Jessi R. Email & Phone Number

Support multiple loan officers in preparing preliminary loan packages for approvability by obtaining documentation. Ensure loan closure runs smoothly and on time. Assists clients with knowledge of the mortgage loan process and how to obtain financial success. Coordinate with real estate agents, title companies, and additional third parties to ensure loan is progressing in a timely manner. Review and analyze income for credit approval requirements. Credit Analysis and product guru. Advocate and Ambassador for diversity and inclusion.

Educated and engaged with members about their accounts and lending products offered to qualify for products. Executed loan origination and reviewed each application for feasibility including credit report analysis. Completed weekly and monthly analysis of call volume and loans financed.

Assisted members with submitting consumer loan and credit applications as well as provide education on how credit works. Performed mock branch audits to ensure branch stayed compliant with policies and governmental regulations. Mentored new hires on organizational practices and technical systems.

Provided knowledge of products and services offered in branch to clients that visited on day-to-day. Sought improvements to daily operations and streamlined processes for efficiency. Handled daily cash audits and balancing of branch while remaining in compliance with governmental regulations.