MICHELLE

CARLSON

Executive Assistant/Loan Production Partner

PROFILE

I have 16 years of experience in the

Mortgage Industry. I recently moved from

my hometown of Seattle, WA, then to San

Diego CA for a bit, then finally to Arizona.

Now that I am settled here in AZ, I am

ready to get back to work!

I have always worked under a Branch

Manager/Supervisor or top producer at

each Mortgage Company I have worked

at. I am open to changing careers, if the

fit is right. Customer Service is a big part of

being successful in this business. Along with

knowing how to handle stressful situations,

all while staying calm and professional

with the clients, to make sure their

experience with us goes as smoothly as

possible.

My day-to-day work really consisted of

speaking with borrowers about the loan

process, what documentation they can

expect to provide for loan approval,

sending out items needed lists, reviewing

Income, Assets and Property info. Getting

the loan through processing and

approved by Underwriting for closing.

CONTACT

PHONE:

206-***-****

EMAIL: ad37u4@r.postjobfree.com

Looking to find a career with a positive atmosphere, room for growth, and a company with a “Family” Feel.

EDUCATION

Pima Medical Institute – Seattle, WA

o From 2008 to 2009

o Obtained my Vet Tech License

Kentridge High School – Kent, WA

o From 2002 to 2004

o High School Degree obtained.

WORK EXPERIENCE

Caliber Home Loans – Executive Asst/Loan Production Partner Lana G. Team then Wendi A. Team – From 8/2020 to 8/2022 o Responsible for qualifying borrowers for various lender programs and picking the best option for each client. o Responsible for getting loans through processing, and Approved by Underwriting, along with gathering all the borrower documentation to get them approved,

o Reviewed and calculated Income, reviewed Assets, Credit Reports, Property info and checked the loan application for errors.

o Worked closely with Clients, Agents, and Loan officer daily. Kept them informed regarding the loan process, and if we are on track to close on time.

o Priced out loans, and gave the bet Rate possible, with minimal subsidies needed.

o Ran Automated Underwriting systems, to help see what the borrower would qualify for, and what items are needed for their loan file.

OnQ Financial – Executive Assistant

Lana G. Team – From 2/2017 to 8/2020

o Worked with all the members on Lana’s Team, to help structure loans, so we could get them approved by

Underwriting.

HOBBIES

o Playing with my 2 Bengal cats

outside.

o Cooking at home and trying new

recipes.

o Being in nature/Hiking,

o Traveling.

o Sent out items needed list to each client, listing all of the documentation needed, to get their loan file submitted to Underwriting for approval.

o Worked closely with Clients, Agents, and Loan officer daily. Kept them informed regarding the loan process, and if we are on track to close on time.

o Ran Automated Underwriting systems, to help see what the borrower would qualify for, and what items are needed for their loan file.

Cobalt Mortgage then moved to Guild Mortgage

Executive Asst - Oleg T. Team – From 9/2012 to 1/2017 o Responsible for qualifying borrowers for various lender programs and picking the best option for each client. o Responsible for getting loans through processing, and Approved by Underwriting, along with gathering all the borrower documentation to get them approved,

o Reviewed and calculated Income, reviewed Assets, Credit Reports, Property info and checked the loan application for errors.

o Worked closely with Clients, Agents, and Loan officer daily. Kept them informed regarding the loan process, and if we are on track to close on time.

o Priced out loans, and gave the bet Rate possible, with minimal subsidies needed.

o Ran Automated Underwriting systems, to help see what the borrower would qualify for, and what items are needed for their loan file.

o Helped train various team members how to properly calculate income, and other helpful tips on what to do, to make the loan process go smoother and faster.

SKILLS

o Executive Assistance

o Team Management

o Phone Etiquette

o Organizational Skills

o Computer Literacy

o Automated Underwriting systems. (DU/LP)

o LO’s systems: Encompass, Point, Blitz Docs, Elf. o Microsoft Office

o Customer Service

o Income Calculation / Tax Review

o Asset review

o Multi-Line Phone Systems

o Clerical Experience

NMLS LICENSE

o I am a licensed Loan Officer and have my NMLS license. I renew my state license(s) each year, by completing my continuing education.

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