Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Experienced with mortgage loan origination, financial analysis, and client advisement. Utilizes deep knowledge of lending guidelines and compliance to ensure smooth loan processing. Strong understanding of customer relationship management and market trends, driving successful loan closures.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Bayou Mortgage
08.2020 - Current
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Participated in industry events and conferences to build relationships and gain market intelligence.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
Negotiated loan terms and conditions with clients to maximize profitability.
Worked with underwriters to fix application problems and resolve issues.
Trial Assistant
Calcasieu Parish District Attorney's Office
03.2017 - 08.2020
Proofread documents including legal definitions and ensured accuracy and consistency
Prepared summaries of cases and recommended alternatives and solutions
Worked effectively and efficiently on multiple projects in busy work environment
Wrote affidavits and other supporting documentation to assist with cases
Scheduled client meetings and prepared meeting documents and minutes
Proofread legal documents, contracts, and correspondence for legal team
Worked with witnesses to complete thorough preparation for hearings and trials
Processed filing of court documents and collated evidence and other legal documents for case files
Oversaw efficient office activities, including client meetings, the delivery of subpoenas and the master calendar
Organized the supporting materials and prepared exhibits for trial cases
Exhibited exemplary client focus by responding promptly to phone and email requests
Maintained confidentiality of records and documents during legal proceedings, including litigation, negotiations for settlement, and depositions
Organized legal materials for easy access, expediting the preparation process for attorneys and judges.
Facilitated communication between defendants and attorneys, ensuring proper representation during legal proceedings.
Juvenile Intake Secretary
Calcasieu Parish District Attorney's Office
07.2015 - 03.2017
Maintained case files in hard copy and electronic file format
Provided litigation secretarial support for staff attorneys and worked collaboratively with internal department units
Received, screened, logged, and distributed incoming mail and packages and attached documents to case files
Clearly communicated messages to clients and attorneys with accuracy and detail
Produced standard legal documents with templates and proofread prepared materials before distribution
Organize all case evidence, including the attorneys' correspondence with clients and between persons of interest
Maintained an efficient office environment by skillfully routing incoming and outgoing mail
Documented payments and expenses to keep financial records current
Improved client satisfaction by efficiently conducting legal intakes and gathering relevant information for attorneys.
Developed strong professional relationships with clients, establishing trust and fostering open communication throughout the intake process.
Education
No Degree - Criminal Justice
Mcneese State University
Lake Charles, LA
High School Diploma -
Sulphur High School
Sulphur, LA
05.2014
Skills
Strong organization
Customer assistance
Courtroom etiquette
Sales expertise
Documentation review
Database management
Relationship building and management
Financial advising
Loan servicing
Client communication
Legal research
Proficient in MS office
Case management
Certification
Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities.
Timeline
Mortgage Loan Officer
Bayou Mortgage
08.2020 - Current
Trial Assistant
Calcasieu Parish District Attorney's Office
03.2017 - 08.2020
Juvenile Intake Secretary
Calcasieu Parish District Attorney's Office
07.2015 - 03.2017
High School Diploma -
Sulphur High School
No Degree - Criminal Justice
Mcneese State University
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