Lisa Kelley
Mortgage Lending Professional South Portland, ME 04106
ad1gz5@r.postjobfree.com
Previously MLO Licensed through Embrace Home Loans (NMLS #1648155)
Marketing
Business Development
Authorized to work in the US for any employer
Work Experience
Licensed Massage Therapist (side-gig)
Self-Employed - South Portland, ME
2009 to Present
• Provided deep tissue therapeutic massage to clients seeking relief from muscular strains and tension.
Business Development Associate
Embrace Home Loans - Portland, ME
December 2020 to November 2022
Processed new mortgage loan applications for two seasoned loan originators:
•Collection and processing of compliance documentation, ordering of required personal and financial information, ordering of title, appraisal, RE taxes, Deed
•Ordering of office supplies and other daily office functions
RMS Mortgage Loan Processor
December 2017 to October 2020
Provided reception for incoming and outgoing clients
Provided calendar maintenance, event planning, some marketing efforts as needed
Processed new business applications and maintained existing client files
Assisted with accounts payable and receivable
Loan Compliance Auditor
Mortgage Network Inc - Scarborough, ME
March 2015 to November 2017
Auditing of loan packages using guidelines of TRID and other financial data
Education
Licensed Loan Originator
NMLS - Portland, ME
December 2020 to November 2022
Massage License & Polarity Certification in Anatomy and Physiology Coursework
Spatech Institute - Westbrook, ME
2008 to 2009
College Coursework (Bachelors) in Business Administration
USM - Portland, ME
September 2005 to May 2007
Skills
•Business Development
•Marketing
•Microsoft Office
•Auditing
•Document management systems
•Analysis skills
•Data entry
•Research
•Customer service
•Microsoft Excel
•Loan processing
•QuickBooks
•Administrative Experience
•Documentation review
•Accounts Receivable
•Account Management
•Accounts Payable
•Quality Assurance
•Order entry
•Time management
•Quality management
•Loan Origination
•Microsoft Outlook
Certifications and Licenses
Mortgage Loan Origination
September 2017 to November 2022
NMLS # 1648155
Assessments
Receptionist — Highly Proficient
December 2019
Using basic scheduling, attention to detail, and organizational skills in an office setting. Full results: Highly Proficient
Accounting Skills: Bookkeeping — Proficient February 2020
Calculating and determining the accuracy of financial data
Full results: Proficient
Customer Focus & Orientation — Proficient
January 2020
Responding to customer situations with sensitivity Full results: Proficient
Work Style: Reliability — Highly Proficient
March 2020
Tendency to be dependable and come to work Full results: Highly Proficient
Attention to Detail — Proficient
September 2020
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Work Style: Conscientiousness — Highly Proficient March 2020
Tendency to be well-organized, rule-abiding, and hard-working
Full results: Highly Proficient
Sales Skills — Proficient
October 2020
Influencing and negotiating with customers Full results: Proficient
Verbal Communication — Expert October 2020
Speaking clearly, correctly, and concisely
Full results: Expert
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.