Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Nicole Freeman

La Jolla

Summary

Dedicated Loan Operations professional with proven expertise in fast-paced lending environments and a commitment to excellence in loan origination processes. Demonstrated success in building strong relationships while ensuring strict compliance with regulatory standards. Excel in communication, problem-solving, and time management with the ability to quickly adapt to new systems and environments. Brings strong analytical skills, collaborative teamwork approach, and a results-driven mindset focused on contributing to team success and continuous professional growth.

Overview

1
1
year of professional experience

Work History

Loan Care Team

Cornerstone First Mortgage
01.2025 - Current
  • Act as part of the onboarding team and loan officer assistant/pre-processing for loan officers joining the company
  • Communicate and request documents from borrowers as needed throughout the loan process
  • Set up Encompass files for loans in escrow and pre-approval stages
  • Created comprehensive loan care tracking system for workflow management to monitor up to 50 files simultaneously in escrow or pre-approval stages
  • Streamline loan processing operations to enhance efficiency and accuracy

Loan Originator Assistant

Jessica Ring Mortgage
05.2024 - 10.2024
  • Ensured new client on-boarding by guiding on document uploads
  • Integrated tracking process that boosted client engagement
  • Supervised loan tracking processes to administer website reviews and client gifts after loan completion

Education

Bachelor of Science - Advertising

Suffolk University
Boston, MA
05.2012

Skills

  • Pipeline Management
  • Relationship Management
  • Customer Retention
  • Process Improvement
  • Arive
  • Stikkum
  • Mondaycom
  • Airtable
  • Encompass
  • Hometrac
  • Salesforce
  • Attention to detail
  • Teamwork and collaboration

Accomplishments

  • Collaborated with my team to most efficiently development our ClickUp Project workflow tracking to manage up to 50 active Escrow and Pre-Approval loan files

Timeline

Loan Care Team

Cornerstone First Mortgage
01.2025 - Current

Loan Originator Assistant

Jessica Ring Mortgage
05.2024 - 10.2024

Bachelor of Science - Advertising

Suffolk University
Nicole Freeman