Administrative Assistant Loan Officers

OBJECTIVE College-educated and detail-orientated professional with 20 years of office experience looking to apply my clerical and organizational skills as an administrative assistant.

EXPERIENCE

Edgewood, Maryland

Jun 2016 - Present

Secondary Manager

Bayshore Mortgage Funding, LLC

oExclusively runs Secondary operations for a high-volume mortgage company with a beginning annual gross production of $236MM to a height of $833MM without increasing lock desk personnel. This includes rate sheet generation, locking loans, extensions, renegotiations, final pricing, and loan sales. Excellent communication with loan officers, processors, closing, and post-closing throughout the loan process.

oResponsible for weekly bulk sales with trading company which has resulted in an additional profitability of over $10MM since 2019.

oDeveloped and maintained relationships with 117 investors and 6 warehouse banks including obtaining and completing contracts and annual recertifications. Utilize a high level of discretion due to the use of personal data, including but not limited to company owner home addresses, licenses, social security numbers, and credit reports.

oAuthored a company lock desk policy, created a how-to tutorial for new loan officers to easily navigate the locking process within Optimal Blue, and created an Excel interactive form that allowed loan officers and processors to self-help with links and access to guidelines and TPO contact information. Maintain Optimal Blue database with 27 investors and 26 loan production offices including investor programs, corporate margins, branch margins, and loan officer compensation schedules.

Raleigh, NC

Nov 2009 - Jun 2016

Bethesda, MD

May 2008 – Nov 2009

Lock Desk Manager

West Town Bank and Trust

oOversaw the Secondary department with a monthly volume of $25MM and managed a lock desk support team member with responsibilities of daily locks, lock extensions, final pricing, and expiring lock reports.

oCarefully watching the market through key events for market volatility that could require a rate halt by the company to ensure the company’s profitability.

oResponsible for monthly reports for the board of directors, managing bulk trades, monitoring the pipeline daily, adding and removing trades as necessary, and maintaining the database software and other record management programs.

oEffectively communicated daily with key operational staff and all loan production offices to confirm trades and daily processes.

Pricing Analyst

Waterfield Bank DBA American Partners

oPerformed all lock desk functions for the company with a monthly volume of $1.4MM that included registration, completing rate locks, and ensuring appropriate margins for the company by responding to investor guidelines and pricing changes.

oProvided research, product analysis, and market review for the entire staff to encourage integrity, market knowledge, and industry excellence. Completing self-implemented initiatives or tasks assigned by the Secondary President or Vice President.

oWorking daily, with effective verbal and written communication, with operational staff, loan officers, and investors to ensure pricing accuracy.

.

Urbana, MD

Oct 2006 – May 2008

Rockville, MD

May 2004 – Oct 2006

Dynamic Capital

Pricing Analyst

oEffectively running lock desk by locking all forward locks, processing extensions, and final pricing loans.

oMaintained lock data database.

oCommunicated daily with the Director of Mortgage Operations on processes and procedures.

Vision Capital

Client Relations Coordinator

oWorked in the newly launched Wholesale lending department as the sole CRC for the first 2 years managing all newly acquired broker clients. Provided training and guidance for new hires, reporting successes and failures of the group to the Operations Manager, and offering feedback to the sales group on potential efficiencies.

oCreated and implemented on-site training for large and new brokerages to streamline business practices. This included file flows, contact information, and product training.

oCreated broker correspondences and product advertisements.

oProvided scenarios, pricing, and feedback as needed for all clients and internal sales personnel.

oSupported Account Executives 3 with client management and presentation support.

oDeveloped strong client relationships by being a team leader, consistent follow through, and thorough communication from start to finish on each loan file.

•

EDUCATION

Fort Lauderdale, FL

2003 - 2005

Associate of Criminal Justice

Kaplan University

SKILLS

Customer Service Works Independently or with a team

Detail Oriented Strong multitasking skills

Proficient in Microsoft Word and Excel Knowledge of ShareFile and SharePoint

Experience working in hybrid in-home/office setting Problem Solving

Zoom Teams

Contact this candidate