Leidy Agudelo
Loan Officer Assistant at First Alliance Home Mortgage- Claim this Profile
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Bio
Experience
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First Alliance Home Mortgage
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Financial Services
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1 - 100 Employee
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Loan Officer Assistant
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Aug 2020 - Present
-Reviewed loan documents for completeness and accuracy to make sure documents were not expired. -Calculate principal and interest payments due from the client -Assemble all required documents for loan. -Provided assistance to customers with correct loan procedure and contracts. -Responded to clients’ emails and telephone calls related to loan status, accessing records and reports, copying, faxing, imaging. -Typing, filing, taking inventory, keeping records and sorting checks. -Assisted processors and loan originators as needed. -Followed up with clients on pending documentation from approval list. -Reviewed credit reports, income docs and any other documents necessary for the loan application process. -Interviewed borrowers to complete loan application using encompass. Show less
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Cabanillas & Associates, P.C.
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United States
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Legal Services
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1 - 100 Employee
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Legal Assistant of Immigration Department
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Mar 2018 - Aug 2020
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Administrative Assistant
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Aug 2017 - Mar 2018
- Manage workflow by assigning tasks to other administrative employees daily, ensuring that deadlines are met and work is completed correctly.- Schedule and confirm client appointments / Open and process New customer’s cases.- Provide & assist clients with Intake Forms.- Communicate clients arrival to proper parties .- Implement and monitor programs as directed by management, and see the programs through to completion.- Collect payments from clients / Schedule financial meetings with clients.- Review case details and court minute from various court websites.- Respond to questions and requests for information .- Performs administration duties, such as: typing letters, memos, postings, updating bulletin boards and maintaining all client's files.- Complete and deliver daily reports to supervisor. Show less
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First Alliance Home Mortgage
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Financial Services
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1 - 100 Employee
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Processing Assistant
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Jul 2016 - Apr 2017
- Examine loan documents for completeness and accuracy. - Calculate principal and interest payments due from the client - Assemble all required payments due from the client. - Assemble all required documents for loan. - Provided assistance to customers with correct loan procedure and contracts. - Greeting and registering visitors to the agency. - Responded to clients’ emails and telephone calls related to loan status, accessing records and reports, copying, faxing, imaging. - Typing, filing, taking inventory, keeping records and sorting checks. Show less
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Education
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Essex County College
Associate of Business Administration, Business Administration -
Institucion Educativa Concejo Municipal De Itagui
High School/Secondary Diplomas and Certificates