Loan Officer Customer Service

Location:

Ashburn, VA

Posted:

September 26, 2025

Contact this candidate

Resume:

Beatriz Rodriguez

Plainfield, IL *****

**********@******.***

+1-361-***-****

Professional Summary

Responsible for managing communications, marketing, creating goodwill and providing administrative support to Managing Branch Loan Officer as necessary in a fast-paced environment. Responsibilities

• Answers all incoming calls to the Managing LO and obtains basic identifying information about a prospective borrower on behalf of the LO (i.e. name, address, contact information, purpose of call, etc.

• Sets and confirms appointments with clients, realtors and business partners

• Initiates contact with new leads and realtors and ask for an appointment to meet with Managing Loan Officer

• Acts as liaison between borrower and other third parties such as realtor, title company in communication

• Sends thank you letters and miscellaneous notes on new loan applications, referral sources, weekly closings, lunch appointments, etc.

• Works with operations partners in aspects of the loan process or closing

• Coordinates with realtors and title company to arrange the closing

• Communicates on a regular basis with borrower and realtor providing loan status updates

• Provides prospective borrower with information unrelated to loan terms (i.e. best days of the month to schedule loan closing)

• Communicates on behalf of the mortgage LO information not directly involved with negotiating or re- negotiating/changing loan terms

• Receives UHM requested borrower documentation and forwarding to appropriate Partner and/or department and follows up on additional information needed

• Creates, updates and maintains social media (i.e., Managing LO Facebook page)

• Updates and maintains marketing (SAM) database and utilizes database to maintain regular contact with borrowers

• Plans and organizes networking events, including lunches, training programs, etc.

• Act as a liaison between clients and business partners and connect people as appropriate or as needed

• Contact previous clients to ensure satisfaction with the process and to determine if there is anything further the Managing LO can do to help with their debt management process

• Maintains regular contact with Managing Loan Officer on status of all active files. etc Loan Officer Assistant/Processing Assistant

Fairway Independent Mortgage Corporation / E Galindo-Elgin, IL April 2019 to June 2020

• Manage the Loan Consultant or Sales Manager's calendar to set up appointments and outside sales meetings

• Provide customer service to borrowers and any external business partners as identified by the Loan Consultant

• Attend external business functions with the Loan Consultant, as requested

• Help facilitate open communication with borrowers and Loan Processors at the branch or in the Corporate office

• Interact with the processing organization and operations to ensure that all files are closed on behalf of assigned Loan Consultant

• Provide daily / weekly status to the Loan Consultant regarding all files currently in progress

• Attend any identified mandatory loan consultant meetings

• Assist Loan Consultant / Sales Manager with identified CRM activities

• Comply with organizational standards, policies, and procedures

• Perform other related duties as assigned and required

• Manage my time and prioritize on Borrower loans when needed. Loan Officer Assistant/Processing Assistant loanDepot / E Galindo-Schaumburg, IL October 2017 to April 2019

• Manage the Loan Consultant or Sales Manager's calendar to set up appointments and outside sales meetings

• Provide customer service to borrowers and any external business partners as identified by the Loan Consultant

• Attend external business functions with the Loan Consultant, as requested

• Help facilitate open communication with borrowers and Loan Processors at the branch or in the Corporate office

• Interact with the processing organization and operations to ensure that all files are closed on behalf of assigned Loan Consultant

• Provide daily / weekly status to the Loan Consultant regarding all files currently in progress

• Attend any identified mandatory loan consultant meetings

• Assist Loan Consultant / Sales Manager with identified CRM activities

• Enter and update data into Sales force, invoicing customers when needed.

• Comply with organizational standards, policies, and procedures

• Perform other related duties as assigned and required Benefit Counselor

AonHewitt-Maitland, FL

November 2016 to October 2017

• Educated participants on their current or new medical, dental, vision, life, and disability benefits plans in order to enroll, change or disenroll from company health plan. Also offered and explained any additional/ optional coverages available.

Willing to relocate to: Sulphur Springs, TX

Work Experience

Office Assistant

Plainfield Township-Plainfield, IL

April 2025 to Present

Sales Representative

Enhanced Payment Systems-Chicago, IL

February 2025 to April 2025

• Outside sales position with Enhanced Payment Systems

• Visit 3-4 pre-set appointments a day that are set by our in house telemarketers.

• Present and provide Business owners with a means to accept payments from their customers through POS systems and gateways.

• Complete Application, take pictures and scan all required documents into portal for underwriter approval.

