Customer Service Loan Processor
Resume:
Tracy C Heard
************@*****.***
San Antonio,TX 78230
SUMMARY
Dedicated professional with 20 years of experience seeking a Customer Service Representative role. Proven track record in delivering exceptional customer service and maintaining clear communication, demonstrated through roles as a Loan Processor and Administrative Assistant. Skilled in problem-solving, active listening, and adapting to shifting priorities to ensure client satisfaction and efficient operations.
WORK EXPERIENCE
Randolph Brooks Federal Credit Union San Antonio,TX Mortgage Loan Processor Nov 2021 - Apr 2024 • Collected and verified all essential documentation for loan applications, ensuring compliance with lending guidelines prior to submission to Underwriting.
• Provided consistent customer service by updating clients on loan status and required documents, maintaining clear communication throughout the process.
• Conducted credit checks and ran Desktop Underwriter (DU) guidelines using the Encompass system, while coordinating with third parties to obtain necessary documents such as appraisals, title work, and flood insurance certificates.
• Performed comprehensive verification of employment, assets, and liabilities, ensuring accurate and complete loan files, while collaborating with homeowner agents to provide required mortgagee clauses and ensuring all purchase contract addendums were correctly documented.
Wells Fargo San Antonio, TX Operation Clerk3 Nov 2016 - Mar 2017 • Managed imaging and scanning processes for foreclosure documents, maintaining high production and quality standards while adapting to shifting priorities and deadlines.
• Utilized multiple computer systems and Quick Search efficiently to locate foreclosure loan information and accurately coded documents in preparation for court proceedings. Maintaining accurate records and files, processing orders,scheduling, and coordinating with internal and extental parties to ensure operational efficiency in a timely manner.
Harris Family San Antonio, TX
Live-in/Child Caregiver(Nanny) Jan 2010 - Jun 2016 • Provided comprehensive care and nurturing companionship to children, ensuring a safe and trusting environment.
• Taught essential social manners, including sharing, and courteous language, fostering respectful behavior.
• Managed household tasks such as cleaning, meal preparation, and laundry while overseeing homework and bathing routines.
• Coordinated transportation for medical appointments and extracurricular activities, ensuring punctuality and safety.
Washington Mutual Mortgage Company MI/San Antonio,TX
Loan Processor Mar 2001 - Apr 2008 • Updated and maintained loan files in the loan origination system, ensuring consistent processes and timely completion of assigned tasks and milestones.
• Verified and reviewed residential loan applications to ensure completeness and compliance with standards, including flood certifications, credit reports,and other required documentation.
• Managed borrower information data entry, resolving discrepancies and ensuring accuracy by filing necessary paperwork and meeting deadlines.
Integral Vision,Inc Farmington, MI Administrative Assistant Mar 1995 - May 1999 • Managed client interactions by greeting visitors and directing them to appropriate personnel, enhancing customer service and operational efficiency.
• Provided comprehensive administrative support, including data entry, inventory management, and coordination of office supplies and equipment.
• Facilitated organizational tasks such as document filing, scheduling travel arrangements, and handling communications through various channels.
EDUCATION
McKenzie High School
Diploma General Education
Detroit, MI
Certificate of Completion
Texas Notary Notary
Surety Bond July 2025
Skills
Microsoft Office • Strong Work Ethic • Photocopying • Dependable • Data Entry • Customer Service • Motivation • Encompass System • Problem Solving Skills • Work Under Pressure • Outlook • Analytical • Enthusiastic • Communication Skills • Patient • PowerPoint • Faxing Adaptability • Multi-tasking • Empathy • Problem-solving • Active Listening
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