Executive Assistant Branch Manager
Resume:
Plano, TX *****
adhd3j@r.postjobfree.com
Barbara Stewart
Mortgage Loan Processor
Professional Experience
Mortgage Branch Manager, Mortgage Loan Officer, Mortgage Loan Processor. Discrete when handling confidential information. Leverages strong interpersonal communications skills to build coalitions across organizational lines; Collaborates well with wide variety of people. Adapts easily to changes in priorities; seamlessly manages multiple tasks; follow-through skills ensure meticulous attention to details. 12/2/2019 – 5/29/2020 - WFG Lender Services, Temporary Contract Position, Title Curative Specialist
• Reviewed title commitments for irregularities and determined solutions for those irregularities
• Used sound judgement and standard industry practice to eliminate requirements from the title commitment
• Performed title curative activities such as obtaining lien releases, reviewing divorce decrees, reviewing trusts, etc.
• Ordered and followed-up on all necessary clearance documentation
• Provided accurate and timely communication of all updates and details to all parties involved in transaction
• Uploaded and indexed documents in digital imaging system by providing detailed notes in systems of record to maintain a fluid record of events
2014 to 2018 • Executive Assistant to President, Advocare International - Plano, TX
• Managed daily calendar for President demonstrating flexibility and problem-solving abilities to adjust and prioritize schedules based on last-minute changes
• Administered reconciliations of Corporate Credit Cards, expense reports and reimbursements for President and two additional executives through bank programs
• Coordinated catering for weekly Executive Committee meetings and additional executive meetings as needed. Maintained 100% budget compliance
2010 to 2012 • Bank of America – Plano, TX - EHUD Linear Support Team • Process Support Specialist II, Customer Relationship Manager
These roles supported a portfolio of loans in default and imminent default with a focus on loan modifications, document validation, executing short sale/DIL or answering technical foreclosure questions
• Successfully delivered a HUD Settlement population of files and was hand-picked by an Executive Team due to experience and honed skills in data accuracy, speed and efficiency
• Reduced risks of loan foreclosures in the complex Loan Modification process while strictly adhering to policies, procedures, and protocol
• Increased loan underwriting efficiency and approval by ensuring quality control of documents and new loan terms
• Delivered an excellent level of customer service by demonstrating a sense of urgency, dedication, courtesy, accuracy and efficiency
• Reviewed, analyzed, and processed tax returns, asset and occupancy documents, credit reports, and all pertinent information to establish direction of file
2005 to 2009 • Golden Gateway Financial • Reverse Mortgage Specialist
• Financial Freedom Senior Funding Corporation • Reverse Mortgage Specialist The role of a Reverse Mortgage Specialist at both institutions involved continuous education to Senior Citizens on the advantages and intricacies of a Reverse Mortgage.
• Increased new business by introducing, originating and processing reverse mortgages for Senior Citizens over a four year period at 2 institutions
• Evaluated loan application to determine best loan program and investor, locked rates and gathered documentation required for loan approval
• Processed payoffs for old mortgages, established lines of credit and acquired subordination agreements as needed
• Addressed and resolved appraisal and survey issues
• Coordinated efforts with customer, processor, underwriter and escrow agent to clear all conditions for loan approval
• Interfaced with attorneys and escrow agents to ensure all required documents were in place before closing 2003 to 2005 • First National Bank – Wichita Falls, TX • Mortgage Loan Officer
• Increased new loans, customers and bank visibility by creating and leading seminars for builders, realtors and contractors to introduce them to a variety of loan programs including Conventional, FHA, VA, Reverse and Subprime mortgages
• Utilized various automated underwriting programs to pre-qualify customers and determine best loan program, investor and rates
• Processed files and coordinated efforts with customer, underwriter and escrow agent to clear all conditions for loan approval
• Interfaced with attorneys and escrow agents to ensure all documents were in place before closing
• Approved final HUD statements
1998 to 2003 • Allied Home Mortgage Corporation, Wichita Falls, TX • Branch Manager, Mortgage Broker
• Opened first Allied Home Mortgage branch in Wichita Falls area and developed a presence with local real estate agents and builders offering Conventional, FHA, VA, Reverse, Subprime and 203K mortgages
• Established business during 5-year management tenure of branch operations by leading seminars, developing active community relations and establishing relationships with realtors, builders and contractors
• Originated and processed all mortgage loans in years 1 - 2; trained and supervised loan processors and loan officers in years 3 - 5
• Assisted loan officers in: structuring loans, reviewing rate sheets and pricing loans, underwriting guidelines, understanding credit & collateral issues as well as file documentation
• Processed and coordinated efforts with customer, underwriter and escrow agent to clear all conditions for loan approval and expedient closing
Education
• Master of Arts: Texas Woman’s University, Denton Texas
• Bachelor of Science: University of North Texas, Denton Texas • University of Texas, Austin, Texas
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