• Once approved and an MID is issued, equipment gets sent to the merchant and installation is completed. Mortgage Loan Officer Assistant

DAS Acquisition Company-Remote

September 2024 to December 2024

• Assist Loan Officer with Clerical Functions

• Make copies of borrower information, filing, and other administrative duties as instructed by the Loan Officer.

• Conduct preliminary research needed on the loan to help determine mortgage eligibility

• Assist in pre-qualifications and pre-approval orders as instructed by the Loan Officer. Pull credit reports and running AUS. Contact the borrower for any and/or additional information required.

• Set signing appointments. Provide customer service to clients.

• Communicate with parties to schedule and set a signing appointment.

• Prepare files for submission to loan

processing

• Data input function including setting up new customer files with application data.

• Update the Loan Officer’s database, mail thank-you notes to customers and realtors.

• Any other miscellaneous requirements of the team

• Clerical ad hoc duties, as needed.

• Perform processing duties which will include but will not be limited to:

• The collection and analysis of all income

• Asset and liabilities

• Analyzing credit reports and purchase contracts

• Verifying employment

• Assisting in the clearing of all conditions between Borrower and Lenders Underwriter.

• Ordering title and other required documents, and activities needed to clear the file to close all while working closely with buyers, sellers, title companies, real estate agents, and attorneys

• Run DU/LP/DO prior to sending file to Processing

• Enter and update data into Sales force, invoicing customers when needed. Loan Officer Assistant

Premier Mortgage Resources-Chicago, IL

April 2024 to July 2024

• Assist Loan Originator(s) in preparing loan files for processing after an application for purchase and refinance transactions has been taken.

• Pull the borrower(s) credit report(s), copy borrower documentation; put file in proper stacking order and input the information into approved LOS-Byte.

• Work with the processor and other operations staff to facilitate the quick and smooth closing of the transaction.

• Communicate with realtor and borrower on any additional needs and status updates.

• Track and follow up on all conditions and/or missing documentation to ensure the file is complete and accurate.

• Assist in marketing efforts to increase business, client and referral base.

• Add new and prospective clients and referral partners to marketing database.

• Assist Loan Originator(s) with administrative tasks.

• Attend training as required by Axia from time to time.

• Keep current on FHA/VA/USDA/Conventional changes and guidelines as communicated by underwriting or operations or external sources.

• Ensure that an environment of teamwork is maintained at all times.

• Maintain the highest possible level of customer service.

• Interface with other departments as necessary to ensure the smooth operation and growth of the Organization.

• Other duties as assigned

Administrative Assistant

Lasalle Network/RoadOne IntermodaLogistics-Joliet, IL December 2023 to February 2024

• Receive, update system and scan new driver/truck information packet as well as Registration, Renewal Lease, Inspection, Driver Medical, CDL, Training, Reactivations and Annual review packet into the adequate edrive labeled properly.

• Runs and reviews appropriate background and motor vehicle records checks

• Following established guidelines approves or declines applicant

• Communicates regularly with recruiters, safety managers, peers and other personnel

• Conducts Series of Retention Calls as assigned

• Communicates with courtesy and respect

• Answers questions thoroughly and accurately

• Prepares weekly, monthly and quarterly reports

• Support the RQC in other areas as assigned, including but not limited to: o Cross training on other positions

o RoadPerks Information

o Fuel Tax Preparation and Data Entry

Contingent Worker-Data Analyst

Hays- MetLife-Aurora, IL

December 2022 to March 2023

Updated Account managers, Customer Service Consultant, Account Executive information and coverages on sharepoint and CDF system for NE Region and Metro Region. Terminated customers in UIS system and or Ez Portal. Downloaded 5500 Schedule A’s and sent to Account managers. Triaged Sales force email account when an Account manager was out of the office on PTO. Created Microsoft Excel spreadsheet reports needed by the teams for customers or internally. Called Metlife automated Interactive Voice Response system to confirm dental coverage from list. Inventory Control Quality Assurance Associate

Warehouse Walmart Distribution Center-Joliet, IL

October 2022 to December 2022

• Complete work assignments and priorities

• Comply with company policies, procedures, and standards of ethics and integrity

• Ensure efficiency of freight processing

• Ensure freight quality and integrity

• Maintain a safe work area

• Manage freight

• Perform duties as assigned

• Complete cycle counting of all products/merchandise for inventory Loan Officer Assistant/Processing Assistant

DAS Acquisition Company-McKinney, TX

October 2020 to March 2022