Jennifer Helmly

ad35vs@r.postjobfree.com

404-***-****

Qualifications

• Word Office, Encompass, AIQ, Myles, Calyx Point

• Origination, Credit Analyst and customer profiling

• Conventional conforming, FHA, VA, USDA, Bond, Non QM, Jumbo

• Self-directed and thorough

• Excellent Communication and customer service skills

• NMLS License, MLO License, Insurance Agent License Experience

The Harbin Agency

Licensed Insurance Agent – Account Manager – February 2023 – September 2023

• Strong Customer Service Skills

• Client Conversation Input

• Promotes team work ability, maintaining a positive & respectable attitude

• Maintains confidentiality of all information related to clients, customers, carriers and as appropriate other information.

HomeBridge Financial Services – Remote and Office

Licensed Loan Partner – October 2013 – July 2022

• Organize and tract all active loans from application to closure.

• Pre-approve customers – Credit Review, Income calculations, schedule C, schedule E.

• Interview perspective applicants to ensure Loan applications are completed and correct.

• Run DU, LP, GUS.

• Credit Counseling for score improvement.

• Analyze all supporting documentation for origination, processing and underwriting.

• Answer applicant’s questions regarding documents, loan estimate, closing disclosure, etc.

• Communicate status updates with Loan Officers, clients, agents, and title companies. Loan South Mortgage Company, LLC

Loan Processor / Loan Officer Assistant – February 2012 – September 2013

• Organize and tracked all active loans.

• Credit counseling.

• Ordered appraisals, credit reports, titles, flood certs, income transcripts and FHA documents.

• Monitored the status of each loan file.

• Obtained borrower applications and per-qualification documents.

• Reviewed required forms & obligatory documents.

• Maintained knowledge of program changes

Hometown Lenders, LLC

Loan Processor November 2011 – January 2012

• Organize and tracked all active loans.

• Credit counseling.

• Ordered appraisals, credit reports, titles, flood certs, income transcripts and FHA documents.

• Monitored the status of each loan file.

• Obtained borrower applications and per-qualification documents.

• Reviewed required forms & obligatory documents.

• Maintained knowledge of program changes.

AmericaHomekey, Inc.

Loan Processor January 09 – November 2011

• Organize and tracked all active loans.

• Credit counseling.

• Ordered appraisals, credit reports, titles, flood certs, income transcripts and FHA documents.

• Monitored the status of each loan file.

• Obtained borrower applications and pre-qualification documents.

• Reviewed required forms & obligatory documents.

• Maintained knowledge of program changes.

Pine State Mortgage

Loan Processor, closer, and post closing January 2005 – January 2009

• Organize and tracked all active loans from application to closing.

• Credit counseling.

• Ordered appraisals, credit reports, titles, flood certs, income transcripts and FHA documents.

• Monitored the status of each loan file.

• Obtained borrower applications and per-qualification documents.

• Reviewed required forms & obligatory documents.

• Maintained knowledge of program changes.

Note: January 2005 – September 2013 Pine State Mortgage went out of business laterally moved companies with same Managers and Co-workers while Managers tried finding the company that best fit their needs and expectations.

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Previous history of 4 years working with a Broker, brokering loans out to Lenders Additional experience accomplished over 37 years.

Education

Forest Park High School

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