Worked with management to create/update MAA role description
Receptionist/Processor 1
Opes Advisors
01.2015 - 06.2017
Provided overflow phone support for corporate main office
Supported Branch Manager with branch operations
Maintained branch meeting room schedules
Distributed pipeline reports for corporate branches
Assisted current pre-processors with VOM, VOE, VOR, condo docs, etc
Maintained a pipeline of 200+ loans in all pre-processing duties
Created and assisted with training materials/training for pre-processing duties
Organized new loan files for submission to processing/submitted to processing