Legal Assistant Loan Officer
Resume:
Patricia Boss
SecurityOfficerpart time * yrs. With G4S Secure Solutions 4/2019 to current. Previous
employment enior Paralegal, Legal Assistant and Case Management to include department office excellent trial experience in civil, criminal and personal injury and Family Law. US Federal Government and Private Sector. Ten years plus Retail Mortgage Loan Officer and Commercial Investment AVP. Wealth Management and Risk Management top producer in utilizing organizational, communicative and team leadership skills, enforcement, superior customer service in any task force environment. I emphasize special training needs and professional development with team Managers and development of levels of critical highly sensitive security meeting complete Legal and Banking compliance regulations. I directed and approved highest levels of evaluations and Risk Management data. Yearly attendance upon numerous continuing education seminars in reference to mandatory compliance reviews. Exceptional awards during tenure with the United States Department of Justice, Senior Legal Assistant and Senior Paralegal for the United States Attorneys Office for the Northern District of Chicago, Illinois. I also held a challenging 11years with the USDA General Counsel within the Litigation and Bankruptcy Sections. For three years I held a position as a United States Border Patrol Customs Agent, Chicago, Illinois at Midway and O'Hare Airports. My remainder years I worked for the Federal Deposit Insurance Corporation as a Regional Case Manager for the Chicago Regional Office in Litigation and Bankruptcy Departments. When I retired with thirty (30) years with the United States Federal Government Service I began Banking and Finance as a Retail Mortgage Loan Officer, Commercial Loan Officer and recently Mortgage Broker. 1988 Masters in Finance, DePaul University and studied Law at John Marshall Law School, Chicago, Illinois.
DeLand, FL 32720
*****************@***********.***
Exceptional Legal, Banking, Finance and Accounting experience 30 years+. Rewards and references furnished upon request. Salary negotiable. Full time. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Upscale Security Officer
Secure Solutions - Jupiter, FL
April 2019 to Present
Patricia E. Boss
Senior Retail Mortgage Banker
Significant Customer Service. Top Producer.
Summary
Many years of Banking experience, residential and commercial loan officer; Underwriter and Processor of related documents pertinent to closing Retail and Commercial Loans to include FHA, V A, Jumbo, Conventional, Rural, and Bond Program. Specific experience in compliance banking procedures, residential and commercial loan documentation, to include business investments, constructions loans, purchases, refinance, 30 and 15 year conventional, ARMS, HARP, VA, sub-prime, etc.
Previous Work Experience
Fifth Third Bank Mortgage Loan Originator
200 E. Robinson Street December 2012 to February 2014 Orlando, FL 32801 40+ Hours Weekly
PNC Bank Mortgage Loan Officer
3109 Lamberton Boulevard August 2011 to December 2012 Orlando, FL 32825 40+ Hours Weekly
Residential Account Pipeline
• Managed residential loan pipeline 2-5K per month
• Collected and analyzed residential loan data.
• Compiled DU and LP finding reports.
• Gathered sensitive-critical data to close and fund loans within 15 to 45 days;
• Developed pipeline reports and project planning for regional marketing manager. International Funding Solutions Residential Loan Officer 1768 Park Center Boulevard November 2009 to August 2011 Orlando, FL 32836 40+ Hours Weekly
• Project Analysis and Coordination of Residential Loans;
• Analyzed and submitted residential loan applications and program accomplishments of the International Funding Programs;
• Assisted with drafting the evaluation briefings of loans;
• Co-presented recommendations for loan pipeline to market manager. Data Management
• Developed an office tracking system for managing an increased number of residential loans;
• Tracked new system to improve workflow, file management and communication methods;
• Collected and maintained several loan financial programs, evaluation and outcome data for the financial structure;
• Analyzed data quarterly and briefed organization leadership marketing managers within my department.
Professional References upon request.
Harbor Federal /National City Bank Residential Loan Officer 8708 Lee Vista Boulevard November 2007 to November 2009 Orlando, FL 32822 40+ Hours/Week
. Managed pipeline reports on residential loans to forward to Underwriters and Processors;
. Submitted residential loans 75k to 8kI worked on 40% purchase volume, conventional, VA, subprime, bond and refinance borrowers mortgages, Jumbo, Doctor and program special loans for policeman, firefighters, nurses, teachers, and military families.
