Assist Loan Originators with preparing mortgage packages for all portfolio loans and one-time close products. Includes disclosing, processing and closing.Manage the customer relationship during the mortgage process by communicating needed information and answering questions about terms, rates and mortgage optionsPrepare personal income and financial analysis for portfolio loans to submit to loan approval officer and loan committee approval when required

Analyzing credit and financial reports to determine risk involved in loaning money or extending credit to local DFW small businesses in amounts ranging from $100,000 to $10,000,000 Provide underwriting that details the borrower’s history, financial information, relationship with the bank and request for financing to aid decision makers in the process of approving credit Review residential appraisals for accuracy and completeness

• Teller – Handled up to $3000, and closed down the safe and registers.• Accounting – Aided in balancing the bank statements every morning using Excel.• Compliance – Helped review loans and other bank activity to make sure it was ethical and in regulation.• Credit Analysis – Analyzed credit data and financial statements using Excel to determine the risk involved with lending to a customer.• Loan Committee – Sat in the Loan Committee meetings where decisions were made on the loans exceeding the amount of $1,000,000.