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Legal Assistant Loan Officer

Location:
Florida
Posted:
August 30, 2021

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Resume:

Patricia Boss

SecurityOfficerpart time * yrs. With G4S Secure Solutions 4/2019 to current. Previous

employment enior Paralegal, Legal Assistant and Case Management to include department office excellent trial experience in civil, criminal and personal injury and Family Law. US Federal Government and Private Sector. Ten years plus Retail Mortgage Loan Officer and Commercial Investment AVP. Wealth Management and Risk Management top producer in utilizing organizational, communicative and team leadership skills, enforcement, superior customer service in any task force environment. I emphasize special training needs and professional development with team Managers and development of levels of critical highly sensitive security meeting complete Legal and Banking compliance regulations. I directed and approved highest levels of evaluations and Risk Management data. Yearly attendance upon numerous continuing education seminars in reference to mandatory compliance reviews. Exceptional awards during tenure with the United States Department of Justice, Senior Legal Assistant and Senior Paralegal for the United States Attorneys Office for the Northern District of Chicago, Illinois. I also held a challenging 11years with the USDA General Counsel within the Litigation and Bankruptcy Sections. For three years I held a position as a United States Border Patrol Customs Agent, Chicago, Illinois at Midway and O'Hare Airports. My remainder years I worked for the Federal Deposit Insurance Corporation as a Regional Case Manager for the Chicago Regional Office in Litigation and Bankruptcy Departments. When I retired with thirty (30) years with the United States Federal Government Service I began Banking and Finance as a Retail Mortgage Loan Officer, Commercial Loan Officer and recently Mortgage Broker. 1988 Masters in Finance, DePaul University and studied Law at John Marshall Law School, Chicago, Illinois.

Orlando, FL

adogbi@r.postjobfree.com

407-***-****

Exceptional Legal, Banking, Finance and Accounting experience 30 years+. Rewards and references furnished upon request. Salary negotiable. Full time. Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Upscale Security Officer

Secure Solutions - Jupiter, FL

April 2019 to Present

Patricia E. Boss

Senior Retail Mortgage Banker

Significant Customer Service. Top Producer.

407-***-****

Summary

Many years of Banking experience, residential and commercial loan officer; Underwriter and Processor of related documents pertinent to closing Retail and Commercial Loans to include FHA, V A, Jumbo, Conventional, Rural, and Bond Program. Specific experience in compliance banking procedures, residential and commercial loan documentation, to include business investments, constructions loans, purchases, refinance, 30 and 15 year conventional, ARMS, HARP, VA, sub-prime, etc.

Previous Work Experience

Fifth Third Bank Mortgage Loan Originator

200 E. Robinson Street December 2012 to February 2014 Orlando, FL 32801 40+ Hours Weekly

PNC Bank Mortgage Loan Officer

3109 Lamberton Boulevard August 2011 to December 2012 Orlando, FL 32825 40+ Hours Weekly

Residential Account Pipeline

• Managed residential loan pipeline 2-5K per month

• Collected and analyzed residential loan data.

• Compiled DU and LP finding reports.

• Gathered sensitive-critical data to close and fund loans within 15 to 45 days;

• Developed pipeline reports and project planning for regional marketing manager. International Funding Solutions Residential Loan Officer 1768 Park Center Boulevard November 2009 to August 2011 Orlando, FL 32836 40+ Hours Weekly

• Project Analysis and Coordination of Residential Loans;

• Analyzed and submitted residential loan applications and program accomplishments of the International Funding Programs;

• Assisted with drafting the evaluation briefings of loans;

• Co-presented recommendations for loan pipeline to market manager. Data Management

• Developed an office tracking system for managing an increased number of residential loans;

• Tracked new system to improve workflow, file management and communication methods;

• Collected and maintained several loan financial programs, evaluation and outcome data for the financial structure;

• Analyzed data quarterly and briefed organization leadership marketing managers within my department.

Professional References upon request.

Harbor Federal /National City Bank Residential Loan Officer 8708 Lee Vista Boulevard November 2007 to November 2009 Orlando, FL 32822 40+ Hours/Week

. Managed pipeline reports on residential loans to forward to Underwriters and Processors;

. Submitted residential loans 75k to 8kI worked on 40% purchase volume, conventional, VA, subprime, bond and refinance borrowers mortgages, Jumbo, Doctor and program special loans for policeman, firefighters, nurses, teachers, and military families.

