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Title: |
Financial Associate/Administrative Assistant
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Location: |
US-California-Orange County
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Work History: |
Accomplished business professional with proven track record of success in providing strong office management/administrative support. Diverse skill set in multiple functions with increasing responsibilities within the banking and mortgage industries.
LOAN LINK FINANCIAL, INC., Aliso Viejo, CA 2000-2007
Senior Loan Processor (2000-2007)
Processed conventional/FHA loans including multi-state lending.
· Provided constant communication with borrowers, lenders, escrow, loan agents and in-house departments to ensure each loan closed on time, successfully closing 35-50 loans per month.
· Trained and supervised processing assistant to set up files as well as funding and shipping loans for Interfirst and Flagstar Bank.
· Developed detailed report to track status of loans for individual pipelines that resulted in company wide mandatory use for management tracking.
· Received two “Club “50” Award” for closing over 50 loans a month.
· Proficient in DU/LP and electronic submissions to various lenders that increased accuracy and timeliness of loan submissions.
Loan Processor Assistant (1/2000-10/2000)
Assisted Senior Loan Processor in closing a high volume of quality loans.
RPM MORTGAGE / MTGPRO, INC., Laguna Niguel, CA 1993-2000
Loan Processor Assistant (1999-2000)
Assisted top loan officer’s Processor.
· Efficiently prepared loan documentation and online funding.
· Transferred to Loan Link Financial with the top loan officer/processor team.
Office Manager (1993-1999)
Managed accounts payable/receivable, payroll, purchasing and insurance administration functions.
· Handled DRE compliance regarding licensing and trust accounting.
· Established forms and reports used to track loan volume and commissions paid.
· Ability to handle confidential situations in a trustworthy manner.
INDEPENDENT CONTRACTOR, San Juan Capistrano, CA 1991-1993
Consultant
Provided consultation services to start-up equity financing company.
· Maintained private investor base and sold trust deeds for several small equity financing companies.
· Obtained Real Estate Broker’s license.
MISSION VIEJO NATIONAL BANK, Mission Viejo, CA 1986-1991
AVP, Equity Loan Department
Assisted/supported sales team having extensive contact with private lenders investing in equity loans. Prepared notes, trust deeds and other lending documents as required.
· Coordinated with escrow, title, appraisers and loan servicing department ensuring the smooth flow of the loan sale process.
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Skills: |
· Office administration · Strong computer skills
· Customer service · Process Improvement
· AP / AR Processing · Training
· Insurance Administration Team Building
Outlook, Excel, Word, Calyx Point, Mass 90, Type 60 wpm
During my last position I managed a large workload that required me to be very organized as well as detail oriented. I had extensive contact with both borrowers and loan officers communicating via email, instant messaging and telephone. Due to the environment of change, I had to constantly learn new lender programs and websites. I feel that these skills can be transferred to a customer service/administrative assistant position within your company.
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Education: |
Business and personal development courses completed. (UCI)
California Real Estate Broker’s License
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