Customer Service Loan Processing

JENNY SWAFFORD

West Monroe, LA ***** 318-***-**** *************@*******.***

PROFESSIONAL

SUMMARY

Organized and dependable with proven track record of providing financial services to clients while managing complex loan transactions. Experienced with loan processing, documentation, and compliance. Utilizes risk assessment techniques to ensure accuracy and mitigate potential issues. Track record of effective communication and problem-solving in dynamic environments. Offers great time management and task prioritization skills while successfully managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Thrives in fast paced environments. SKILLS

Problem Solving

Flexibility & Adaptability

Vendor & Client relations

Collaboration & Teamwork

Customer Service

Self-Motivated

Loan Processing & Origination

Loan Documentation

Loan Modification

Loan Closing Procedures

Loan Servicing

Loan Operations

WORK HISTORY

LOAN OPERATIONS SPECIALIST 10/2022 to 12/2024

Origin Bank Ruston, LA

Streamlined loan processing by implementing efficient workflow procedures and utilizing industry-specific software.

Reconciled discrepancies in financial data between internal systems and external sources as needed to maintain data integrity throughout the entire operation process.

Facilitated smooth transitions during mergers or acquisitions, integrating new loans into existing systems seamlessly while maintaining high levels of customer service for affected clients.

Evaluated loan requests and documents to verify accuracy and completeness.

Monitored pipelines to track and log status of loans.

Proactively identified solutions for customers experiencing credit issues.

Reduced errors in loan documentation through meticulous attention to detail and thorough review processes.

Enhanced operational efficiency by contributing to the development and implementation of procedural improvements within the loan operations department.

Maintained accurate records of all transactions, keeping detailed logs for audit purposes and regulatory reporting requirements.

Managed a diverse portfolio of loans, ensuring compliance with federal regulations and company policies.

LOAN PROCESSOR 11/2020 to 09/2022

NewRez LLC Monroe, LA

Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants

Prepared documents for underwriting by verifying client income, credit reports and other information

Worked with customers via telephone to answer questions, process transactions and resolve issues

Provided quick turnaround times to maintain fast-past schedule

Maintained long-term relationships with customers to provide best-in-class customer service

Maintained compliance with privacy and security requirements, as well as federal statutes covering CONV, FHA, VA loans

Processed loans within various departments to achieve timely, accurate and fair proceedings

Evaluated approvals against established bank and government lending standards.

QUALITY ASSURANCE 02/2004 to 09/2020

Dean Morris Monroe, LA

Responsible for managing daily operations of the firm to ensure performance goals for production are achieved

Ensure accurate information & updates are provided to all mortgage companies & in a timely manner as required by individual client guidelines

Provide feedback to staff for alternative procedures & processes for resolving issues

Create & review reports from internal systems in order to provide clients with daily & weekly updates

Responsible for reviewing reports and updating and adding appropriate holds to bring firm into compliance with clients

Monitor the work flow of each department to ensure task on individual client websites are completed efficiently within the allowable timelines

Provide clients with chronological timelines, detailed explanation of the foreclosure & bankruptcy, involving delays that may have occurred during the legal proceedings

Assist staff in the research & resolution of complex exceptions & problems

Maintain direct access to multiple lenders internal systems to obtain &

. expedite information needed to process legal proceedings

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