Entry-Level Bookkeeper and Loan Processing

Jon Mowery

*********@*****.*** 517-***-**** Howell, MI

OBJECTIVE Eagerly seeking a role as an entry-level bookkeeper to leverage strong financial document analysis and communication skills. Extensive previous experience in loan processing and customer service makes a great fit for efficiently managing a company's books and ensuring a smooth experience for the owner.

WORK EXPERIENCE OppLoans Remote

Loan Processor Jun 2024 - Jun 2026

• Managed a personal pipeline of personal loan applications, ensuring efficient and accurate processing from initiation to completion.

• Coordinated with clients and team members to facilitate the timely approval and disbursement of loans.

Medilodge of Milford/The Willows at Howell Howell, MI Activities Aide Jul 2023 - Jun 2024

• Oversaw the snack shop, ensuring smooth operations and customer satisfaction.

• Coordinated and facilitated daily activities for residents, maintaining accurate attendance records.

• Provided support to front desk operations when required. NEXA Mortgage Remote

Mortgage Loan Officer Nov 2022 - May 2023

• Managed the complete mortgage application process, acting as the primary liaison between clients and internal teams to ensure a seamless experience.

• Oversaw marketing initiatives to drive client engagement and increase loan application submissions.

AmRes Corporation Remote

Mortgage Processor Sep 2021 - Jan 2022

• Conducted initial reviews of mortgage applications and requested essential documents from borrowers for further processing.

• Evaluated and submitted required documents for condition review and final approval.

• Communicated "clear to close" status and coordinated the scheduling of closings with all relevant parties.

Fairway Independent Mortgage Corp Remote

Branch Processor May 2021 - Aug 2021

• Reviewed and processed loan applications, ensuring completeness and adherence to company and investor compliance standards.

• Coordinated the ordering of appraisals, titles, and employment verifications prior to submission to underwriting.

• Managed the communication of underwriting conditions, facilitating the process for obtaining final loan approval.

Guaranteed Rate Affinity Remote

Mortgage Consultant Jun 2020 - Apr 2021

• Pre-underwrote loan applications, aligning them with agency and internal guidelines to ensure compliance and accuracy.

• Informed borrowers of necessary documentation via welcome emails to expedite the conditional loan approval process.

• Worked with loan coordinators to review and process applications, ensuring all conditions were met for underwriting approval.

Apple Federal Credit Union Fairfax, VA/Remote

Mortgage Processor Aug 2012 - Jun 2020

• Processed loan files by conducting preliminary underwriting in alignment with Automated Underwriting System results and Freddie Mac guidelines.

• Coordinated communication with members through the distribution of welcome and commitment letters, and requested necessary documentation for loan processing.

• Managed the ordering of title, appraisal, and flood certificates, and submitted updated files to underwriters for final approval.

EDUCATION American Intercontinental University

MBA, Accounting and Finance

Chicago, IL

Feb 2009

George Mason University

Bachelor of Arts, English Literature

Fairfax, VA

Dec 2002

CERTIFICATIONS Bookkeeping Certification, Intuit 2026 SKILLS Rock Star Service • Customer Focus • Effective and Concise Communicator • Trainer at Heart • Credit Analysis • Financial Analysis • Sales • Financial Services • Microsoft PowerPoint • Microsoft Word • Microsoft Excel • Microsoft Office • Data Entry • Organizational Skills • Typing • Communication Skills • Computer Skills • Analysis Skills • Time Management • Financial Analysis • Windows • Microsoft Outlook • Customer Service

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