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Loan Officer

Temecula, CA, 92592
November 13, 2009

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• Listed Top ** in company production for 3 years in a row.

• Experienced in mortgage lending.

• Dedicated and focused; able to prioritize and complete multiple tasks and follow through to achieve project goals.

• An independent and self-motivated professional with excellent research and writing skills; able to grow positive relationships with clients and colleagues at all organizational levels.

• Computer literate. Able to learn industry specific software easily.



Customer Service and Executive Assistant CEO of Television and Video Production, 2003-Present

• Answered a high volume of incoming calls and in-person inquiries from clients and colleagues; treated each person with respect and provided information and referrals if needed.

• Managed the executive’s schedule, business affairs, appointments, and travel

• Answered calls and emails

• Researched for selecting vendors, service providers and consultants

• Sorted and distributed mail and fax correspondence

• Tracked all incoming and outgoing shipments/packages

• Organized files, documents and paperwork in paper and electronic format

• Assisted with special projects as needed

• Investigated and researched customer service situations and helped resolve them in a professional manner.

• Acted as liaison and maintained open lines of communication among senior executives, vendors, and business partners per project coordination, networking, etc.

• Handled customer service complaints and maintained client and firm confidentiality with utmost discretion.

• Composed and edited correspondence on behalf of executive.

Administration and Organization

• Answered executives phone and directed telephone call to proper source.

• Managed customer service questions and researched and answered with a solution or assisted in helping with more information whatever the situation called for.

• Met and assisted vendors and screened and directed or delivered to proper source. Such as Fed-Ex UPS, etc.

• Made copies for executive staff and prioritized as to importance.

• Managed several simultaneous tasks and prioritized them by importance.

• Ability to train employees on processes and procedures.

• Overall management of office administration.

• Handled and assisted in customer service issues for executive.


Loan Officer, September 1999-May 2003

Customer Service and Financial Services

• Originated loan with customer

• Obtained customers credit report and ran DU or Do or LP

• Ordered appraisal

• Ordered title

• Opened escrow

• Submitted file to investor for prior to doc conditions

• Ordered notary

• Obtained insurance information on home we were financing

• Helped escrow and title close and record the deed

• Experience with A-D paper lending. Including seconds, home equity lines of credit, etc.


• Met with clients or prospective clients to discuss their home loan financing needs.

• Sent out client appreciation tracks after closing such as: thank you notes, newsletters, birthday cards, anniversary cards,etc.


• Top Ten in Company Production 3 years in a row


Customer Service and Executive Assistant to CEO/Broker Of Office, December 1997-Septemeber 1999

Administrative Support

• Set up and mapped out client/agent house showing appointments. Cleared appointment with cleared appointment to show home with buyer prospect.

• Planned and prioritized work activities for CEO/Broker.

• Used “to-do” lists, calendars, computer software or other work/time management systems.

• Prepared correspondence such as:

• New client packages.

• Worked with Realtor on brochures to be mailed monthly.

• Mail-merged mailings through word.

• Labeled and folded brochures.

• Assigned and delegated work and provided feedback when appropriate to other support staff regarding work and timeframe processing, etc.

Customer Service and Marketing Sales Assistance

• Created tracking file for new contacts.

• Handled unsolicited calls from prospects to schedule appointments or refer to Broker.

• Assisted in customer service such as answered questions or directed to appropriate department unprofessional and courteous manners.

• Sent client appreciation cards as directed by the CEO/Broker for all customer retention and continued marketing correspondence.


• Microsoft Office ( Explorer, Outlook, Word, Excel, PowerPoint, etc.)

• Industry specific software such as: (powerpac, genesis, point)

• Client tracking software: (Top Producer, Point, PowerPoint)


• Palomar 1998-1999

• NAB (National Association of Broadcasters) Trade Shows 2003

• Top Producer real estate specific client tracing and correspondence software seminars

• Realty Trade Shows

• Community events to promote business, etc.

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