Customer Service Executive Assistant
Resume:
Tracy C Maier
San Antonio, TX 78230
*********@*****.***
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
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