Data Entry Loan Officer

ONTARIO, US • *******@******.** • 909-***-****

JAMES GUTIERREZ

PROFESSIONAL SUMMARY

Detail-oriented and client-focused professional with over a decade of experience in financial services and office management. Currently seeking a part-time remote position that leverages my operational, administrative, and customer service strengths while continuing my primary role as an independent loan officer. Adept at multitasking, managing teams, and ensuring exceptional service delivery.

EMPLOYMENT HISTORY

LOAN OFFICER Apr 2021 - Present

StreamHomeLoan.com Los Angeles, CA

OFFICE MANAGER Aug 2010 - Jan 2022

Smile Select Dental West Covina, CA

• Oversaw day-to-day operations of a multi-provider dental practice.

• Managed scheduling, staff supervision, and performance reviews.

• Consulted with patients on treatment plans and financial options.

• Handled insurance claims, billing, and patient data entry.

• Fostered a positive patient experience through empathetic service and communication.

• Ensured HIPAA compliance and smooth coordination among doctors, hygienists, and assistants.

• Implemented systems for operational efficiency and staff accountability. EDUCATION

MBA, PROJECT MANAGEMENT Jun 2010

DeVry University

SKILLS

Loan Processing, Client Consultation, Office Coordination, CRM, Encompass, Microsoft Office, Google Workspace, Data Entry, Insurance, Billing, Team Leadership, Customer Service, Project Management, Time Management. Guide clients through loan process, ensuring compliance and timely approvals. Analyze financials to match clients with suitable loan products. Coordinate with teams to meet funding deadlines, enhancing efficiency. Maintain precise records and provide up-to-date market advice. Deliver exceptional customer service, ensuring clarity and responsiveness. Streamlined the loan processing workflow, enhancing efficiency and significantly reducing turnaround times for client approvals.

Worked closely with underwriters and processors to ensure timely funding, fostering strong relationships that enhanced team synergy.

Maintained comprehensive loan documentation and compliance records, ensuring adherence to regulatory standards and reducing audit risks.

Provided personalized guidance to clients throughout the loan journey, cultivating trust and ensuring a positive experience in a complex process.

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