. Collected and analyzed residential loan data and provided clear recommendations to Underwriting and Processors;
. Reviewed reports of DU and LP findings;
. Developed technical time managements and project planning. Peoples First Bank Residential Loan Officer
Route 436 October 2003 to November 2007
Casselberry, FL 40+ Hours/Week
• Collected and maintained residential loan files from borrowers;
• Analyzed monthly data and briefed organization leadership of the monthly loan closings for pipeline reports.
SouthTrust Bank/Wachovia Residential and Commercial Loan Officer One Orange Avenue November 1995 to October 2003
Orlando, FL 32801 40+ Hours/Week
• Emphasized special training needs for residential and commercial loan officers;
• Trained professional development and continuing education for residential and commercial loan officers;
• Directed highest levels of residential and commercial loan evaluations to forward to Underwriters and Processors.
United States Federal Government Chicago, Illinois 30 Years Federal Service July, 1974 to December, 2004 Federal Deposit Insurance Corporation Paralegal/Regional Case Manager U.S. Department of Justice – Criminal Div Paralegal for 3 Asst. U.S Attorneys Drug Task Force United States Department of Agriculture Legal Assistant United States Customs Service U.S. Customs Agent Border Patrol Education
Master's in Finance
DePaul - Chicago, IL
October 1980 to October 1988
Attorney in Civil and Criminal Law
John Marshall Law School - Chicago, IL
1978 to 1982
Political Science BA in Political Science
DePaul University - Chicago, IL
1974 to 1978
Skills
• Paralegal/Legal assistant (10+ years)
• Microsoft office, Power Point, Lexus Nexus (10+ years)
• Loan Origination
• Loan Officer Experience
• Underwriting
• Legal Research
• Banking
• Case Management
• Risk Management
• Legal Drafting
• Credit Analysis
• Fair Housing Regulations (10+ years)
• Office Management (10+ years)
• Management
• Financial Services (10+ years)
• Business Development (10+ years)
• Negotiation (10+ years)
• Microsoft Outlook (10+ years)
• Data Analysis (10+ years)
• Account Management (10+ years)
• Financial Analysis (10+ years)
• Project Planning (10+ years)
• Tableau (10+ years)
• Pricing (10+ years)
• Event Planning (10+ years)
• Analytics (10+ years)
• Quality Assurance
• Financial Report Writing
• Financial Modeling
• Accounting
• Forecasting
• English
• Security
• Process Improvement
• Data Warehouse
• Business Analysis
• Account Reconciliation
Military Service
Branch: Dept of Justice, US Customs Service, FDIC, USDA Service Country: United States
Rank: G's 9 step 5
June 1974 to December 2004
US Attorney's office Dept of Justice Northern District of Illinois 10 years Drug Task Force criminal division
Commendations:
Federal and Civilian Rewards can be presented upon request Awards
Many awards government and banking furnished upon request. Certifications and Licenses
Honorary Volunteer State of Florida Animal Shelters Animal Shelter Volunteer and Volunteer with Assisted Living For the Elderly, Orlando, FL Upscale Security officer
April 2019 to January 2021
• G4s Secure Solutions Upscale Security officer
•
First Aid Certification
Assessments
Security guard skills — Proficient
September 2020
Assessing risks, enforcing security standards, and handling complaints. Full results: Proficient
Work style: Reliability — Highly Proficient
September 2020
Tendency to be dependable and come to work
Full results: Highly Proficient
Principles of accounting — Completed
November 2020
Preparing financial records according to federal policies Full results: Completed
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Groups
Member Public Safety counsel Orlando, FL
December 2014 to December 2020
Attend public safety meetings Orlando, FL
Realtors Association of Orlando, Fl
Realtor license
Dept of Commerce Orlando FL
February 2012 to Present
Orlando, FL
Volunteer for Security at Concerts and Lake Eola Orlando FL events September 2014 to Present
Orlando, FL ORMC,
Florida Hospital.
Additional Information
Banking/Finance, AVP Banking Area Manager or Lawfirm position preferred. Possibly States Attorney's or US Attorney's or US Marshal or US Customs Service offices in the NE or Central Florida area locations
Contact this candidate