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214-534-6789 972-771-8514 Heath, Texas 75032
Loan assistant with 14 years expertise in generating commercial real estate loan
documentation and 2 years in originating mortgage/consumer loan documentation.
New accounts with 1 years in originating and processing new account documents.
Dependable professional with an excellent work ethic
* Closed approximately 30-40 mortgage loans
* Closed approximately 100 commercial real estate loans
* Opened approximately 15 new accounts
* Reorganized credit files separating closed accounts from active accounts
* Texas Educator Certificate for Standard Educational Aide
MS Word Outlook Excel
AS400 Bancpac Vision Viewer
Loan Assistant/New Accounts, December 2007-August 2009
Synergy Bank, Garland, TX
* Generated and analyzed commercial/mortgage/consumer loan documents, interfacin
g with title & insurance companies and attorneys using strong attention to detai
* Maintained & generated documents to update tickler report & safe deposit recor
* Created and maintained loan files
* Originated checking, savings, C.D., & money market account documents
* Verified check amount, issued stop payment, & faxed to Customer Service
* Assisted in customer inquiries using excellent written & oral skills
* Processed commercial line of credit advance requests; teller services back-up
Administrative Assistant/Credit Department, March 2007-August 2007
American Marazzi Tile, Sunnyvale, TX
* Temporary position - Updated personal data on business accounts
* Ordered credit reports for new credit applicants
* Created and faxed trade and bank reference forms on new applicants
* accordingly
* Printed faxes of payments from service centers and updated on note history
* Ordered and faxed invoices to business customers upon request
* Reorganized credit file system
Herbalife Independent Distributor, May 2006-September 2008
* Contacted leads and scheduled appointments about Herbalife products for home-b
ased business
* Entered appointment data on activity gauges (on Excel); and e-mailed it to men
Personal Banker/Loan Assistant, August 2005-March 2006
Alliance Bank, Rockwall, TX
* Loan assistant to President & Chief Lending Officer
* Originated supporting documentation for Mortgage, Commercial, and Consumer loa
ns & sent mortgage loan packages to title co. for closing
* Processed line of credit advance requests on spec loans (Construction loans)
* Analyzed and labeled mortgage closing documents for imaging
* Verified payments and payoff amounts according to loan inquiry screen
* Ran credit reports for potential borrowers; maintained Progress Report on new
mortgage loans
Instructional Assistant, August 2003-June 2005
Amy Parks-Heath Elementary, Heath, TX.
* Assisted students with reading and assignments
* Assisted teacher with classroom instruction & bulletin board
* Carried out phone inquiries and filed personal student records
Pre-school Teacher, August 1999-May 2003
First Baptist Church-Heath, Heath, TX.
* Developed lesson plans for 2 -3 year olds and decorated classroom
* Assisted children with lunches, arts and crafts, songs, and hand motions
Previous Work Experience
Collateral Administrator/Loan Administrator, November 1981-October 1993
Bank of America (Formerly NCNB Texas & predecessor banks) Houston & Dallas, TX
* Originated and reviewed loan documents on defaulted commercial real estate loa
ns interfacing with loan officers and attorneys
* Entered collateral on loans on computer
* Created, maintained, and filed in loan files after closing the loan
* Maintained collateral tickler system and exception report on weekly basis
* Sent appropriate loan documents to be filed of record (county or state)
* Deleted collateral from the computer after loan was paid off
TBTW recipient - allows employer to earn up to $2,000.00 from the State of Texas
upon hiring