Dedicated and results-driven professional with over 11 years of extensive experience in the credit and savings industry, specializing in loans and mortgage support. Proven track record as a successful loans officer in reputable financial institutions in New Zealand and the United States. Possesses a deep understanding of lending processes, mortgage support, and client relationship
Experience: 1 - 2 years
Loan Origination-California Application Processing: Manage the end-to-end loan application process, collaborating with clients,underwriters, and stakeholders to gather essential information and resolve discrepancies, ensuring accurateand complete document submission. Loan Origination: Guide clients adeptly through the loan application journey, elucidating loan product options,terms, and interest rates. Evaluate borrower eligibility by meticulously reviewing financial documents todetermine suitable loan solutions. Pipeline Management: Maintain an orderly loan pipeline, monitoring application progress, deadlines, andoutstanding requirements to ensure timely and seamless processing. Documentation and Record Keeping: Ensure the precision and organization of loan files, guaranteeingcompleteness for internal audits and regulatory compliance while facilitating easy accessibility when needed
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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