Experience

Citywide Home Loans

• United States
• Financial Services
• 200 - 300 Employee

• Loan Officer

  • Oct 2021 - Present



Guaranteed Rate

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Consultant

  • Mar 2021 - Oct 2021



Scout & Cellar

• United States
• Beverage Manufacturing
• 700 & Above Employee

• Wine Sales Specialist

  • Mar 2020 - Oct 2021

  http://scoutandcellar.com/stephaniesimpson http://scoutandcellar.com/stephaniesimpson



Sierra Pacific Mortgage Company, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Loan Officer Assistant / Loan Processor

  • Jan 2021 - Mar 2021

  - Coordinate and guide the borrower through all aspects of the mortgage application process including: identifying borrower's needs, assessing their financial situation, providing information relevant to the risks and benefits of each program for which the borrower is qualified, determining the correct loan options, quoting rates and gathering info for the loan application, obtaining all borrower required documents, proving borrowers with regulatory disclosures and assisting with the loan file submission. - Communicate with all relevant parties throughout the loan process as needed - Monitor branch pipeline and troubleshoot loan file issues to facilitate on time closings - Maintain client and contact database, perform marketing tasks and mail-out documents via snail mail if needed - Preform other administrative tasks as assigned by management - Provided quick turnaround times to maintain fast-past schedule. - Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes. - Reviewed financial statements and contacted institutions and customers to clarify details. - Worked with customers in person and via telephone to answer questions, process transactions and resolve issues. - Handled any conditions sent from underwriting departments. - Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants. Show less



HiYield

• Sun City, Arizona, United States

• Financial Advisor Assistant

  • Jul 2020 - Jan 2021

  Worked with Loan Officer to create application profile in system and review key information at various stages within process. Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork. Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients. Scheduled meetings and appointments and maintained well-organized master calendar. Assisted with timely loan closing and funding activities with efficient management of task checklists. Managed event planning and execution for lunch/dinner parties and other business-centered gatherings. Compiled sales leads and managed contacts with Encompass Show less



Citywide Home Loans

• United States
• Financial Services
• 200 - 300 Employee

• Loan Officer Assistant

  • Jan 2019 - Mar 2020

  Worked with Loan Officer to create application profile in system and review key information at various stages within process. Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork. Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients. Scheduled meetings and appointments and maintained well-organized master calendar. Assisted with timely loan closing and funding activities with efficient management of task checklists. Managed event planning and execution for lunch/dinner parties and other business-centered gatherings. Compiled sales leads and managed contacts with Encompass Show less