Loan Assistant, Customer Service, Client Care, Coordinator

Lori A. Chapman

***** ***** *** *** ****** • Clermont, FL 34711

Cell: 352-***-**** • Email: *********@***.**.*** SUMMARY OF QUALIFICATIONS

• Excels in fast-paced, detail-oriented, analytical & quality-driven business process

• Excellent in multi-tasking, analysis, math, & client/customer service

• Specialize in confidentiality, negotiating, verbal & written communication EXPERIENCE

Super Claims Adjusting, Hybrid: Clermont, FL & Virtual May 2023 – present Part-time Customer Care Coordinator

• Manage leads, clients, and B2B contact with proficiency and professionalism

• Weekly communication with clients, adjusters, attorneys, insurance companies on status of claim

• Create new client claim files

• Attain and forward pertinent information for claims Full-Time In-home Caregiver Nov. 2022 – May 2025

• Compassionate and loving care of atrophied mother with late-stage Alzheimer's

• Provided emotional support, companionship, dressing, grooming personal hygiene, medication management, meal preparation, and feeding.

• Coordinated and collaborated with interdisciplinary care teams. Christensen Financial Inc., Hybrid: Clermont, FL & Virtual May 2013 – Aug. 2022 Certified Mortgage Planners, Clermont, FL

Loan Officer Assistant - Client Care Manager

• Prepared mortgage loans received from loan officer for presentation to the processing department

• Assisted borrowers throughout the loan process to obtain acceptable documentation

• Analyzed credit, income, liabilities & proper documentation to support lender requirements

• Ran AUS, DU - Desktop Underwriter for pre-qualification & to produce loan eligibility findings

• Communicated with borrowers, realtors, clients, B2B with up-to-date information/status

• Created Excel spreadsheets for production & organizational management Digital Risk, Maitland, FL Nov. 2010 – May 2013

Verification Analyst II

• Processed, researched & documented closed mortgage loan files in a high production

• Analyzed & calculated borrower’s wages, assets & liabilities.

• Received Top Performer Awards for 2nd, 3rd, & 4th Quarters 2011 &for 1st &2nd 2012

• Accomplished consistent high-quality ratings of 99-100%

• Awarded induction into Achievers’ Club for March 2012 Global Investments & Management, Clermont, FL (closed) Nov. 2009 – Oct. 2010 Office Manager & Loan Modification Specialist

• Managed 7 employees including mortgage broker, Realtor, receptionist, salespersons & 15 timeshare subcontractors. Plus ran accounts receivables/payables & human resources departments

• Ensured excellent client/customer service and problem solving

• Oversaw Prepared client/broker weekly spreadsheets & produced flyers, brochures, & website

• Managed loan modification department and negotiated aggressively with financial institutions for modification approval

Elaine Peebles Mortgage Team of Wells Fargo, Clermont, FL (closed) May 2009 – Oct. 2009 Mortgage Loan Production Assistant

• Prepared & organized owner for retirement

• Assisted mortgage loan consultant for loan documentation & analysis

• Obtained pertinent information from borrowers, Realtors, etc.

• Reviewed mortgage loan files for completion to Wells Fargo processors & underwriters Walt Disney World, Lake Buena Vista, FL May 2008 – May 2009 Research Specialist I

• Intercepted & cheerfully interviewed guests on Workbook tablet for daily statistical data

• Completed daily reporting of guest reviews

JDC Mortgage / Countrywide, Clermont, FL (closed) Feb.2007 – Feb.2008 Mortgage Loan Consultant

• Managed local branch office as Florida representative for JDC Mortgage

• Worked directly with customers, clients, borrowers, vendors, Realtors, &builders

• Pre-Qualified Buyers for different loan programs and Followed FNMA guidelines for loan approval

• Evaluated prospects’ credit reports, income & financials

• Completed weekly reports & utilized mortgage software including Desktop Underwriter American Greeting Corporation, Clermont, FL Mar. 2001 – Feb. 2007 Part-Time Merchandiser Lead

• Managed rented American Greetings department in Clermont Wal-Mart & K-mart

• Supervised department employees & company liaison with store staff & management

• Coordinated sales, inventory control, sales reviews, computer & company operational issues

• Completed revisions with planograms, counted inventory & used electronic scanner

• Ensured customer satisfaction by assisting & replenishing stock per consumer demand Lake County Schools, Tavares, FL Aug. 1999 – May 2001 Substitute Part-time Substitute Teacher

• Taught and cared for children K-5 using teacher’s planned assignments.

• Officially Bonded with Lake County Schools

Jewett Orthopedic Clinic, Winter Park, FL May 1996 – May 1999 Part-time Patient Coordinator / Operator

• Discerned patient medical and prescription issues to their and policy satisfaction

• Communicated confidentially with doctors, hospitals, nurses, and press

• Utilized computer program Medical Manager

EDUCATION

Lake-Sumter State College, Leesburg/Clermont, FL

AAS Business Administration - Phi Theta Kappa Honor Society with 3.8 GPA

• Completed classes in office management, HIPAA & business law, business communications & ethics, customer relations in business & industry, financial &management accounting, Excel, software applications, e-business, psychology, business ethics & etiquette, health information management,

&additional business courses

COMPUTER SKILLS

MS Word, Outlook, Excel, PowerPoint, Google Docs, DocuSign, Adobe Acrobat Pro, ADP, PDF Suite, DU - Desktop Underwriter, AUS, Thryv Marketing, Claim Wizard, & various business software applications CERTIFICATION

Florida Realtor Salesperson license: SL0509905

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