Experience

Plumbers & Gasfitters UA Local 5
• United States
• Construction
• 1 - 100 Employee
• Administrative Assistant

  • Jun 2023 - Present


Ally Tax Group

• Office Assistant

  • Jan 2023 - May 2023

  *Answer multi-line phone system, greet and assist walk-in clients and return voicemails received promptly. *Schedule and coordinate meetings and appointments for CPA. *Set up new files and maintain an organized filing system. *Open, sort and distribute incoming mail. *Maintain inventory and order office supplies as needed. *Make copies of clients confidential income and asset documents. *Perform final review of all personal and business tax returns, Federal and State. *Print, organize and highlight completed client tax return packages. *Carefully and accurately perform a variety of income tax, accounting and bookkeeping tasks. *Perform data entry of clients confidential information into UltraTax software. *Organize and maintain spreadsheets, in Excel, for client databases. *Handle office accounts receivable via Quickbooks. *Use an in house credit card machine and online credit card payment site to receive payments of services. *Performed reconciliations of checking and credit card statements via QuickBooks. *Prepare all outgoing mail and packages. *Handle all other office duties, as requested. Show less



Guaranteed Rate

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Consultant

  • Jun 2020 - Oct 2022

  *Work closely with, and provide support to, Loan Officers by ensuring the timely and accurate processing of mortgage loan files. Communicate with Borrowers, Underwriters, Title Companies and other Outside Vendors. *Review and verify borrowers’ income, assets, credit report and employment history to prepare loans for submission to underwriting. *Experienced with Conventional, FHA, VA, USDA Rural Development, Jumbo Delegated and Non-Delegated, Freddie Mac and Fannie Mae guidelines (LP and DU). *Process for multiple Loan Officers, managing a large pipeline with 20-30 closings per month. *Ensure compliance with company policies, underwriting guidelines and lending-program requirements. *Take pride in my work quality, communication skills and partnerships with all parties involved in the mortgage transaction to ensure a smooth process Show less



WesBanco

• Banking
• 700 & Above Employee

• Mortgage Loan Processor

  • Apr 2015 - May 2020

  *Work closely with, and provide support to, Loan Officers by ensuring the timely and accurate processing of mortgage loan files. Communicate with Borrowers, Underwriters, Title Companies and other Outside Vendors. *Review and verify borrowers’ income, credit report, employment history, property appraisal, and title insurance to prepare loan for submission to underwriting. *Experienced with Conventional, FHA, VA, USDA Rural Development, Maryland Mortgage Program/CDA and Freddie Mac and Fannie Mae guidelines (LP and DU). *Process for 4 Loan Officers, managing up to 30 loans in pipeline and 10-20 closings per month. *Ensure compliance with company policies, underwriting guidelines and lending-program requirements. *Processed challenging loan applications to include first-time borrowers, self-employed applicants and borrowers with problematic credit histories. *Experience working with outside grant programs including FHLB Atlanta and several Maryland County assistance programs. *Take pride in my work quality, communication skills and partnerships with all parties involved in the mortgage transaction to ensure a smooth process. *Worked with post-closing to clear investor conditions and corrections. Show less



BB&T

• United States
• Telecommunications
• 1 - 100 Employee

• Mortgage Support Assistant

  • Oct 2003 - Oct 2014

  *Provided Administrative Assistance to Mortgage Loan Officers to include communicating with Clients, Processors, Underwriters and Outside Vendors. *Supported Top Producing Mortgage Loan Officer who achieved Sterling Performer nine years in a row. *Thrived in a high-volume, quick-paced environment managing up to 100 loans in the pipeline. *Received above-average yearly reviews, receiving recognition for ability to work as a team player, introduce innovative ideas, and achieve customer satisfaction. *Keyed in Mortgage Applications, prepared clients loan documentation package to be signed and collected necessary documentation for processing. *Ordered Tax Transcripts from IRS, requested Subordinations from outside lenders, reviewed and requested updates to credit reports via Equifax. *Processed Low Risk and HARP loans, prepared Conventional, FHA, VA and USDA loan files for processing. *Prepared daily reports, reconciled monthly expense reports and organized travel arrangements. *Worked closely with Processors and Underwriters to clear loan conditions. *Prepared marketing materials, for meetings, events and presentations with Realtors and Title Companies. Show less