Experienced Loan Officer Assistant who has strong organisation skills and a comprehensive understanding of contracts and agreements. Adept at maintaining individual agreement files, presenting information to both sides of an agreement and assisting in the filling of a completed agreement. Specialises in home financing and large scale corporate contracts.
Strong with financial analysis spreadsheets
Strong organisational habits both digitally and hard copy
Dedicated and tireless worker
Experience in developing prospect sheet
Comfortable dealling with legal representatives
Eye for detail
September 2010 to July 2014 Burry Lenders-Manchester, UK Loan Officer Assistant
Responsible for starting all new customer files and maintaining files for active loan transactions.
On hand for closings and responsible for making sure loan checklist was satisfied.
Assisted loan officer with reviewing loan documents and checking for any inaccuracies.
August 2008 to September 2010 Fine Home Mortgage Company-Manchester, UK Loan Officer Assistant
Responsible for gathering prospective customer information and developing a list of contacts for loan officer to call.
Gathered all finalised loan materials and put them into the final transaction file.
Accompanied loan officer to the closing where I would be responsible for monitoring the transaction to make sure nothing was forgotten.
February 2002 to August 2008 Queen Mortgage-Manchester, UK Loan Officer Assistant
Worked with loan officers to develop and distribute marketing materials online and hard copy.
Responsible for fielding incoming calls from current clients and prospects looking for more information.
Helped to develop the loan checklist for each new loan.
2001 Right Technical School, London, England, UK, Associate’s Degree, Business