Leidy Agudelo

Loan Officer Assistant at First Alliance Home Mortgage
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Bio

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Loan Officer Assistant
      • 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

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Legal Assistant of Immigration Department
      • Mar 2018 - Aug 2020

    • Administrative Assistant
      • 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

    • Financial Services
    • 1 - 100 Employee
    • Processing Assistant
      • 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

Education

  • Essex County College
    Associate of Business Administration, Business Administration
  • Institucion Educativa Concejo Municipal De Itagui
    High School/Secondary Diplomas and Certificates
    2005 - 2008

Community

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