Mortgage Loan Officer

• Dec 2020 - Present

Loan Officer

• Sep 2017 - Dec 2020

• Evaluate credit worthiness by processing loan applications and documentation within specified limits • Determine all applicable ratios and metrics and set up debt payment plans • Update job knowledge on types of loans and other financial services • Maintain and update account records • Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas • Operate in compliance with laws and regulations and adhere to lending compliance guidelines Show less

Accountant

• Sep 2017 - Sep 2018

• Prepare asset, liability, and capital account entries by compiling and analyzing account information. • Document financial transactions by entering account information • Recommend financial actions by analyzing accounting options • Summarize current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports • Prepare payments by verifying documentation, and requesting disbursements • Prepare Payroll and tax filing • Secure financial information by completing data base backups • Reconcile financial discrepancies by collecting and analyzing account information • Maintain customer confidence and protect operations by keeping financial information confidential Show less

Leadership Consultant

• Mar 2016 - May 2017

• Worked with 30+ members to organize up to 8 events per semester for over 200 people in attendance • Event planning included budgeting, ensuring school; policies were followed and making reservations • Attended meeting and contributed ideas regarding the future of the organization, events and responsibilities of members • Skilled with listening and interacting with people from different cultures and backgrounds • Worked with 30+ members to organize up to 8 events per semester for over 200 people in attendance • Event planning included budgeting, ensuring school; policies were followed and making reservations • Attended meeting and contributed ideas regarding the future of the organization, events and responsibilities of members • Skilled with listening and interacting with people from different cultures and backgrounds

Bookkeeper

• Aug 2014 - May 2016

• Assist accountant with payroll and tax filing • Assist in preparing account summary and sales inventory reports • Oversee delivering crew • Assist accountant with payroll and tax filing • Assist in preparing account summary and sales inventory reports • Oversee delivering crew