Personal Assistant Executive Administrator
Resume:
Lauren Nguyen
Senior Loan Processor - Senior Loan Processor
Clarksville, TN 37043
*******@*****.***
Seeking a career with a well established company where my skills are implemented and enhanced. Technical Skills/Proficiencies
• Microsoft Word, Excel, Powerpoint, Internet Explorer, Outlook, Adobe, Sales Force, My Land Home, Spring CM
• Multitasking, Quick Learner, Excellent Customer Service
• Ability to complete tasks in a timely manner
• Team player
• Excellent verbal and written communication skills Authorized to work in the US for any employer
Work Experience
Senior Loan Partner - LOA/Processor
My Prime Home Loan
June 2020 to December 2021
• Calculate Income, Debt to Income, Loan to Value, Review Credit, Appraisals and review file submissions for accuracy and completeness.
• Verify all required documents are properly located in the loan files.
• Request and follow up on all outstanding items with borrowers.
• Assists Loan Officer in preparing preliminary loan packages for processing by obtaining missing documentation and other information from customers
• Utilizes information gathered by the Mortgage Loan Originator to prequalify customers
• Responds to customers’ general questions regarding policy and procedures in the absence of the Loan Officer excluding all licensable activity
• Updates customers, real estate agents, and titles companies on the loan’s progress
• Performs other administrative tasks, such as faxing, emailing, making telephone calls, to support the Loan Officer
• Participates in and leads proactive team efforts to achieve departmental and company goals
• Adopts values in personal work behaviors, decision making, contributions, and interpersonal interactions
• Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
• Performs other duties as assigned
• Solid knowledge and understanding of conventional and government (FHA/VA/USDA) loan requirements
• Solid knowledge and understanding of state and federal real estate lending regulations
• Solid knowledge and understanding of customer service and intrapersonal best practices
• Assists loan originators with loan pricing options/support and managing lock expiration dates.
• Order items needed from third parties such as appraisals, title work, VOE’s, Hazard insurance and condo documents
Senior Loan Processor & Transaction Coordinator
AB Capital - Cal Pac Capital - Newport Beach, CA
March 2017 to January 2020
Created document checklists according to the type of modification consideration; responded appropriately to internal or other 3rd party inquiries. Gathered documents for the loan modification process which included credit report updates, appraisals, income tax returns, and asset verifications
Communicated with CRM/UW to request additional documents; analyzed requests to determine appropriate
courses of action and steps required
Ensured strict adherence to operational policies, procedures, and guidelines; established strong working relationships with the management and staff
Submitted completed files to Underwriters and declined un-qualified loans Created investments summaries with Canva & MS Publisher Updated both websites with recently funded loans
Emailed marketing campaign flyers with GetResponse, Vertical Response & Constant Contact Stacked loan file with all appropriate documentation before sending it over to underwriting for review Executive Administrator / Recruiter
Keller Williams - Newport Beach, CA
April 2015 to February 2017
Responsibilities
Assist agents with open houses
Set-up open house appointments
Call buyers and/or sellers (Lead Generation)
Various administrative duties
Send & receive emails
Marketing
Recruit agents for our office
Meet daily and/or exceed daily goals
Assist CEO & Team Leader
Accomplishments
Meeting and/or exceeding daily, weekly & monthly sales goals. Skills Used
Team player, goal oriented, dedicated, hard-working, driven, organized, ability to multitask & prioritize. Merchant Services Account Manager
Lucrazon - Irvine, CA
March 2014 to March 2015
Receiving merchant information
• Updating merchant files
• Preparing merchant for new product/Information of product
• Inquiring what the merchant with billing questions and concerns
• Outbound calls to merchant owners to go over net effective and prep for switching merchant service providers
• Selling merchant Processing software
• Business to Business Sales
• Programming credit card terminals
• Selling merchant processing equipment and services to business owners
• Making daily sales and marketing calls to merchants in order to demonstrate on how I can save them money on their credit card processing costs and banking fees
• Review and analyze current merchant statements
• Educate clients on updated policies in the industry
• Deliver pricing proposal and establishing new merchant relationship through referrals, cold calls and face to face contacts.
Pre-Auction Coordinator
Auction.com - Irvine, CA
January 2013 to March 2014
Locating and then uploading photos into RCP
• Uploading BPO's into RCP
• Researching properties and the writing MLS Comments
• Making intro calls to agents and gathering/verifying information regarding properties
• Researching properties and uploading correct information into RCP
• Open house confirmations in RCP
• Pulling information on properties from Equator
• Online Contract Writing / Gatekeeping for REO Assets
• Online Contract Writing /Gatekeeping for OOA Recapture Assets
• Pulling Purchase Agreements from Docusign and saving to S: drive for audit
• Sending audited Purchase Agreements to proper Closing Company
• Following-up with Winning Bidders to send in necessary documentation in a timely manner
• Receiving inbound calls and assisting Winning Bidders with numerous questions they may have
• Auditing Purchase Agreements for REO assets (electronic and wet sig)
• After auditing Purchase Agreements - making appropriate corrections and resending Purchase Agreement to Buyer and/or Agent. Following up with Buyer to inform him/her of corrections.
