Experience

United Trust Bank

• United States
• Financial Services
• 1 - 100 Employee

• Senior Mortgage Processor

  • Dec 2020 - Present

  Processor and Assistant to one main loan officer in all aspects of the loan process start to finish using several systems including Encompass. Prepared documents, tracked and updated spreadsheets. Communicated with borrowers, realtors, underwriters etc through the loan process. Assisted in overflow work for other loan officers at the company if needed. Processor and Assistant to one main loan officer in all aspects of the loan process start to finish using several systems including Encompass. Prepared documents, tracked and updated spreadsheets. Communicated with borrowers, realtors, underwriters etc through the loan process. Assisted in overflow work for other loan officers at the company if needed.



CBC National Bank Mortgage

• Financial Services
• 100 - 200 Employee

• Senior Mortgage Loan Processor

  • Jan 2014 - Dec 2020

  •Processor and Assistant to one main loan officer in all aspects of the loan process start to finish using several systems including Connex and DocVelocity. Prepared documents, tracked and updated spreadsheets. Communicated with borrowers, realtors, underwriters etc through the loan process. Assisted in overflow work for other loan officers at the company if needed. •Processor and Assistant to one main loan officer in all aspects of the loan process start to finish using several systems including Connex and DocVelocity. Prepared documents, tracked and updated spreadsheets. Communicated with borrowers, realtors, underwriters etc through the loan process. Assisted in overflow work for other loan officers at the company if needed.



First Priority Financial Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Processor

  • Jan 2012 - Jun 2014

  •Assisted loan officer in loan process, ordered title work, appraisals, Verification of Employment on borrowers, submitted loans, collect and submitted conditions. Prepared Closing documents, uploaded loans into webtrac program, among a variety of other misc. tasks using Point, Encompass, Lenny systems. •Helped keep staff organized and created a variety of spread sheets and training documents. •Assisted loan officer in loan process, ordered title work, appraisals, Verification of Employment on borrowers, submitted loans, collect and submitted conditions. Prepared Closing documents, uploaded loans into webtrac program, among a variety of other misc. tasks using Point, Encompass, Lenny systems. •Helped keep staff organized and created a variety of spread sheets and training documents.



Home Savings of America

• Financial Services
• 1 - 100 Employee

• Mortgage Loan Processor

  • Jul 2011 - Jan 2012

  •Assisted loan officer in loan process, ordered title work, appraisals, Verification of Employment on borrowers, submitted loans, collect and submitted conditions. Prepared Closing documents, uploaded loans into webtrac program, among a variety of other misc. tasks using Point Data System •Assisted loan officer in loan process, ordered title work, appraisals, Verification of Employment on borrowers, submitted loans, collect and submitted conditions. Prepared Closing documents, uploaded loans into webtrac program, among a variety of other misc. tasks using Point Data System



Veolia North America

• United States
• Environmental Services
• 700 & Above Employee

• Administrative Assistant

  • Aug 2008 - Sep 2011

  •Preparation of Environmental Documents Including: Facility Environmental Management Plans, Facility Audit Book, Process Safety Management Manual, Standard Operating Procedures and Competitor Files. Compiles Information and Data from Management Team Summarizes Technical Data and Prepares Graphs & Charts Assembles and Edits Documents Prepares Copies and Distributes Updates Documents Routinely •Beverage Recycling Project Proposal: Assisted Reclaim Product Line Manager with Beverage Recycling Proposals Researched and Complied Market Data Created Summary Spreadsheets for Account Managers Called Potential Customers Assisted with Closing Beverage Customer Sales •Report Management Creates and Maintains a Wide Variety of Facility Records Using Excel Including: Monthly Revenue, Tank Farm and Warehouse Inventory, Delivery and Shipment Schedules, and Processing Reports. Maintains Customer Files, Inspection Reports, Employee Training Reports, Incident Reports, and Compiles Data for Monthly TTB Reports. •Comprehensive Office Management Responsibilities Schedules travel and meeting arrangements, maintains appointments, calendar and reminders for facility manager. Answering phones, ordering supplies, filing, copying, scanning, maintaining and updating files, daily mail sorting, scheduling in and outbound trucks, preparing affidavits for secure destruction, preparing bill of ladings and maintaining scanned files using Adobe, petty cash management, expense reports, timesheet management, maintaining vacation and sick time records, human resources liaison, process packing slips and purchasing documents, assist IT department with computer updates, maintaining positive customer and vendor relationships. •Collections Assisted accounting departing on collections of unpaid invoices responsible for six territories. Created and complied comprehensive spreadsheet tracking payments and conversations.



Jacob Dean Mortgage, Inc.

• United States
• Banking
• 1 - 100 Employee

• Mortgage Loan Processor

  • May 2010 - Jul 2011

  •Assisted loan officer in loan process, ordered title work, appraisals, Verification of Employment on borrowers, submitted loans to various banks, collect and submitted conditions, ordered audits. Prepared Closing documents, uploaded loans into Encompass program among a variety of other misc. tasks •Assisted loan officer in loan process, ordered title work, appraisals, Verification of Employment on borrowers, submitted loans to various banks, collect and submitted conditions, ordered audits. Prepared Closing documents, uploaded loans into Encompass program among a variety of other misc. tasks



Doug Chevrolet

• Cleveland/Akron, Ohio Area

• Administrative Assistant

  • Nov 2002 - Aug 2008

  Responsibilities varied over six-year period. Initially hired as a Greeter/Hostess, was promoted to Sales Person for new and used cars, followed by a promotion to Administrative Assistant, and followed by a promotion to General Manager’s Assistant and PR Spokesperson for Reward Logix Program. •Program Management and Training: Reward Logix Advantage Card, DealerUps, Customer Satisfaction Index, Hostess, Cashier and Administrative Manuals, Finance Logs and ADP System. Complied and Created Manuals for Training Prepared, Created and Maintaining Tracking Logs Copy and Distribute to Management •Report Management Creates and Maintains Dealership Logs and documents using Excel Including: Finance department records and revenue data, managing the used car Internet inventory and website, manages, inputs, and updates new vehicle inventory, phone logs, voicemail and sales calls. •Office Management Responsibilities Trained to be back up Service/Sales Cashier, trained new cashiers and greeters, ordering, filing, update and create schedules, calendars, misc. documents, additional day to day duties utilizing computer and organizational skills while simultaneously answering a multi line phone system.