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Administrative Assistant Loan

Staten Island, NY
September 30, 2020

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Lauren L. Grillo

Ph: 347-***-**** * e-mail:


College of Staten island 2009-2015

Bachelor of Arts in Economics

Minor in Finance and Accounting

School Activities: Accounting Club


The Smarter Merchant 2018-2020

junior underwriter

Data entry.

Resolved any issues that arise during the application process.

Analyzation of monthly bank statements, financials, etc.

Monitored customer transactions and conducted link analysis to reduce fraudulent activity.

Collected and reviewed third party data reports such as Experian, Thomson Reuters CLEAR.

smart business funding 2016-2018

Administrative Assistant

Input Data Entry to organize client information.

Organized and filed application folders.

Prepared client contacts.

Handled incoming calls

Performed any additional duties assigned by management.

wells Fargo 2012- 2014

Loan Processor

Managed pipelines to prepare loans for closing.

Interviewed, accessed and researched loan applicants.

Prepared and collected any documents or signatures that are needed for loan closing.

Verified accuracy of applicant’s credit, financials, and closing loan documents for the transaction.

Kept all applicant records in order and organized.

Responsible for meeting crucial deadlines requested.


Strong communication skills. Both written and verbal.

Persistent researcher with strong attention to detail.

Good organizational skills.

Able to work well with others and delegate assignments if needed.

Able to multitask, work under pressure in a fast-paced environment.

Computer- literate performer with extensive software proficiency covering wide variety of applications such as (Microsoft Word, Excel, PowerPoint, Outlook)


Richard Maratea 917-***-**** Wells Fargo 457 Atlantic Ave Brooklyn, NY 11217

Louis Joseph 718-***-**** Apollo Consulting 99 Wall Street #620 New York, NY 1005

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