Data Entry Loan Processing

Delia Zimmer

Mission Viejo, Ca 949-***-**** ************@*****.***

SUMMARY

Dynamic administrative professional with over 25 years of experience in the mortgage and banking industry, specializing in high-volume loan processing and exceptional support for branch operations. Proven ability to enhance operational efficiency, achieve high branch audit scores (consistently above 95%), and drive marketing initiatives that improve customer engagement by 30%. Proficient in advanced CRM systems, data analysis using Tableau, and compliance management.

SKILLS

Microsoft Office Suite

Salesforce

Data Visualization and Analysis (Tableau)

Loan Processing Software (CORE)

Compliance

Data Entry

Attention to Detail

Public Speaking

Problem Solving

Bilingual- [Spanish]

Team Player/Building

Time Management

Emotional intelligence

Administrative Support

Organizational Skills

Training & Onboarding

PROFESSIONAL EXPERIENCE

Administrative Assistant-Wells Fargo Home Mortgage –Irvine, Ca Oct 2011-May 2024

Supported branch managers while overseeing the team of 30 employees and contributing to the branch being ranked in the top 5% nationally.

Spearheaded one to two meetings weekly that led to a 20% improvement in loan productivity.

Achieved branch audit scores consistently above 97% by implementing compliance checklists and training sessions for staff, reducing compliance errors by 40%.

Managed daily reports for mortgage loans in the pipeline, utilizing CORE and Tableau to identify trends and optimize loan processing times, resulting in a 15% decrease in average turnaround time for approvals.

Conducted monthly compliance audits of team members' laptops, ensuring adherence to regulatory standards, which contributed to zero compliance violations over 3 consecutive years.

Facilitated the onboarding and offboarding process for new hires, improving the onboarding efficiency by 25%.

Collaborated with recruiters to develop job postings and scheduled interviews for key positions within an average of two weeks.

Executed monthly CRM marketing campaigns, boosting customer engagement by 30%.

Loan Coordinator- Bank of America – Irvine, Ca Dec 2009-Sept 2011

Managed three pipeline reports daily, forecasting loan closures and optimizing rate management that resulted in a 25% increase in loan completions.

Verified documentation from customers and loan officers, ensuring compliance and accuracy, which reduced processing errors by 30%.

Reviewed loan applications for completeness, maintaining a 99% accuracy rate and expediting the approval process.

Cultivated strong customer service relationships, leading to a 15% improvement in customer service satisfaction scores through initiative-taking communication and support.

Coordinated opening of escrow, title and appraisal orders ensuring seamless transitions through the closing process.

Sales Associate-Wells Fargo Home Mortgage – Irvine, Ca Jan 2001-Feb 2006

Analyzed complex financial information for borrowers, expertly structuring loans for pre-approval and underwriting, which resulted in a 30% increase in successful loan approvals.

Collaborated closely with sales management, loan processors, and underwriters to ensure a cohesive workflow, leading to a smoother loan process and faster turnaround times.

Completed administrative and marketing tasks that generated new business opportunities, resulting in a 20% increase in loan submissions during tenure.

Recognized as a top performer within the team for consistently exceeding loan submission targets.

EDUCATION

High school Diploma- El Rancho High School- Pico Rivera Ca

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