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Microsoft Office Loan

San Antonio, Texas, United States
August 29, 2018

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Winston LaVan

San Antonio, TX

Email: I Mobile: 210-***-****


To obtain a career in the Banking Industry that will allow me to utilize and enhance my knowledge and skills that I have acquired in Retail and Mortgage Industry that offers opportunity for development and advancement.

Professional Experience

Loan Service Specialist III Collateral Monitoring- Wells Fargo Bank, NA July 2015 – Present

Responsible for responding to written and phone inquiries from customers, title companies, and internal personnel regarding Commercial loans. Function includes: Audit Loans, Answering questions pertaining to all areas of loan servicing including payment research, Construction Loans, Taxes, Insurance, Loan Modification, Assumptions, Prepayments, Payoffs, Lien Perfection, researching and analyzing problems and recommending solutions, fund wiring and disbursement process.

Loan Processor Coordinator -Pinnacle Mortgage & Lending Oct. 2011 –July 2015

Maintain an open line of communication with clients, Loan Officers, Underwriters and other internal staff. Process loan application; analyze documents and titles for acceptability of loan conditions. Ability to proactively manage a high volume pipeline to satisfy department turn-around standards. In addition, make necessary arrangements to ensure disbursement of the loan amount is in full and on time. Experience analyzing files with different investor such as USDA, VA, FHA, FHLMC, FNMA Conventional and Non–Conventional loan.

Claims Examiner - United Healthcare Jan. 2013 – Oct. 2013

Audit insurance claims to ensure the cost are reasonable for the diagnosis and treatment. Verify the claimant have followed all necessary guidelines, check fir overpayment, underpayment, and other irregularities.

Payroll Clerk- Kerrville Bus Company May 2012 – Nov. 2012

Process payroll for 150 drivers and assist on various budget spreadsheets.

Business Analyst - Wachovia June 2008 – Nov. 2009

Assisted with implementation of mortgage origination, refinance, equity line of credit, and fulfillment systems to new employees and post classroom training.

Loan Processor Coordinator - Wachovia Jan. 2008 - June 2008

Responsible for managing a Team Pipeline. Liaison for Mortgage Brokers to make sure they stay in compliance with current updates.

Equity Line of Credit Loan Processor - World Savings May 2003 - Dec. 2007

Liaise and communicate between the organizations and the clients to ensure timely completion of loan process. Produce up-front disclosure documents and send to clients. Order title and appraisals. Ensure all documentation are audited and complete. Prepare the loan file by attaching the loan details and requisite documents in prescribed order.


Rice University- Business Administration 1993

Skills & Abilities


Proficient in Microsoft office (Word, Excel, Outlook, PowerPoint), data entry, 10-keys, typing

LOS, Team Player, Lotus Notes, Underwriter, Desktop Underwriting, Outlook, Impact, SMP, Hogan, Cobalt, WDA, Rumba/Lois, CPI, TCL, Window, Workflow, Pegasus, Imaging, can quickly learn new software.


Ability to communicate complex/technical subjects to diverse audience.

Excellent written and verbal communication skills, able to work well in a fast paced environment also listen and speak effectively.

Skilled at problem meditation and resolution while successfully upholding Objectives; possess maturity to handle challenging situations.

Respond positively and effectively in demanding situations; thrive in high intensity level environments.

Can easily break a large project down into smaller pieces, prioritize goals, and work under short deadlines without sacrificing creativity.


10+ years Loan Processor experience in the Mortgage and Retail Industry

6+ years Banking/Financial Services experience, 8+ years of Supervisory Experience.

Managed new hire, intermediate to complex mortgage skills on team processes. 4 years of new hire training experience.

Completion of monthly/weekly budget plan and forecasting goals, product knowledge, and building customer clientele. Major strengths in planning, problem solving and communication.

Productive as leader/member of a team or individually with time management skills.

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