• Completing Desk Audits - during auction reviewing Purchase Agreement to make sure everything is accurate before sending to Winning Bidder/Buyer.
• Walking floor to answer any questions and/or assist with escalated calls/issues.
• Entity Desk reviews. Reviewing Entity information during Auction to decide if Entity may be added to Purchase Agreement.
• Create and edit Qual Sheets for Occupied and Vacant Events
• Update Qual Sheets with ALR, Foot Traffic, # of Saves information
• Send out Open House Reminders and follow-up with foot traffic numbers
• Bookmark and Merge Contracts & Special Disclosures
• Upload Contracts, Special Disclosures, Lease Agreements, Lease Addendums to Auction.com
• Create Embed Sheets for Auction Day Calls
• Create Contract Packages for Online Contracts Team for Occupied & Vacant Events
• Order Property Assessments
• Order Signs for Open Houses
• Daily QC for C2C Assets
• Update Asset QC Checklist
• Upload Photos, Property Assessments, Preliminary Title Reports to MLH/ADC Personal Assistant/Transfer Department/Case Manager West Seegmiller Attorneys - Newport Beach, CA
December 2009 to December 2012
Kept and updated the professional schedules of both of the firm's partners.
• Organized and maintained case files
• Handle multiple phone lines to answer client's questions and concerns.
• Construct correspondence on behalf of clients and attorneys to numerous agencies.
• Open and review correspondence from clients, doctors and attorneys.
• Schedule appointments including, but not limited to hearings, doctor appointments, attorney-client meetings, etc.
• Receive monies from clients to forward to appropriate agencies and or companies.
• File mail and files in their respective places.
• Monitor files and calls received by other hearing specialists, supervisors and attorneys.
• Signed up new clients for representation
• Managed files to completion
• Worked with treating providers for clients and requested medical records
• Negotiated settlement of personal injury claims with insurance adjusters
• Prepared demand packages
• Prepared civil lawsuits
• Managed medical records for submission to insurance company
• Send/Receive Mail
• Scan in mail and documents into computer and electronically file into clients case folder
• Contact transfer attorneys regarding cases and fees which are due to firm
• Close out inactive cases that have been settled
• Schedule flights and keep current calendar of head attorney up to date
• Create PowerPoint presentations
• Create correspondence
• Schedule monthly staff meetings
• Manage & track mileage points
• Process expense reports and reconcile credit card statements
• Manage confidential communication
• Coordinate events
Sales Associate / Key Holder / Assistant Manager
O & Co - Newport Beach, CA
June 2006 to October 2008
Greeted customers
• Answered phones
• Send/Receiving packages
• Open/Close store
• Setup new floor/window displays
• Restock sales floor
• Assisting customers with any questions they may have
• Providing excellent customer service
• Daily register transactions
• Helped with scheduling other employee shifts
Account Manager
Placement Pros - Boston, MA
September 2003 to April 2006
Oversaw 150-200 accounts within the Boston area
• Trying to get local businesses to utilize placement agency
• Cold calling new companies
• Meeting with potential and current clients
• Interviewing potential candidates for job positions currently open Receptionist
West Seegmiller Attorneys - Newport Beach, CA
June 2000 to August 2003
Answering phones
• Greeting clients
• Creating spreadsheets
• Sending/Receiving faxes
• Sending/Receiving mail
• Taking dictation
• Creating correspondence
• Taking messages
• Putting together demand packages
Education
Multimedia & Web Design
New England Institute of Art - Brookline, MA
2003 to 2004
Liberal Arts
Orange Coast College - Newport Beach, CA
2002 to 2003
Diploma
Corona Del Mar High School - Newport Beach, CA
1999 to 2002
Skills
• Mortgage Loan
• Data Entry
• Marketing
• Office Management
• Outlook
• Quickbooks
• Scheduling
• Word
• Event Planning
• Excel
• Microsoft Office
• Receptionist
• Organizational Skills
• Filing
• accounting
• Accounts Payable
• Underwriting
• CRM Software
• DocuSign
• Cold Calling
• Constant Contact
• Salesforce
• Account Management
• Proofreading
• Microsoft Publisher
• Multi-line Phone Systems
• Payroll
• Legal
• Fair Housing regulations
• Loan processing
• Analysis skills
• Loan Origination
• Credit Analysis
• Escrow
• Research
• LendingPad
• Floify
• MLO
Assessments
Real Estate — Highly Proficient
July 2019
Measures a candidate's ability to match listings with specifications and identify errors on marketing materials.
Full results: Highly Proficient
Scheduling Skills — Highly Proficient
October 2018
Measures a candidate's ability to cross-reference agendas and itineraries to avoid conflicts when creating schedules.
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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