Frederick Whaley
Denver
Summary
Dynamic individual with over 5 years of experience working in multiple departments handling different stages of loan process. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals as well as teaching others.
Overview
5
5
years of professional experience
Work History
Back End Loan Coordinator
RefiJet
08.2020 - Current
- Coordinated loan processing workflows to ensure timely and accurate completion of applications.
- Reviewed borrower documentation for compliance with underwriting guidelines and company policies.
- Collaborated with lenders to facilitate communication between clients and financial institutions.
- Assisted in resolving client inquiries, enhancing overall customer satisfaction and retention rates.
- Trained junior staff on best practices for loan processing and effective use of internal systems.
- Stayed informed about regulatory changes, ensuring compliance within all daily operations and avoiding costly penalties or delays.
- Reduced application errors by implementing thorough pre-screening procedures for loan applicants.
- Collaborated with other departments to resolve issues quickly, maintaining seamless workflow during busy periods.
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Identified opportunities to cross-sell and upsell loan products to customers.
Education
High School Diploma -
Withrow University High School
Cincinnati05-2007
Skills
- Underwriting guidelines
- Debt-to-income ratios
- Loan servicing
- Insurance verification
- Document review
- Credit analysis
- Loan closing
- Loan approvals
- Funding coordination
- Loan payoffs
- Loan-to-value ratios
- Teamwork and collaboration
- Customer service
Timeline
Back End Loan Coordinator
RefiJet
08.2020 - Current
High School Diploma -
Withrow University High School