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Customer Service Executive Assistant

Location:
San Antonio, TX
Salary:
40.00
Posted:
November 26, 2023

Contact this candidate

Resume:

Tracy C Maier

***** ***** ******* ** #****

San Antonio, TX 78230

ad1gvu@r.postjobfree.com

210-***-****

Objective

To secure a position that will enable me to use my work experience and knowledge and organizational abilities. I am a driven professional and outgoing and positive person that would be a great candidate to your company.

Randolph Brooks Federal Credit Union

November 9th 2021 to Current

Loan Processor

Responsible include gathering all essential documents for each loan and double checking lending and guidelines, ensuring the loan is completed before going to Underwriting.

Customer Service: update client on their loan and let them know which documents are needed

Run Credit Check, run DU and check DU guidelines from Encompass system

Order necessary documents from third parties: appraisal,title work, flood insurance certificate

Talk with homeowner agent and provide them with mortgagee clause that is needed

Do a complete verification employment, asset and liabilities

Make sure the purchase contract has been receipted, all addendum are in loan correctly

Update loan once documents has come in

Make sure there is enough assets or closing, get HUD/CD of sale of other property.

Ordered property inspection when it is an (subject to completion)

Review Underwriting Condition need for the loan

Effectively manage and process a full pipeline of mortgage loan

Executive Assistant

ENL Custom Homes -

San Antonio, TX

May 2017 to March 2020

Act as the point of contact among executives, employees, and other external partners

Manage information flow in a timely and accurate manner

Manage executives' calendars and set up meetings

Make travel and accommodation arrangements

Prepare and maintain expenses reports.

Maintain an office setup that optimizes workflow

Oversee the performance of other clerical staff

Format information for internal and external communication - memos, emails, presentations, reports

Take minutes during meetings and follow up on key actions

Manage employee appreciation initiatives

Screen and direct phone calls and distribute correspondence

Provide assistance as needed to front desk operations to include but is not limited to, answering phones, inventory, accepting package and other deliveries, lunchtime relief, and greeting and signing in a visitors/guests and maintain vendors

Wells Fargo

November 2016 - March 2017

San Antonio, TX

Operation Clerk 3/ Contract

Imaging and scanning foreclosure documents

Ability to navigate multi computers system and use Quick search to find information about the foreclosure loan

Experience working with changing priorities and deadlines

Ability to achieve high production and quality standards

Coded each foreclosure document with detail to get ready for court

Live in /Child Caregiver(Nanny)

January 2010 - June 2016

San Antonio, TX

Nanny working in the family home: responsible for all task to care of the children

Sever as a loving nurturing and trustworthy companion to the children

Teach children good social manners: like sharing, and saying please, Thank you and other manners

Perform homework duties: washes dishes, vacuum, mopped floors, dusting and bathe the children and changed diapers, plus potty trained and preparing nutritional meals and snacks

Discipline children when needed with time out. Drove children to regular doctor appointments and away from home recreational activates and games

Washington Mutual Mortgage Company

March 2001 - April 2008

Michigan / San Antonio, TX

Loan Processor

Update loan files with the loan origination system as necessary to ensure consistent processes of completed task assigned and milestone completed

Review residential loan application file to verify that applicant data is complete and meets establishment standards: Flood Certification, VOD,VOI.VOE, and credit reports,survey review all serving remittance reports. Prior experience working with ARM’s,FHA, Conventional loan, order appraisal, title work from third party vendor.

Update additional information successfully to process the loan

Update and maintain an update GFE redisclosing when a change circumstance arise(i.e additional inspections credit supplements, pricing changes, loan change etc.)

Responsible for putting borrower information data into computer ensuring all loan information is completely accurate

Discrepancies finding in documents handled by resolving them for the property owner by filing the necessary paperwork ensuring that deadlines are met, verifying signatures,and attaching addendum

Hard and Soft Skills

Microsoft office Strong Work Ethic

Photocopying Dependable

Data Entry Customer Service

Motivation Encompass System

Problem Solving Skills Work Under Pressure

Outlook Analytical

Enthusiastic Communication Skills

Patient PowerPoint

Education

McKenzie High School Detroit, MI

Graduated with Diploma - 1981



Contact this candidate