"WBENC & Texas SBA" Certified Women Hispanic Owned Small Business!

Responsible for completing commercial appraisals, which includes market area and comparable property research, extensive analysis of financial data and use of complex spreadsheets, as well as lengthy document compositions. Familiar with town home projects, land valuations, offices, and warehouses.

Accountable for processing between 25-35 mortgage loans per month, verified history of mortgage, employment, or assets, meet with clients to complete application or gather documentation to clear conditions, addressed credit report errors, gathered insurance and title information, organized all files for underwriting, assured compliance with selected closing date, responsible for solving any client concerns and educating consumer regarding the mortgage process, acted as liaison between client… Show more Accountable for processing between 25-35 mortgage loans per month, verified history of mortgage, employment, or assets, meet with clients to complete application or gather documentation to clear conditions, addressed credit report errors, gathered insurance and title information, organized all files for underwriting, assured compliance with selected closing date, responsible for solving any client concerns and educating consumer regarding the mortgage process, acted as liaison between client and loan officer through constant communication, prepared customer correspondence and marketing material, tracked loan officer’s monthly status. Show less

Responsible for three trust departments and seven administration staff, prepared various personal, estate, and trust tax returns, corresponded regularly with Internal Revenue Service, complied with strict monthly deadlines, researched tax law, maintained tax data software for numerous trust accounts, supervised preparation and payment of quarterly payroll tax for all applicable trust clients.