Executive Assistant Loan

Judy L. Culberson

408-***-**** *********.******@*****.***

San Jose, CA 95120 http://www.linkedin.com/in/JudyCulberson

Administrative Assistant with the know-how and experience to get the job done. Self-starter who is flexible and thrives in a changing fast-paced environment. Focusing on communication excellence and organization is key to my success in all working relationships and team effectiveness.

Organizational Skills Processes Improvement Maintain Confidentiality

Effective Communicator Customer Service Excellence Avid Learner

Travel Planning Event Planning Calendaring

PROFESSIONAL EXPERIENCE

US Bank Home Mortgage San Jose, CA

Mortgage Loan Officer Assistant 2015-2017

Assisted loan officer in pipeline management, ensured appropriate product/program fit and maintained customer relationships from the initiation to close of loans for efficient, accurate and timely loan funding’s.

Built relationships and established credibility with industry partners to increase loan volume from one million to over five million dollars a month, which resulted in the loan officer being initiated into the Presidents Club.

Demonstrated effective pipeline management skills by evaluating applications thoroughly, setting reasonable expectations, and making sure all processing milestones were met and gates cleared, which contributed to positive customer experiences and increased loan funding’s.

Developed and implemented processes which increased loan production and helped to ensure loans were kept in compliance, which eliminated the potential for company exposure to large penalties and fines.

Analyzed customers financial data, credit, title and appraisal reports to determine loan qualifications.

Guided clients in determining the best mortgage programs/products to meet their needs.

Washington Mutual Campbell, CA

Senior Loan Processor 2000-2004

Managed a loan pipeline in excess of one hundred loans and was the “top” loan processor (out of 8) for the San Jose East team.

Opened escrows, requested employment verifications, ordered appraisals and credit reports.

Analyzed customers financial data, credit, title and appraisal reports to determine loan qualifications.

Guided clients in determining the best mortgage programs/products to meet their needs.

Packaged and submitted loan files to Underwriting for final approval.

Prepared and submitted files for documents to be drawn and loans to be funded.

EDUCATION TRAINING

USCC Extension Santa Clara, CA

Administrative and Executive Assistant Certificate 2017-2019 Certificate completed May 2019

San Jose City College San Jose, CA

Business, Real Estate 1989-1990 California Real Estate License

COMPUTER SKILLS

Microsoft Excel, Word, PowerPoint, Project and Outlook

Google Sheets, Docs, Slides, and Calendar

COMMUNITY SERVICE

Holy Spirit Church San Jose, CA 2013-2019

Sacred Heart Community Services San Jose, CA 2013-2019

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