CAROLYN SURRATT

ad3c0h@r.postjobfree.com 972-***-**** Frisco, TX 75035

Summary

Enthusiastic Loan Officer provides excellent customer service throughout loan origination process. Well-versed in all types of loans and application processes. Consistently exceeds sales expectations.

Skills

Customer Service-Focused

Cultural Awareness

Calyx

Document Analysis

Financial Analysis

Analytical Thinking

Cost Reduction

Hyperion

SAP / SQL / HTML

Customer Service-Focused

Experience

Operations Data Analyst Optum - Telecommute, MN 06/2021 - Current

Collaborate with IT, Project Management and the CS Leadership team in order to enhance operational efficiencies

Designs, tests and communicates enhancements for customer service

Utilize SQL and write scripts to retrieve, modify, manipulate data and present data analysis results to management

Communicate with leadership to establish data needs, and utilized presentations, visualizations, charts, diagrams, to illustrate data analysis results.

Loan Originator Right Now Mortgage - Houston, TX 06/2023 - 01/2024

Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.

Advised borrowers on budgeting techniques and refinancing options when necessary.

Provided timely follow-up services to existing customers regarding their loan status or any other queries they may have had.

Stayed abreast of lending regulations, industry trends and market rates.

Information Logistics Analyst Boeing - Dallas, Tx 03/2019 - 12/2020

Evaluated, developed, and maintained master data in SAP

Closely collaborate with internal and external customers to mitigate quality issues and devise strategic solutions

Utilize SQL queries to effectively execute quality control checks

Maximize data integrity and enforce stringent business rules.

Education and Training

Amberton University Garland, TX

Master of Science - Business Administration/Human Relations

Southern New Hampshire University Manchester, NH

Bachelor of Science - Business Administration/Human Relations

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