. Collected and analyzed residential loan data and provided clear recommendations to Underwriting and Processors;

. Reviewed reports of DU and LP findings;

. Developed technical time managements and project planning. Peoples First Bank Residential Loan Officer

Route 436 October 2003 to November 2007

Casselberry, FL 40+ Hours/Week

• Collected and maintained residential loan files from borrowers;

• Analyzed monthly data and briefed organization leadership of the monthly loan closings for pipeline reports.

SouthTrust Bank/Wachovia Residential and Commercial Loan Officer One Orange Avenue November 1995 to October 2003

Orlando, FL 32801 40+ Hours/Week

• Emphasized special training needs for residential and commercial loan officers;

• Trained professional development and continuing education for residential and commercial loan officers;

• Directed highest levels of residential and commercial loan evaluations to forward to Underwriters and Processors.

United States Federal Government Chicago, Illinois 30 Years Federal Service July, 1974 to December, 2004 Federal Deposit Insurance Corporation Paralegal/Regional Case Manager U.S. Department of Justice – Criminal Div Paralegal for 3 Asst. U.S Attorneys Drug Task Force United States Department of Agriculture Legal Assistant United States Customs Service U.S. Customs Agent Border Patrol Education

Master's in Finance

DePaul - Chicago, IL

October 1980 to October 1988

Attorney in Civil and Criminal Law

John Marshall Law School - Chicago, IL

1978 to 1982

Political Science BA in Political Science

DePaul University - Chicago, IL

1974 to 1978

Skills

• Paralegal/Legal assistant (10+ years)

• Microsoft office, Power Point, Lexus Nexus (10+ years)

• Loan Origination

• Loan Officer Experience

• Underwriting

• Legal Research

• Banking

• Case Management

• Risk Management

• Legal Drafting

• Credit Analysis

• Fair Housing Regulations (10+ years)

• Office Management (10+ years)

• Management

• Financial Services (10+ years)

• Business Development (10+ years)

• Negotiation (10+ years)

• Microsoft Outlook (10+ years)

• Data Analysis (10+ years)

• Account Management (10+ years)

• Financial Analysis (10+ years)

• Project Planning (10+ years)

• Tableau (10+ years)

• Pricing (10+ years)

• Event Planning (10+ years)

• Analytics (10+ years)

• Quality Assurance

• Financial Report Writing

• Financial Modeling

• Accounting

• Forecasting

• English

• Security

• Process Improvement

• Data Warehouse

• Business Analysis

• Account Reconciliation

• Visual Basic

Military Service

Branch: Dept of Justice, US Customs Service, FDIC, USDA Service Country: United States

Rank: G's 9 step 5

June 1974 to December 2004

US Attorney's office Dept of Justice Northern District of Illinois 10 years Drug Task Force criminal division

Commendations:

Federal and Civilian Rewards can be presented upon request Awards

Many awards government and banking furnished upon request. Certifications and Licenses

Honorary Volunteer State of Florida Animal Shelters Animal Shelter Volunteer and Volunteer with Assisted Living For the Elderly, Orlando, FL Upscale Security officer

April 2019 to January 2021

• G4s Secure Solutions Upscale Security officer

First Aid Certification

Assessments

Security guard skills — Proficient

September 2020

Assessing risks, enforcing security standards, and handling complaints. Full results: Proficient

Work style: Reliability — Highly Proficient

September 2020

Tendency to be dependable and come to work

Full results: Highly Proficient

Principles of accounting — Completed

November 2020

Preparing financial records according to federal policies Full results: Completed

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Groups

Member Public Safety counsel Orlando, FL

December 2014 to December 2020

Attend public safety meetings Orlando, FL

Realtors Association of Orlando, Fl

Realtor license

Dept of Commerce Orlando FL

February 2012 to Present

Orlando, FL

Volunteer for Security at Concerts and Lake Eola Orlando FL events September 2014 to Present

Orlando, FL ORMC,

Florida Hospital.

Additional Information

Banking/Finance, AVP Banking Area Manager or Lawfirm position preferred. Possibly States Attorney's or US Attorney's or US Marshal or US Customs Service offices in the NE or Central Florida area locations



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