Loan processor

Courtney Wilhelm

**** ** ****** ****** *** Vegas, NV 89179

702-***-**** ************@*****.***

PROFILE

Mortgage Firm Operations Manager and Senior Loan Processor with over sixteen years of experience in a fast-paced mortgage lending environment. Strong organizational skills, accuracy, and a record of accomplishments built on ability to work with a team, clients and related business partners/agencies. Excellent interpersonal and communications skills with capability to handle multiple, time-sensitive tasks. Experienced in organizational development and sustainability. A Professional with a proven track record of identifying and executing successful strategic opportunities and tactical approaches within an organization. Able to support the strategic planning and management process – developing business strategies and ongoing tracking and measurement of key metrics – aimed at improving business operations and the bottom line. Areas of expertise include: consultation with Senior Leadership on a wide-range of business issues – market opportunities, project management and implementation, partnerships, data collection, research, and financial analysis as well as business risk and opportunities.

AREAS OF STRENGTH

Task and File Management

Team Leadership

Accuracy and Completion

Customer Relations

PROFESSIONAL EXPERIENCE

Senior Loan Processor II, KBHS Home Loans/Stearns Lending 04/17-11/17

●Work with a team of 6 processors completing KB Home Colorado loans. Pipeline averaging 350 files. Personal pipeline of over 50 purchases. Perform all functions related to applications, pre-underwriting, AUS, document examination, acquisition of credit reports, verification of state and federal regulations including TRID, ordering of appraisal, title and assembly of final loan package

●Supervised and performed clerical duties including scheduling appointments, travel and meetings for clients and investors, accounting and commissions reconciliation, maintained daily calendar for president, marketing, post-loan client follow-up, answering phones.

●Complete reporting sent directly to KB Home.

●Complete FHA, VA, USDA and Conventional loans.

●Proficient in computer software programs related to loan processing: Caylx Point, Genesis, LOS/Empower, Tigris, LP, Clout, Fannie Mae, Freddie Mac, Excel & Word.

Operations Manager/Senior Loan Processor, Sunwest Financial Services 01/13-02/17

●Reported directly to Owner as Operations Manager and sole Senior Loan Processor. Averaging more than 30 loan completions per month, performed all functions related to applications, pre-underwriting, AUS, document examination, acquisition of credit reports, verification of state and federal regulations including TRID, ordering of appraisal, title and assembly of final loan package. Complete Government, Conventional and reverse mortgages.

●Supervised and performed clerical duties including scheduling appointments, travel and meetings for clients and investors, accounting and commissions reconciliation, maintained daily calendar for president, marketing, post-loan client follow-up, answering phones, operating and maintaining office equipment, receiving and distributing mail, and maintaining large client data-base.

●Created and initiated new check-lists for loan processing, ordering loan guidelines, package assembly and post-loan data entry.

●Completed state MLD audit and completed monthly and quarterly MLD reports.

●Proficient in computer software programs related to loan processing: Caylx Point, Genesis, LOS/Empower, Tigris, LP, Clout, Fannie Mae, Freddie Mac, Excel & Word.

Controller/Collections Manager, Litigation Services/Technologies 04/11-09/11

●Reported directly to Owner as Collections Manager. Responsible for all client communication regarding sensitive accounts receivable issues. Reduced receivables by 20% within the first month. Supervised a team of three team members. Other duties included basic accounting such as account receivables, payables, and banking.

Accounting Clerk/Operations Manager, Nevada Southwest Holly 07/07-03/11

●Responsible for all areas of accounting for large food distribution corporation. Duties included accounts receivable/payable, collections, credit applications and management, bank reconciliation, payroll, cash drawer, and month-end procedures.

Director of Operations/Processing Manager, Luxury Mortgage Group 06/06-06/07

●Report directly to owner as Operations Manager and Processing Manager. Performed all functions related to applications and loan processing. Supervised all employees in the company. Maintained company payroll, accounting, bookkeeping, and bank reconciliations. Made decisions on every aspect of the company business plan.

Sr. Loan Processor/Executive Assistant, Meridias Capital/Silver State 1/01-04/06

●Reported directly to president as Senior Team Loan Processor/Executive Assistant. Averaging more than 100 loan completions per month, performed all functions related to applications, pre-underwriting, document examination, acquisition of credit reports, verification of state and federal regulations, ordering of appraisal, title and assembly of final loan package.

●Supervised and performed clerical duties including scheduling appointments, travel and meetings for clients and investors, accounting and commissions reconciliation, maintained daily calendar for president, marketing, post-loan client follow-up, answering phones, operating and maintaining office equipment, receiving and distributing mail, and maintaining large client data-base.

●Created and initiated new team check-lists for loan processing, ordering loan guidelines, package assembly and post-loan data entry.

●Proficient in computer software programs related to loan processing: Genesis, LOS/Empower, Tigris, LP, Clout, Fannie Mae, Freddie Mac, Excel & Word.

Office Manager/Accounting Clerk, Brandcor Foods, Inc., Las Vegas, NV 5/99-1/04

●Responsible for all areas of accounting for large food distribution corporation. Duties included accounts receivable/payable, collections, credit applications and management, bank reconciliation, payroll, cash drawer, and month-end procedures.

EDUCATION

2 Years Business Management and accounting, University of Nevada, Las Vegas, 2001-2003

Certified Business Credit Principles Course, California Institute of Credit, 2001

High School Diploma, Four-Year Honor Student, Palo Verde HS, Las Vegas, 2000

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