Experience

• 

  North Bay Credit Union

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Account Manager

    • Aug 2020 - Jun 2023

  • Compliance Specialist/Account Manager

    • Nov 2019 - Aug 2020

• 

  One Legal

  • Petaluma, California

  • Concierge Document Specialist

    • Mar 2019 - Oct 2019
    • Petaluma, California

    Review legal documents for accuracyPhysically and electronically file legal documents and pleadings Convert documents to be text searchable Gather and assemble court documents to be filed with courtCommunicate with attorneys, paralegals, court runners and other parties to ensure timely and accurate court filing. Review conformed copies of documents returned by court and submit to customersCalculate and enter fees incurred for each file processed

• 

  SoFi

  • Healdsburg, CA

  • Mortgage Loan Processor

    • Oct 2015 - Mar 2019
    • Healdsburg, CA

    Review initial loan approval and work with applicants to gather documentationVerify required financial information necessary to complete loan filesCalculate ratios and determine qualifications Manage pipeline in a timely efficient mannerCommunicate with other professionals, including attorneys, county clerks and title companiesBasic knowledge of underwriting terminologyFamiliar with Desktop UnderwritingStrong attention to detail, organization and accuracyEffective written and verbal communication skillsSuperb customer service skills

• 

  Law Offices of Scott Lueders

  • Novato CA

  • Legal Assistant

    • Jan 2008 - Sep 2015
    • Novato CA

    Legal Assistant for family law attorney:Interview potential clients for information regarding legal issuesSchedule client appointments with attorneyPrepare legal documents and forms Research laws and proceduresCalendar court dates for filing and hearingsOrganize internal filesCompose letters and email Administrative skills include typing, filing, answer phones, document management, and scheduling appointments.