Administrative Assistant Mortgage

Diane McCann Mortgage Loan Processor

*****.**********@*****.*** • 731-***-**** Humboldt, TN 38343

Dedicated, passionate, professional offering over 20 years of experience in mortgage loan processing, account management, and client experience for quality organizations delivering impactful results. Skilled at: establishing customer relationships, defining needs, and presenting mortgage products to meet those requests. Proficient at: processing applications, originating loan packages, and preparing closing documents. Excel at: time management, organization, prioritization, and communication between colleagues and clients. A leader consistently rewarded with expanded levels of responsibility due to a track record of performance and success. Areas of Expertise Include:

§ Mortgage Loan Process § Standard & Jumbo Loans § Resource Maximization

§ Application Evaluation § Fixed & Variable Rate Loans § Teamwork & Collaboration

§ Regulatory Compliance

§ Financial Statements & Records

§ Accounts Payable & Receivable

§ MS Office Suite

§ Business Processes

§ Program Development

§ Account Records

§ Administrative Tasks

§ Active Listening

§ Attention to Detail

§ Confidentiality Practices

§ Business Technology

Professional Experience

WOODMENLIFE • Jackson, TN • 2014 - Present

ADMINISTRATIVE ASSISTANT

Deliver exemplary support defining objectives, charting courses of action, and motivating team members to achieve predetermined goals. Answer phones, respond to inquiries, and direct communication to the appropriate party. Additionally, process and track weekly production reports submitted by representatives. Key Accomplishments:

• Handle administrative duties, organize files, create spreadsheets, and scan documents.

• Prepare the monthly expense reports subsequently reviewed by the Regional Sales Manager.

• Credited by management for always offering exceptional customer service. PORTFOLIO RECOVERY ASSOCIATES • Jackson, TN • 2011 - 2013 CUSTOMER SERVICE REPRESENTATIVE

Engaged with customers, reviewed accounts, and presented clients with outstanding payments owed. Accepted and processed payments accurately and efficiently. Additionally, arranged for payment plans to bring delinquent debt current on the books.

Key Accomplishments:

• Negotiated payoff amounts for delinquent debt.

• Escalated accounts to collections after unsuccessful attempts to collect money owned.

• Lauded by management for establishing trust with customers resulting in greater amounts of monetary recovery. FIRST UNION STATE BANK • Union, TN • 2010 - 2011

LOAN PROCESSOR ASSISTANT

Offered high caliber service in support of a loan processor executing financial and administrative tasks. Evaluated financial statements, contacted institutions on behalf of clients, and verified the validity of paperwork. Additionally, checked approvals and maintained bank and government compliance at all times. Key Accomplishments:

• Established positive client relationships, defined lending needs, and presented various options.

• Communicated with clients over the phone, answered questions, and directed communication accordingly.

• Reviewed and managed conditions delivered by the underwriting department for client loans. Diane McCann

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• Generated, reviewed, and submitted loan submission packages for each client.

• Executed the closing process by liaising with customers, attorneys, and title companies.

• Interviewed delinquent clients, ascertained the reason for non-payment, and worked to build affordable solutions to bring outstanding debt current.

E LOANS MORTGAGE COMPANY • Dublin, CA • 2007 - 2008 MORTGAGE LOAN OFFICER

Collaborated with clients, determined the scope of loan needs, and presented various mortgage products tailored for the customer. Educated clients on different types of loans, interest rates, and associated repayment terms. Discussed financial records, collateral, and occupation in an effort to pre-qualify clients for mortgages. Served as a key point of contact for the client from inception through funding of the loan. Key Accomplishments:

• Upheld compliance with privacy, security, and federal statutes covering FHA, VA, and Conventional Loans.

• Demonstrated the ability to process a large volume of loans at any given time.

• Worked with the underwriting department to satisfy all loan conditions.

• Managed the entire life cycle of the mortgage loans process.

• Created and submitted loan submission packages.

• Maintained closing timelines to ensure funding by the originally scheduled date. Additional Professional History: Mortgage Loan Officer & Manager with Community Bank in Jackson, TN from 2000 to 2007.

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