Loan Processor Customer Service
Resume:
SUMMARY
SKILLS
EXPERIENCE
JAMIE L
HOLSCHER
*************@*****.***
Moreno Valley, CA. 92555
To obtain a position in the administrative field, that will utilize my skills and provide
opportunities for advancement within the company. Goal-driven Loan Processor highly
effective at coordinating documents and processes between departments, individuals and
government offices. Expert negotiator, problem solver and organizer. Knowledgeable Loan
Processor bringing 2 years of experience in banking and financial positions. Highly skilled in
working well with people of all backgrounds to complete loan packages. Adept at building
loyalty and trust between bank and customer. Experienced administrative professional
offering solid background in loan processing. Coordinates documents, corrects errors and
liaises with external parties to complete paperwork and facilitate smooth closings.
Knowledgeable about loan processing operations, best practices and regulatory
requirements. Hardworking and reliable loan processor with strong ability in focus on funding.
Highly organized, proactive and punctual with team-oriented mentality.
All aspects of running an office, multi-line
switchboard, 10-key, filing, faxing, mail,
•
Bookkeeping, excellent customer service
skills, knowledge of title and sales.
Proficient in
•
Oracle11i, AS400, Tiffworks imaging,
Microsoft excel, and Encompass.
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• Preparing applications
• Generating reports
• Gathering appraisals
• Complying with legal statutes
• Proficient in Encompass
• Processing documents
• Reviewing financial paperwork
• Finalizing contracts
• Verifying information
• Completing interviews
• Mortgage Banking and Analysis
SR LOAN PROCESSOR 11/2020 to 05/2022
New American Funding - Tustin, CA
• Gathering information for the loan application
• Evaluating credit histories for applications
Collecting data from clients such as their assets, salaries, debts and employment
status to fill in information for the loan application
•
• Researching and correcting mistakes in applications for clients
• Reviewing file documentation for missing or erroneous information
• Meeting loan application deadlines
Assisting Loan Officer with requests and tasks needed to complete and process
applications
•
• Middle person between Loan officer and Underwriter
• Works with borrower to gather conditions in a timely manner
LOAN PROCESSOR 07/2019 to 11/2020
Summit Funding - Moreno Valley, CA
Reviewed and verified borrowers' income, credit reports, property appraisals and
supplemental information to prepare documents for underwriting.
•
Communicated with customers in person and via telephone to answer questions,
process transactions and resolve issues.
•
Supported loan officiant and underwriter teams by ensuring timely, judicious and
accurate loan processing.
•
• Maintained fast-paced schedule by consistently providing satisfactory application
approval turnaround times.
• Created and completed loan submission packages.
• Managed conditions sent from underwriting departments.
Maintained complete confidentiality of submitted information according to release
guidelines.
•
Organized loan files, updated databases, prepared general correspondence and
communicated with stakeholders.
•
• Filed completed packages quickly and efficiently.
Discussed loan needs and financial histories with clients and conveyed information
regarding application processes.
•
Evaluated financial statements and contacted institutions and customers to clarify
details.
•
Completed closing process by collaborating with attorneys, title companies and
government clerks.
•
• Checked approvals against established bank and government lending standards.
Obtained repeat business by building strong customer relations and delivering
world-class customer service.
•
HR ASSISTANT & LOAN OPENER 12/2015 to 02/2019
Wholesale Capital Corporation - Moreno Valley, California
• All aspects of loan opening
• Pull certificate of eligibility for VA loans/ FHA case info/CAIVRS
• Appraisal Coordinator
• Funding Coordinator
Edit Timesheets, termination paperwork, reconcile benefit invoices, Assist elderly
clients with daily living routines
•
• Meal prep and menu planning
• Medication distribution and daily documentation
• Transport clients to appointments as needed
• Handled sensitive and confidential employee information with complete discretion.
Guided new hires through orientation and on-boarding and explained
documentation requirements to facilitate HR process.
•
• Processed onboarding paperwork for new hires and rehires.
Processed employee status changes, keeping human resources systems and
employee records up to date.
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• Developed and maintained training materials and benefits packets for new hires.
Conducted job applicant background checks in accordance with policy and
procedures.
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CAREGIVER 01/2009 to 01/2015
Sunny Hills Homecare
• Serving as a companion to clients
• Transporting clients to and from appointments, errands, activities, etc.
• Managing medication
• Interpersonal skills, including exceptional patience and listening skills
The ability to provide care across a variety of settings, including group homes and
day service programs
•
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• Maintained clean and well-organized environment for client happiness and safety.
• Improved patient outlook and daily living through compassionate care.
Observed patients for changes in physical, emotional, mental or behavioral
condition and injuries.
•
Created safe and positive living situations for clients by communicating with family
and other staff about concerns or challenges.
•
• Assisted with meal planning to meet nutritional plans.
• Followed care plan and directions to administer medications.
• Drove clients to shop for groceries, attend doctor appointments and run errands.
Monitored vital signs and medication use, documenting variances and concerning
responses.
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• Laundered clothing and bedding to prevent infection.
EDUCATION AND
TRAINING
ACCOUNTING ASSISTANT 01/2007 to 01/2009
First American Title - Rancho Cucamonga, California
• Large volume vendor maintenance
• Contacted vendors for W9 forms, mail clerk
• Generated reports for accounts payable
• Gathered information for audit purposes
TITLE OFFICER ASSISTANT 01/2005 to 01/2007
First American Title - Riverside, California
• Customer service, phones, filing
• Set up recordings, abstracted documents
• Sent out policies, closing protection letters
• Updated preliminary reports
SWITCHBOARD RECEPTIONIST 01/2003 to 01/2005
First American Title - Riverside, California
• Answered phones, customer service
• Completed daily recordings, data entry
• Assisted with department sales
• Helped in other departments as needed
Riverside Community High School
Diploma
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