Beatriz Rodriguez

Loan Officer Assistant-Loan Processing

Plainfield, IL 60544

ad3ckl@r.postjobfree.com

+1-361-***-****

Authorized to work in the US for any employer

Work Experience

Administrative Assistant

Lasalle Network/RoadOne IntermodaLogistics - Joliet, IL December 2023 to Present

• Receive, update system and scan new driver/truck information packet as well as Registration, Renewal Lease, Inspection, Driver Medical, CDL, Training, Reactivations and Annual review packet into the adequate edrive labeled properly.

• Runs and reviews appropriate background and motor vehicle records checks

• Following established guidelines approves or declines applicant

• Communicates regularly with recruiters, safety managers, peers and other personnel

• Conducts Series of Retention Calls as assigned

• Communicates with courtesy and respect

• Answers questions thoroughly and accurately

• Prepares weekly, monthly and quarterly reports

• Support the RQC in other areas as assigned, including but not limited to: o Cross training on other positions

o RoadPerks Information

o Fuel Tax Preparation and Data Entry

Contingent Worker

Hays- MetLife - Aurora, IL

December 2022 to March 2023

Updated Account managers, Customer Service Consultant, Account Executive information and coverages on sharepoint and CDF system for NE Region and Metro Region. Terminated customers in UIS system and or Ez Portal. Downloaded 5500 Schedule A’s and sent to Account managers. Triaged Sales force email account when an Account manager was out of the office on PTO. Created Microsoft Excel spreadsheet reports needed by the teams for customers or internally. Called Metlife automated Interactive Voice Response system to confirm dental coverage from list. Inventory Control Quality Assurance Associate

Warehouse Walmart Distribution Center - Joliet, IL October 2022 to December 2022

• Complete work assignments and priorities

• Comply with company policies, procedures, and standards of ethics and integrity

• Ensure efficiency of freight processing

• Ensure freight quality and integrity

• Maintain a safe work area

• Manage freight

• Perform duties as assigned

• Complete cycle counting of all products/merchandise for inventory Loan Officer Assistant/Processing Assistant

DAS Acquisition Company - McKinney, TX

October 2020 to March 2022

• Assist Loan Officer with Clerical Functions

• Make copies of borrower information, filing, and other administrative duties as instructed by the Loan Officer.

• Conduct preliminary research needed on the loan to help determine mortgage eligibility

• Assist in pre-qualifications and pre-approval orders as instructed by the Loan Officer. Pull credit reports and running AUS. Contact the borrower for any and/or additional information required.

• Set signing appointments. Provide customer service to clients.

• Communicate with parties to schedule and set a signing appointment.

• Prepare files for submission to loan processing

• Data input function including setting up new customer files with application data.

• Update the Loan Officer’s database, mail thank-you notes to customers and realtors.

• Any other miscellaneous requirements of the team

• Clerical ad hoc duties, as needed.

• Perform processing duties which will include but will not be limited to:

• The collection and analysis of all income

• Asset and liabilities

• Analyzing credit reports and purchase contracts

• Verifying employment

• Assisting in the clearing of all conditions between Borrower and Lenders Underwriter.

• Ordering title and other required documents, and activities needed to clear the file to close all while working closely with buyers, sellers, title companies, real estate agents, and attorneys

• Run DU/LP/DO prior to sending file to Processing

• Training and assisting new regional team hires on full process. Loan Officer Assistant/Processing Assistant

Union Home Mortgage - Schaumburg, IL

June 2020 to September 2020

Overview

Responsible for managing communications, marketing, creating goodwill and providing administrative support to Managing Branch Loan Officer as necessary in a fast-paced environment. Responsibilities

• Answers all incoming calls to the Managing LO and obtains basic identifying information about a prospective borrower on behalf of the LO (i.e. name, address, contact information, purpose of call, etc.

• Sets and confirms appointments with clients, realtors and business partners

• Initiates contact with new leads and realtors and ask for an appointment to meet with Managing Loan Officer

• Acts as liaison between borrower and other third parties such as realtor, title company in communication

• Sends thank you letters and miscellaneous notes on new loan applications, referral sources, weekly closings, lunch appointments, etc.

