Customer Service Administrative Assistant

Jamie Craig

360-***-**** Cell

*************@***.***

Objective:

Seeking employment where I can provide excellent service in my mortgage/loan processing, accounting, customer service and leadership skills to internal/ external customers & employees. I am a motivated, hardworking individual. With my good communication skills, I work well with fellow employees, clients and 3rd party vendors. Experience:

2019 November to current Evergreen Mortgage Company Vancouver, WA Regional Jr Construction Processor

VA, FHA and Conventional loans, some brokered loans

Renovation and OTC loans (OTC, Homestyle, 203k)

Request & obtain all required order-out items as requested by the sr processor

Communicate effectively with 3rd professionals-including title/escrow companies, county clerks, hazard insurance companies or any other 3rd party professionals either verbally or written.

Ordered credit sups

Responsible for file organization

Assist in gathering & clearing UW conditions & meeting loan deadline dates

Works closely with the sales team, Sr Processor, Underwriter, closer/funders and borrower(s)

Pipeline average was 100+, along with 40-50 modification loans (worked for 3+ sr processors who processed for the whole company)

Proactively communicate & set expectations about what the process will or may potentially involve; including turnaround times for documents and impacts of delays if applicable.

2018 March to 2019 June Bank of the West Portland, OR Senior Administrative Assistant to SVP/ Regional Manager

Handled day to day administrative duties

Monitors deadlines and followed up on pending matters

Processed and maintained information of high complex and confidential material

Worked one on one with 10 Relationship Managers/ Loan Officers

Processed payments and any corrections

Input and retrieved data from multiple computer software programs

Interacted with clients to schedule appointments, answer questions, gather personal documents/ information and resolve moderately complex issues

Ordered office supplies

Organized and maintained files, correspondences, records and other documentation 2017 June- 2018 February LoanStar Home Lending Vancouver, WA Construction Processor

Worked in the Encompass system

Gather all important data from client (assets, debts, etc)

Verify information and references by contacting the right sources

Create the loan submission package for the underwriting department

Submit files to the assigned underwriter

Satisfy all conditions assigned on the conditional loan approval

Act as the point of contact between the loan officers, underwriters and client

Communicate effectively with 3rd professionals-including title/escrow companies, county clerks, hazard insurance companies or any other 3rd party professionals either verbally or written.

Scheduling and tracking closing dates

FHA, Conventional, 1xclose, Renovation & VA loans 2017 January- 2017 June American Pacific Mtg,dba Mortgage Pro Vancouver, WA Processor

Worked in the Encompass system

Gather all important data from client (assets, debts, etc)

Verify information and references by contacting the right sources

Create the loan submission package for the underwriting department

Submit files to the assigned underwriter

Satisfy all conditions assigned on the conditional loan approval

Act as the point of contact between the loan officers, underwriters and client

Communicate effectively with 3rd professionals-including title/escrow companies, county clerks, hazard insurance companies or any other 3rd party professionals either verbally or written.

Scheduling and tracking closing dates

FHA, Conventional & VA loans

2008 October- 2016 September Campbell Global LLC Portland, OR Log Accountant Processor

Manage multiple clients tree farms (pipeline)

Data input of all daily/ weekly activity

Accounts payable & account receivable

Reconciled settlement statements

Ran payable reports on a daily and weekly basis

Monitored current production and payable reports to ensure data accuracy and completeness

Responsible for month end review of assigned tree farms and quarterly harvest tax payments

Responsible for all client invoicing and billing

Worked one on one with auditors throughout the year 2007 January- 2008 October iQ Credit Union Vancouver, WA Administrative Assistant to VP of Business Lending/ Loan Processor- Commercial Loans

Accounts receivable & accounts payable

Assist with operational and administrative functions, as well as compiling, processing, computer input, and servicing to support Member Business loans (commercial loans)

Compiling all current required financial documentation for new and existing loans. Corresponding with borrowers to ensure proper documentation is provided

High level of accuracy in input, updating and preparing new and existing loans, loan disbursements, and all reports

High level of accuracy in balancing general ledger accounts (ensuring accurate monthly posting of expenses and reconciliation to the general ledger)

Responsible for paying invoices in an accurate and timely manner

Processing monthly payments and reports for purchased and sold loan participations

Tracks and keeps accurate records of significant events occurring during the loan

Corresponds with existing borrowers regarding interest rate changes, term changes, annual reviews and maturities, providing them with list of documentation needed, and follow up until information is received

Tracks and keeps accurate records of insurance information, keeping insurance requirements and documentation current

Draw docs/ fund loan

2006-2006 Lime Financial Services Lake Oswego, OR

Processor Sub Prime

Manage a pipeline-taking ownership of loan from approval (or suspense) to closing the loan

Reviewed loan approvals, suspense’s and appraisals

Verified VOR/VOM’s, VOE’s

Pulled BPO’s

Worked one on one with Brokers and AE’s

Ordered 4506T’s and SSV

Gathered all conditions for all internal approved/ suspended loans

Reviewed all underwriting decisions, effectively communicating all outstanding conditions to broker and AE

Coordinated all needed information and documents for the closing of the loan 2005 November- 2006 November Meritage Mortgage Corp Beaverton, OR Processor - Sub Prime

Manage a pipeline

Take ownership of loan from approval (or suspense) to closing the loan

Reviewed loan approvals, suspense’s and appraisals

Verified VOR/VOM’s, VOE’s

Worked one on one with Brokers and AE’s

Ordered 4506T’s and SSV

Gathered all conditions for all internal approved/ suspended loans

Reviewed all underwriting decisions & effectively communicating all outstanding conditions to broker and AE

Coordinated all needed information and documents for the closing of the loan 2003 April-2005 November US Bank (SBLC) Portland, OR Loan Doc Assistant (Processor) - Commercial Loans

Set up loans

Gathered financial Data

Pulled credit report from Equifax, D & B reports (business)

Worked with (systems) Hogan, AFS and Lotus Notes

Worked one on one with the bankers

Gathered all conditions for approved loans and suspended loans

Managed a pipeline

2002-2003 Washington Mutual (temp) Lake Oswego, OR Processor

Stacked and sorted loans

Input financial data into the system

Gathered loan conditions from banker

Processed adverse loans

Accomplishments:

Have finished classes in the field of Strategies for Success, Keyboarding, Medical Billing, First Aid/ CPR

References:

Available upon request

Overview:

I am an extremely hard working, goal oriented, energetic, motivated, hard worker and well liked/ respected by others. I strive at being the best at what I do. I have always shown to be a true asset to the company I am working for. My strong attention to detail and accuracy makes me a great asset.

Contact this candidate