Financial Aid Service Coordinator

• Sep 2015 - Present

Income Maintenance Worker 2

• Jun 2014 - Dec 2014

•Determined initial and continued eligibility for Food Assistance and Medicaid in accordance with federal and state laws, and established departmental policies and procedures. •Conducted in-depth interviews with applicants in order to determine eligibility for public assistance programs and explained rights and responsibilities to clients. •Verified pertinent eligibility information such as income, residence, property ownership, rent, household expenses, other financial resources and physical and/or mental disabilities. •Assisted applicants in obtaining additional information and resolving discrepancies. •Established and maintained effective working relationships with applicants and recipients of public assistance, with co-workers and others. •Identified potential unmet needs and referred to other social service resources within the office or community.

Mortgage Loan Coordinator

• Jun 2013 - Mar 2014

•Client information intake and data entry for mortgage loan applications. •Pulled credit reports for credit approval and denial decisions according to investor standards and loan type. •Assisted with client loan disclosure paperwork and signing. •Set up client appointments with loan officer and loan closing appointments with title companies. •Worked closely with loan processors to request necessary client information and documents to satisfy underwriting conditions. •Stacked file documents and prepared files for loan processing and underwriting. •Prepared weekly client and realtor loan status update emails on behalf of loan officer. •Provided additional administrative assistance to loan officer and mortgage office as needed/requested.

Vault Teller

• Nov 2011 - May 2013

•97% overall balance and accuracy for teller drawer and vault responsibilities. •In charge of weekly cash orders and shipments for the branch. •Processed personal & business deposits, withdrawals and loan payments. •Cross-sold bank products and referred customers to bankers when appropriate. •Ran and filed daily/weekly compliance reports. •Other duties included: data entry, Western Union money wires, ordered customer checks and debit cards, processed money orders and cashier’s checks.

Marketing and Mortgage Intern

• Sep 2010 - Dec 2010

•Updated mortgage insurance database as needed. •Organized and maintained mortgage and home equity insurance binders. •Contacted insurance agents and companies to verify and update customer homeowner’s insurance policy information. •In charge of the overall organization and implementation of the Kirby Kid’s Club Halloween party. •Responsible for assisting with the coordination and implementation of the 2nd annual ProjectMoney Financial Literacy Fair for area middle and high school students. Duties included – communicating fair details to area Principals and Superintendents via phone and email, in-person presentations of fair information to potential students and teachers and assisting with the overall production of ProjectMoney.