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Work Background
Primary Residential MortgageOperations Manager / Licensed Loan Processor
Jan. 2017As a multifaceted professional in the mortgage industry, I wear many hats to ensure the smooth flow of loan processing from start to finish. My responsibilities encompass various critical tasks, including customer service, where I engage with clients to address inquiries and provide support throughout their loan journey. My role involves meticulously reviewing loan documents to ensure accuracy and compliance with regulatory standards. I review the borrowers loan and will lock in interest rates. Additionally, I handle qualification procedures, meticulously assessing applicants' financial situations to determine their eligibility for loans. I function as a processor, orchestrating the intricate behind-the-scenes operations essential for loan approval. In my capacity as an operations manager, I oversee a team dedicated to streamlining the loan process, ensuring efficiency and effectiveness at every step. Income calculations are a vital part of my job, requiring careful analysis to ensure that applicants meet the necessary financial criteria. I work as the in house closer, where I oversee the final stages of loan processing, ensuring that all necessary paperwork is in order for successful loan completion, final closing disclosure and figures are accurate and reviewed with the borrower. My leadership extends to managing and mentoring our team members, providing guidance, and training to ensure everyone operates at their best. I handle administrative tasks such as payroll review and assist with hiring, playing a pivotal role in shaping the team's composition and performance.
State Farm AgentInsurance Account Representative
Mar. 2011 - Dec. 2016Loveland COKey responsibilities encompass ensuring top-tier customer service by advocating and elucidating diverse insurance policies and banking products, orchestrating seamless collaboration with multiple entities for optimal customer satisfaction, ensuring strict adherence to State, Federal, and State Farm regulatory standards, conducting comprehensive training sessions, maintaining meticulous internal records, managing incoming calls, organizing office documentation, overseeing office supplies procurement, processing policy payments, and curating targeted mailing lists
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