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Administrative Assistant Customer Service

Chicago, Illinois, United States
March 24, 2019

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Real Estate/Administrative Assistant and/or Customer Service


Over fourteen years experience working in the field of Real Estate. Extensive more than 10 years experience as a Loan Officer/Processor, /Broker Assistant. Excellent Customer Service skills with a proven track record of success in communicating with clients during the different procedures such as loan qualification, escrow, property inspections and income documentation. Reliable, committed, detail oriented and a professional.


Customer Service. Secretarial: Office Administration /Organization. Computer: MS Word, Excel, Power Point and Data Entry



Mortgage Brokerage –Broker Assistant

Responsible for obtaining, processing and reviewing all required loan

documentation needed for loan approval which includes all applicable

income, asset, property information, federal and state disclosures, etc

Managing clients through the entire loan process on residential purchase

and refinance transaction, from data collection and analysis through loan

conclusion; collecting and analyzing information regarding customer

income, assets and credit, responsible for reviewing loans to ensure the

accuracy and consistency of information, responding to inquiries,

resolving problems and obtaining all necessary documentation required

for the file.

Support the Mortgage Broker and serve as a contact point for customers to

resolve issues/difficulties discussing products and pricing, take all initial

inquiry calls for pre-qualifications and review data and complex files with

Mortgage Broker; identifying potential problems with loan applications

and arrive at workable solutions prior to submission to underwriter.

Listen to the clients and trying to provide a pleasant and stress – free

experience for them.

2010 -- 2014 BANK OF AMERICA 450 American St., Simi Valley, CA

(Legacy Asset Servicing) Process Support Specialist II

Help the bank customers with The Loan Modifications process, reviewing

documents for Loan modification and determine whether the borrow

meets the requirements for modification ( including tax return, income

verification, pay stubs, P&L statement, Social Security Benefits Award

letters, bank statements), proof of occupancy (etc).

Inform CRM (Customer Relationship Manager)-single point of contact

of required MISSING documentation to obtain the necessary

documents to accelerate submission of complete file to underwriters.

Providing FAIR FAST and FINAL SERVICE to the customers with

conventional (Single family Residence from 1-4 units, Multi-family –more

than 4 units, condominiums) and Government (FHA) loans.

2007 – 2010 AMERICAN CAPITAL GROUP, Los Angeles, CA

Loan Officer/Processor/Broker and Administrative Assistant

Meet and great clients to discuss the information to buy property

Gather and review all necessary documents including income and discuss them with potential client

Loan assessment, including availability, percentage and terms

Loan negotiation and alternative structuring solutions

2006 – 2007 MONARCH GRAND VACATION (Resort Industry), Los Angeles, CA


Met and greeted guests

Assisted guests with their vacation packages such as customized services, tours, gatherings, special celebrations and activities

2004 – 2005 RE/MAX ALL CITIES REALTY, Los Angeles, CA (Real Estate Agent)

Met with potential clients to discuss their property buying needs

Assisted clients by reviewing their qualifying income paperwork

Followed-up with property availability, loan availability and terms

2001 – 2003 COLDWELL BANKER REALTY, Los Angeles, CA

Sales Associate/Transaction Coordinator-Residential Brokerage

Coordinated transactions between lenders, buyers and other brokerage firms

Conducted market analysis and ran comps on major board of realtors, processed listings and sales, ordered inspections

Managed escrow files and paperwork from opening through close of escrow


Realtors Real Estate School/Chicago Association of Realtors Completed broker pre-license courses in 2004, Coldwell Banker University, Los Angeles, CA graduated, obtained a sales license in 2001, Travel-World College, Los Angeles, CA Travel Career Development /test Certificate-ICTA in 1997 Coursework included: World Geography, Airline Ticketing (domestic and international), cruses and tours.

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