Personal Assistant Loan Processor
Resume:
Cynthia Nolan
Loan Processor/Branch Office Manager
Olive Branch, MS 38654
**********@*****.***
Loan Processor/Branch Office Manager
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Tax Service Representative
Cn tax service - Olive Branch, MS
January 2019 to Present
• Provided assistance to clients
• Answered phone and assisted customers with changes
• Assisted customers in person
• Created customer appointments
• Explained products and benefits
• Confirmed payments, refunds, etc.
• Resolved payment and order disputes
Bgf staffing/Loan Processor
DONOVAN & WATKINS - Houston, TX
May 2021 to August 2021
This was a job I had that was contracted for four months starting in May through the last day of August 2021. I was hired as a loan processor where the government has a E. R. A. P. program for the state of New York dispursing allocated funds for individuals that was impacted by covid. When an individual went online and applied for the funds for past due rent and utilities the applications were sent to me for approval. I had to make sure all applications were filled out correctly with all household members and documentation was uploaded for proof of covid impact and rental arrears. Assistant Manager/Loan Officer
1st Franklin Financial Corporation - Toccoa, GA
April 2004 to August 2019
1. JOB SUMMARY
Under the direction of the Branch and/or Production manger, performs office or nonmanual work directly related to the management or general business operations of lending and its customers and markets and promotes lending products and services to its client base of sales and consumer loans to potential and past clients.
ESSENTIAL FUNCTIONS
. Originates loans and sales contracts to meet company production standards of unit loans booking goals per month on an ongoing basis by taking complete and accurate loan applications using company policy procedures to establish and maintain relationships with potential and existing customers as required.
. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing.
Collects and analyzes information regarding customers income, assets, investments or debts.
• Evaluates PrimeLending’s and other loan products and services and determines which financial products best meet the customer’s need and financial circumstances.
• Advises the customer regarding the advantages and disadvantages of different loan products.
• Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.
• Oversees the loan process by monitoring loan status and ensures conformity with terms.
• Communicates loan status to all interested parties, and obtains loan documentation after closing.
• Negotiates terms and conditions of loans with customers.
• Stays abreast of trends and developments in the local financial institutions and competitive environment, as well as, changes in rules and regulations pertaining to finance and loan products.
• Maintains a professional image and adheres to standards consistent with company policies and procedures.
• May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s).
• Other duties as assigned.
• Legal and legal drafting experience.
ACCOMPLISHMENTS
Property and Casualty License
Motor club License
Notary License
Life and disability license
Loan Officer
Tico Credit - Oxford, MS
March 2000 to April 2004
ESSENTIAL FUNCTIONS
Interacted and assisted manager with customers on behalf of an organization. Provided information about products and services, take orders, respond to customer complaints, and process and prepare tax returns. Assist customers with payment transactions. Collections of all past due accounts and legal and garnishment cases from 30 days past due to chargeoffs. Processed all insurance claims for office. Processed and paid all vendors set up through a.p. Approved or turndown all loan applications for office through credit approval and budgeting assets and debts. Processed all ucc and titles for property and auto loans.
• Assisted customers with a warm and professional attitude
• Assisted customers with questions
• Interacted with customers over the phone and in person
• Kept records of customer complaints
• Handled emails, inbound calls, and outbound calls
• Booked appointments
• Managed customer accounts
• Wrote call center scripts
• Assisted with technical support duties
• Performed data entry for customer information and orders
• Handled billing issues and order inquiries
• Operated the cash drawer
• Took inventory
Asst. Store Manager
Cash Tyme - Batesville, MS
March 1999 to March 2000
Took applications for cash advance until there next payday.
• Verified bank statements, check stubs and employment.
• Handled all collection accounts for legal process that were behind on payments.
• Solicitation for new accounts.
• Ran cash drawer.
• Handled all excel office daily and monthly reports
• Kept, verified and turned in time sheets for payroll.
• Wrote call scripts on each customer.
Education
High school in General Studies
South Panola High School - Batesville, MS
August 1986 to May 1998
High school or equivalent
Skills
• Sales (10+ years)
• Data Entry (10+ years)
• Marketing (10+ years)
• Business Development (10+ years)
• Outlook (10+ years)
• Salesforce (10+ years)
• Quickbooks (5 years)
• Microsoft Office (10+ years)
• Loan Officer Experience
• Loan Origination (10+ years)
• Underwriting (10+ years)
• Insurance Sales (10+ years)
• Credit Analysis (10+ years)
• Microsoft Excel (10+ years)
• Microsoft Word (10+ years)
• Customer service (10+ years)
• Typing (10+ years)
• Administrative experience (10+ years)
• Microsoft Powerpoint (10+ years)
• Account Management
• Negotiation
• Sales Management
• Cold Calling
• Time management
• Tax Experience
• Accounts Payable
• Accounts Receivable
• Research
• General Ledger Accounting
• Banking
• Financial Analysis
• Dealership experience
• Title processing
• Data collection
• Front desk
• Leadership
• Documentation review
• Legal Research
• Cashiering
• Filing
• Office Management
• Account Reconciliation
• Bank reconciliation (10+ years)
• Posting journal entries (10+ years)
• UCC Law
• ACH
• Loan processing
• Bookkeeping
• Pricing
• Personal assistant experience
Languages
• American Sign Language - Fluent
Awards
Office of the month
May 2004
Office of the month from various years for outstanding gain and controlling chargeoff accounts and recovery.
Certifications and Licenses
Ah&disability, property&causality, lpd for auto loans, license tax preparer April 2002 to Present
Insurance claims and also underwriting for loan benefits Assessments
Conscientiousness — Expert
September 2019
Measures a candidate's tendency to be rule-abiding, well-organized, hard-working, confident, and think before acting.
Full results: Expert
Reliability — Expert
January 2019
Measures a candidate's tendency to be dependable and come to work. Full results: Expert
Work style: Reliability — Highly Proficient
May 2021
Tendency to be reliable, dependable, and act with integrity at work Full results: Highly Proficient
Work style: Conscientiousness — Highly Proficient
May 2021
Tendency to be well-organized, rule-abiding, and hard-working Full results: Highly Proficient
Remote fit — Highly Proficient
May 2021
Measures the traits that are important for successful remote workers Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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