• Works with operations partners in aspects of the loan process or closing

• Coordinates with realtors and title company to arrange the closing

• Communicates on a regular basis with borrower and realtor providing loan status updates

• Provides prospective borrower with information unrelated to loan terms (i.e. best days of the month to schedule loan closing)

• Communicates on behalf of the mortgage LO information not directly involved with negotiating or re- negotiating/changing loan terms

• Receives UHM requested borrower documentation and forwarding to appropriate Partner and/or department and follows up on additional information needed

• Creates, updates and maintains social media (i.e., Managing LO Facebook page)

• Updates and maintains marketing (SAM) database and utilizes database to maintain regular contact with borrowers

• Plans and organizes networking events, including lunches, training programs, etc.

• Act as a liaison between clients and business partners and connect people as appropriate or as needed

• Contact previous clients to ensure satisfaction with the process and to determine if there is anything further the Managing LO can do to help with their debt management process

• Maintains regular contact with Managing Loan Officer on status of all active files. etc Loan Officer Assistant/Processing Assistant

Fairway Independent Mortgage Corporation / E Galindo - Elgin, IL April 2019 to June 2020

• Manage the Loan Consultant or Sales Manager’s calendar to set up appointments and outside sales meetings

• Provide customer service to borrowers and any external business partners as identified by the Loan Consultant

• Attend external business functions with the Loan Consultant, as requested

• Help facilitate open communication with borrowers and Loan Processors at the branch or in the Corporate office

• Interact with the processing organization and operations to ensure that all files are closed on behalf of assigned Loan Consultant

• Provide daily / weekly status to the Loan Consultant regarding all files currently in progress

• Attend any identified mandatory loan consultant meetings

• Assist Loan Consultant / Sales Manager with identified CRM activities

• Comply with organizational standards, policies, and procedures

• Perform other related duties as assigned and required

• Manage my time and prioritize on Borrower loans when needed. Loan Officer Assistant/Processing Assistant

loanDepot / E Galindo - Schaumburg, IL

October 2017 to April 2019

• Manage the Loan Consultant or Sales Manager’s calendar to set up appointments and outside sales meetings

• Provide customer service to borrowers and any external business partners as identified by the Loan Consultant

• Attend external business functions with the Loan Consultant, as requested

• Help facilitate open communication with borrowers and Loan Processors at the branch or in the Corporate office

• Interact with the processing organization and operations to ensure that all files are closed on behalf of assigned Loan Consultant

• Provide daily / weekly status to the Loan Consultant regarding all files currently in progress

• Attend any identified mandatory loan consultant meetings

• Assist Loan Consultant / Sales Manager with identified CRM activities

• Comply with organizational standards, policies, and procedures

• Perform other related duties as assigned and required Benefit Counselor

AonHewitt - Maitland, FL

November 2016 to October 2017

Educated participants on their current or new medical, dental, vision, life, and disability benefits plans in order to enroll, change or disenroll from company health plan. Also offered and explained any additional/ optional coverages available.

Life Insurance Agent

Symmetry Financial Group - Raleigh, NC

March 2016 to October 2017

Schedule and meet customer to review options for insurance protection with multiple companies. Complete application and submit to Uw for completion of coverage. Customer Service Representative

State Farm Insurance Will Deaton - Corpus Christi, TX August 2015 to March 2016

Interact with customers to provide information in response to inquiries about products, bills, changes,add ons and services to current or new auto,life,health, and homeowner's policies. Assist agent in cross sales, explaining and selling the adequate insurance policy for each individual's needs. Taking payments, giving proof of insurance, and calling customers when the regional office requests more information. Process and mail renewals for TWIA and Texas Fair Plan

Restaurant Manager

Maguin RB Investments/ La Hacienda 2 - Victoria, TX March 2014 to October 2014

• Monitor compliance with health and fire regulations regarding food preparation and serving, and building maintenance in dining facility.

