Executive Assistant Office Manager

Ashley Baldwin

+1-512-***-**** *****************@*****.*** AUSTIN, TX 78652

SUMMARY

Highly motivated professional with desire to take on new challenges. Strong worth ethic, adaptability, and exceptional interpersonal skills. Work effectively unsupervised and quickly master new skills. Open to career change that offers personal and professional growth. SKILLS

Strong Verbal and Written Communications

Problem Solving

Detail Oriented

Team Leadership

Time Management

Decision Making

CRM Software/MS Office

Business Sales

Regulatory Compliance Documentation

Financial Arrangement Negotiations

EXPERIENCE

Loan Officer Assistant, First United Bank & Trust, July 2021-December 2022 Austin, TX

Supported #1 ranked mortgage professional in Austin Business Journal with an annual volume of

$350 million+.

Successfully improved processes while managing and completing high volumes of loan documentation allowing for 40% volume increase.

Analyzed loan files and reviewed client income, assets, and credit to verify compliance to specific underwriting criteria and input new loans into designated software.

Initiated marketing contact with new leads and realtors to increase sales by 25%.

Developed and managed flow systems that enhanced tax, insurance, underwriting and other third-party partners communications and compliance to shorten approval cycles thereby increasing sales.

Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.

Drove 75% conversion rate from prequal to loan completion/approval. Loan Production Partner, First Choice Loan Services Inc., November 2012-June 2019 Austin, TX

Marketed and promoted products and services to the firm’s client/partner base of realtors, builders, bank officers and other loan originators within banks operations staff.

Specialized in VA loans.

Ordered and prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.

Liaised between borrowers, realtors, title companies and loan company management to improve company market position.

Generated estimates clients requested, sent pre-approval letters to agents, confirmed receipt of verification of employment documentation.

Reduced turnaround time by completing packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping and no errors.

Prepared and delivered loan documents to title and escrow teams. Loan Processing Manager/Closing Coordinator, Prime Lending Group, June 2011-November 2013 Dallas, TX

Promoted to this position from Loan Processor in January 2013.

Verified client financial information to decide creditworthiness and loan eligibility.

Analyzed applicant financial and credit status, evaluating assets and risk to decide loan feasibility.

Identified valuable solutions for customers with credit problems.

Implemented branch process for documentation requirements, oversaw appraisals and title process. Prior Experience

Office Manager, Executive Search Firm

Executive Assistant to CEO, Wealth Management Company EDUCATION AND TRAINING

Psychology, University of Texas at Austin, Austin TX NMLS #593423

Contact this candidate