Summary
Overview
Work History
Education
Skills
Timeline
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Melanie Colvin

Tuolumne,CA

Summary

Dynamic Loan Officer Assistant with proven expertise with top mortgage banks, excelling in loan processing and documentation review. Enhanced client satisfaction through proactive communication and efficient file management, resulting in a notable reduction in processing times. Cultivated strong relationships with real estate agents, driving business growth and referral opportunities.

Overview

13
13
years of professional experience

Work History

Loan Officer Assistant

US Bank Home Mortgage
07.2021 - 02.2024
  • Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience.
  • Worked with the top producers, closing over $45 million in loans each year.
  • Communicated with customers daily to request information and complete paperwork.
  • Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.

Loan Officer Assistant

Wells Fargo
09.2012 - 06.2021
  • Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Assembled important paperwork and disclosures for borrower.
  • Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities.
  • Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Monitored key dates to obtain information by deadlines.
  • Conducted market research to stay abreast of lending trends, contributing to more competitive loan offerings.

Chapter Administrator

YPO
10.2011 - 08.2012
  • Managed all of the incoming and outgoing funds using QuickBooks.
  • Created a budget for the chapter based on anticipated, membership, dues events, and other sources of income .
  • Assisted with the planning of events to include holidays and family parties.
  • Facilitating in the initial set up process of the chapter, including processing member applications, assisting with all member questions and concerns ensuring each member has been set up properly.

Branch Manager

Hamlet Financial
11.2010 - 08.2012
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Created an email marketing campaign that was sent out to over 25,000 Colorado realtors.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Created and executed marketing strategies, increasing brand awareness and attracting new customers.

Education

Bachelor - Business

California Polytechnic State University, San Luis Obispo
San Luis Obispo, CA
1999

Skills

  • File management
  • Loan processing
  • Credit
  • Documentation review
  • Credit analysis
  • Regulatory compliance
  • Schedule management
  • Loan packaging
  • Microsoft office
  • Lending software systems

Timeline

Loan Officer Assistant

US Bank Home Mortgage
07.2021 - 02.2024

Loan Officer Assistant

Wells Fargo
09.2012 - 06.2021

Chapter Administrator

YPO
10.2011 - 08.2012

Branch Manager

Hamlet Financial
11.2010 - 08.2012

Bachelor - Business

California Polytechnic State University, San Luis Obispo

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Melanie Colvin