Loan Underwriter Membership Assistant

Taya Dahl

Consumer Lending Underwriting Specialist Financial Planner

650-***-**** **********@*****.*** https://www.linkedin.com/in/tayadahl/ PROFILE

Highly accomplished professional with 25+ years of experience in the Banking/Finance and Automobile Lending Industry. Real Estate Lending experience. Excellent oral and communication skills. Strong organizational skills. Highly experienced with numerous software programs: Microsoft (Word, PowerPoint, Outlook, and Excel), Summit-Account Services, Lender, Fiserv, CUDL, Meridian Link, Loans PQ, JIRA, Zendesk, Nova Credit, Slack, Nexus, Samba, AID, MVR.

CAREER HISTORY

Underwriting Manager

Autonomy, Santa Monica, CA 2022- 2022

Review applications, credit histories, and financial picture of each applicant to ensure the information's accuracy and make sound subscription decisions. Assist and collaborate with creating underwriting policies & procedures. Support the Customer Service Department with questions on client qualification status, the reason for declines, and approvals. Assisted the Vice President of Finance with reporting to the Investors. Collaborate with Equifax to create and design effective programs for Autonomy when reviewing clients' credit profiles. Assistant Financial Planner

Lincoln Financial Group, San Francisco, CA 2021 - 2022 Processed all new investment accounts for clients (Brokerage, Trust, Life Insurance & Retirement Accounts). Handle all inquiries on investments and securities. Support department manager on various projects. Provided customer service to our clients. Support managers with preparing financial data for reporting.

Consumer Loan Underwriter

Earnest, San Francisco, CA 2015 - 2020

Review applications, credit histories, and financial picture of each applicant to ensure the information's accuracy and make sound loan decisions. Assist and collaborate with various projects. Support the Client Service Department with questions regarding applications. Assist with department policies and procedures. Train incoming underwriters. Collaborate with the Real Estate Department on underwriting mortgage loans.

Operations Associate

Foothill Investments & Securities, San Mateo, CA 2013 – 2015 Processed all new investment accounts for clients. (Brokerage & Retirement Accounts). Trained new associates. Handle all inquiries on investments and securities that Foothill offered. Assisted department manager on projects. Support Foothill Advisors and provide service to clients. Consumer Loan Underwriter

San Francisco Federal Credit Union, San Francisco, CA 2011 – 2013 Review applications, credit histories, and financial picture of each applicant to ensure the information's accuracy and make sound lending decisions. Underwrite loans from the indirect program and online origination system. Support and assist branches and other departments with lending issues and concerns. Consistently deliver an exceptional member experience. Assist manager with credit card and line of credit reviews. Indirect Lending Supervisor

San Mateo Credit Union, Redwood City, CA 2004 - 2010 Responsible for starting up and developing the Indirect Lending Dept for SMCU; date of inception was July 2004. Analyze credit granting decisions for the risk involved in the company portfolio. Oversee document preparation of vehicle contracts; evaluate credit reports and debt ratios for underwriting. Created department policy and procedures manual. Over exceeded monthly funding goals by 150%. Responsible for business development with local Dealerships. Branch Manager

American General Financial Services, SSF, CA 2002 - 2004 Responsible for a 22 Million Dollar Branch. Successfully handled all aspects of Consumer, Retail

& Real Estate Lending. Trained new employees on policies, procedures, and Cross-Selling skills. Responsible for controlling and supervising all delinquent, repossessed, foreclosed, and bankrupt accounts. Managed and provided day-to-day operational support to a staff of 5. Accountable for conducting sale presentations of our Retail Program to Retail Store owners. Belong to the "Top One Hundred Club" for purchasing over 150 retail contracts per month. Reached Real Estate goals each month for putting on over 1 million dollars. Office Manager Bookkeeper

ComputerHelpFast.com, San Francisco, CA 2000- 2001 Provide daily support to office & operations. Manage a 12-person team of computer technicians. Process bi-weekly payroll, budget analysis, A/R, and A/P. Successfully recovered 90% of outstanding invoices. Prepare quarterly financials for the CEO. Manage technical staff with dispatching & coordinating job tags. Provide customer service to clients. Provide HR support (Health Benefits, Disability Ins, onboarding/offboarding).

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