• Monitor food preparation methods, portion sizes, and garnishing presentation, to ensure that food is prepared and presented in an acceptable manner.

• Prepared daily, weekly & monthly reports to show profits/expenses and made bank deposits for the restaurant

• Investigate and resolve complaints regarding food quality, service or accommodations.

• Coordinate assignments of cooking personnel to ensure economical use of food and timely preparation.

• Schedule and receive food and beverage deliveries, checking delivery contents to verify product quality and quantity.

• Monitor budgets and payroll records, and review financial transactions to ensure that expenditures are authorized and budgeted.

• Maintain food and equipment inventories, and keep records.

• Schedule staff hours and assign duties.

• Establish standards for personnel performance and customer service.

• Paid vendor invoices and purchased merchandise for the restaurant. Signed off on food/beverage upon receipt Customer Relations Specialist

State Farm insurance Felix Peńa - Corpus Christi, TX February 2011 to August 2014

• Interact with customers to provide information in response to inquiries about products, bills, changes, add ons and services to current or new auto, life, health, and homeowner's policies.

• Handle and resolve complaints by calling the necessary Department, such as Underwriting, Billing, or Service Team for assistance.

• Assisting agent in offering, explaining and selling the adequate insurance policy for each individual's needs.

• Taking payments, giving proof of insurance, calling customers when the regional office requests more information.

• Sent late notices and memos as reminders to customers to call or come into the office to make a payment so that their policy wouldn't cancel for non-payment. Loan Processor

HKA Staffing - Glenview, IL

July 2010 to October 2010

• Process FHA and Conventional files using Contour Loan Handler, Word Perfect and Echo System

• Review files for accuracy and completeness

• Run LP and DU Processing

• Email file review and status to loan officers weekly or upon approval

• Prepare files for submission to underwriting

• Resubmit files to underwriting to clear conditions for clear to close

• Prepare and review commitment letters and fee sheets for accuracy

• Schedule and coordinate closings for refinances and send fee sheet

• Prepare, copy and ship file docs to closing

Restaurant Manager

La Playa Mexican Restaurant - Corpus Christi, TX

May 2008 to March 2010

• Managed 22 Shift Associates, including wait staff, bussers, hosts, and bartenders

• Recruitment and training of new employees and dealt with human resource issues

• Manage budgeting, cost control, payroll and general accounting

• Prepared daily, weekly and monthly profitability report and cashout at close report for deposits for the restaurant

• Purchasing and inventory management

• Paid vendor invoices and signed off receipt of merchandise

• Created, developed and implemented all operational systems and procedures including handbook, forms, checklists, and flow charts for servers/bartenders/hosts/bussers/kitchen associates job descriptions and incentive programs

• Facilities safety management

• Investigated and resolved food/beverage quality and service complaints ensuring customer satisfaction and repeat business

• Catered and served food to private parties and events Education

Certification in Computerized Business Accounting

College of office technology - Chicago, IL

1996

GED

Truman College

Skills

• Communication skills

• Business Consulting

• Data entry

• Time Management

• Customer Care

• Front desk

• Warehouse Distribution Experience

• Dental office experience

• Account Management

• Insurance Sales

• Call Center

• Computer literacy

• Analysis skills

• Customer Service

• Salesforce

• CSR

• Sales

• Spanish

• Microsoft Office

• Loan Officer Experience

• Customer Support

• Credit analysis

• Computer skills

• Fair Housing regulations

• Bilingual

• CRM Software

• Sales

• Sales management

• Customer service

• Insurance sales

• CRM software

• Outside sales

• Salesforce

• Typing

• Credit analysis

• Cash register

• Account management

• Marketing

• Fair Housing regulations

• Negotiation

• Training & development

Certifications and Licenses

Life, Health, Accident and HMO

April 2013 to March 2018

General Lines Agent/Tx

Driver's License

Assessments

Cleaner fit — Proficient

October 2023

Measures the traits that are important for successful cleaners Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

Fluent in Spanish and English

Contact this candidate