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Home Loan Processing Assistant Resume

5.00/5 (Submit Your Rating)

Pleasanton, CA

SUMMARY

  • Self - motivated Customer Service Professional with 5+ years' experience working as an Administrative Assistant, HIPPA knowledge.
  • Data Entry Operator and Mortgage Loan Processing Assistant.
  • Experience includes issuing loan disclosures, loan file set up, scanning documents, distribution and notification of appraisal reports, updating systems and notifying clients of withdrawn/canceled/declined loans, addressing all pre-processing functions for home loans and provide support to Loan Processors to facilitate successful completion of the home loan transaction. Strong interpersonal and team player skills.

PROFESSIONAL EXPERIENCE

Home Loan Processing Assistant

Confidential - Pleasanton, CA

Responsibilities:

  • Loan Processing Assistant, Search Pros Staffing, Pleasanton, CA
  • Monitored and managed the daily report for loan withdrawals by adhering to the ML HMDA Final Action policy
  • Collected credit report fees for members requesting funds to come from PCU account
  • Reviewed, distributed, and notified appropriate parties on receipt of residential appraisal reports
  • Utilized OnBase to upload and electronically archive funding packages
  • Updated LFC system as necessary on appraisal value, vendor and date received
  • Processed withdrawal and copy loan requests
  • Provided initial disclosures on all loans identified on exception report
  • Updated HMDA Final Action on system for Withdrawal and Declined loans
  • Sent out decline and close for incompleteness notices

Scanned funded packages into imaging system

Confidential - San Leandro, CA

Responsibilities:

  • Processed medical and Dental.
  • Identified members missing information and entered into system.
  • Scanned documents into imaging system.
  • Filed miscellaneous documents that needed to be sent back to provider
  • Entered data into systems ViaOne and Source
  • Compiled, sorted and verified data to be entered
  • Entered alphabetic, numeric data for source documents into computer system
  • Scanned documents into computer system
  • Routed files to correct claims adjusted

Data Entry Clerk

Confidential - San Ramon, CA

Responsibilities:

  • Organized, inputted and managed documents into a database
  • Processed data entry of employee's information- Scanned documents into system
  • Scanned documents into imaging system
  • Pulled and prepped documents to be filed
  • Keyed in information before and after scanning documents
  • After scanning documents- placed documents back into boxes that they came in. Filled out log to keep up with the work that was done for the day
  • Assisted with QC to make sure that documents were scanned properly

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