Experience

Reliant Mortgage Company

• Peabody, MA

• Mortgage Loan Processor

  • Nov 2011 - Present

  Ensure the timely and accurate packaging of all loans originated by loan officer. Responsibilities include: • Process loans while acting as liaison between lender, borrower, and third parties as needed. • Managed a pipeline for more than 50 loans at a time. • Gather information and take each file from pre-approval to closing. • Input proper loan information into the system for processing, underwriting, and closing. • Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy. • Verify loan documents including income, credit, appraisal, and title insurance ultimately preparing application for submittal to underwriting. • Review file documentation and make sure all items needed are requested. • Order and coordinate loan documents. • Pre-underwrite loans following guidelines from FHA, Fannie Mae, and Freddie Mac. • Gather conditions from borrowers with a timely turnaround. • Maintain a strong working knowledge of banking regulations and underwriting guidelines. • Determine and meet crucial deadlines requested. • Perform any additional duties/activities assigned by management. Show less



Eastern Bank

• United States
• Banking
• 700 & Above Employee

• Senior Loan Document Processor

  • Feb 2010 - Nov 2011

  • Lead departmental production on a daily basis and direct a consistent workflow to ensure adequate production throughout.• Manage and delegate job responsibilities and tasks to fellow employees while completing various departmental obligations.• Prepare paid loan documentation such as loan notes, mortgage discharges, and other collateral documents per departmental procedures.• Release documents and collateral to customers and/or attorneys after loan payoff.• Track loan collateral to ensure the bank's interest in active loans• Resolve requests received from internal and external customers regarding paid loans and loan collateral• Cross train and assist with other departmental functions as needed.• Responsible for maintaining an archival of paper and electronic documents. Show less

• Customer Service Representative & Teller

  • Jul 2005 - Feb 2010

  Achievements:• Exceeded all sales goals in both consumer and business lines of Deposit, Loan, and Investment products.• Ranked number 3 out of all Sales employees in category of "Volume of Actual Sales to Projected Goal" in 2007.• Perfect Attendance 2006 – 2008Responsibilities:• Diligently and accurately process various transactions including: deposits, withdrawals, and payments while thoroughly verifying endorsements and cash.• Open and close deposit accounts and process and close loan applications while establishing strong customer relationships with both customers and prospects.• Accountable for achieving sales goals in the areas of consumer and commercial deposit growth, loans and referrals through direct sales and cross selling.• Properly file all bank and government-mandated reports related to large cash transactions and the sale of monetary instruments.• Make use of the various systems used by the bank to answer questions and resolve customer issues in a timely manner. • Train and Assist new and current employees with systems used within the bank.• Work independently and with management to develop and ensure employee sales log and other files are accurate and working properly. Show less