Experience

W.J. Bradley Mortgage Capital, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Loan Officer Assistant

  • Oct 2013 - Present

  Support the functions of 4 high producing loan officers by performing clerical duties, to include verifying, compiling and completing mortgage loan application information, Administration, Marketing and Customer Service. • Facilitate and maintain communication between loan officer, clients, branch staff, and outside vendors, as well as real estate, insurance, and closing agents • Oversee loan officer pipeline schedules and deadline times on all loans • Assist with mailings and other marketing projects. • Assist with answering phones as needed • Prepare pipeline and closed loan summary reports • Prepare an 'items needed' list for borrowers and enter loan applicant data into processing software • Responsible for ordering customer credit reports as requested by LO • Maintain and update client data base information Show less



Peoples Bank

• Banking
• 1 - 100 Employee

• Loan Officer Assistant

  • Feb 2012 - Oct 2013

  Support the functions of a high producing loan officer by performing clerical duties, to include verifying, compiling and completing mortgage loan application information, Administration, Marketing and Customer Service. • Facilitate and maintain communication between loan officer, clients, branch staff, and outside vendors, as well as real estate, insurance, and closing agents • Oversee loan officer pipeline schedules and deadline times on all loans • Assist with mailings and other marketing projects. • Assist with answering phones as needed • Prepare pipeline and closed loan summary reports • Prepare an 'items needed' list for borrowers and enter loan applicant data into processing software • Responsible for ordering customer credit reports as requested by LO • Maintain and update client data base information Show less



Bright Horizons

• United States
• Education
• 700 & Above Employee

• Receptionist

  • Apr 2010 - Feb 2012



Voyage Real Estate

• Real Estate
• 1 - 100 Employee

• Client Care Coordinator

  • Feb 2008 - Oct 2008



First American Title

• Burlingame, CA

• Escrow Assistant

  • 2005 - 2007

  • Provided support to Escrow Officer by assisting with customer service and administrative duties related to escrow closings. • Opened orders, inputted closing statements from a worksheet prepared by Escrow Officer • Prepared documents for closing and handled the complete disbursement and follow up of all escrow transactions • Communicated requirements and other information to clients • Interpreted earnest money agreements as they related to closing and prepared all documents required for transactions Show less



Berkshire Hathaway HomeServices California Properties

• Real Estate
• 700 & Above Employee

• Personal Assistant to Rosa Holm

  • 2002 - 2005



Servicentre Mortgage

• San Carlos

• Receptionist

  • Jan 2001 - Feb 2002



Pacific Occupational Health Clinic

• Receptionist

  • 1999 - 2001