Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Marsha Dodson

Morrison

Summary

Efficient professional in financial processing adept at completing tasks with productivity and precision. Specialize in loan documentation review, client communication, and regulatory compliance to ensure smooth operations. Excel in time management, problem-solving, and adaptability, fostering positive outcomes in fast-paced environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Executive Assistant

Express Personnel
Denver
03.2024 - 08.2024
  • Followed proper accounting and bookkeeping procedures to support audits.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Set up meeting and event logistics for senior management and updated calendars.
  • Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
  • Delivered optimal administrative, customer service and case management support.
  • Managed inventory and supplies to ensure materials were available when needed.

Loan Officer Assistant

Seasons Mortgage
Morrison
07.2022 - 03.2024
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Verified accuracy of all calculations related to mortgage payments, interest rates, taxes, insurance premiums.
  • Monitored loan progress from application to closing, keeping all parties informed.
  • Reviewed contracts for purchase transactions to ensure compliance with lender requirements.

Head Cashier

Home Depot
Morrison
10.2023 - 01.2024
  • Coordinated with management to implement promotional events and special discounts at the point of sale.
  • Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
  • Provided feedback to management on cashier performance, identifying training needs and opportunities for improvement.
  • Performed opening and closing duties such as counting money, balancing tills, and reconciling discrepancies.

Implemented loss prevention measures to reduce shrinkage and improve profitability.

  • Prepared cash deposits and balanced store safe for opening and closing of business.
  • Resolved and balanced cash drawers at end of shifts to generate accurate reports for cash registers.

Loan Officer Partner

Spire Financial
Denver
03.2022 - 07.2022
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Researched investor guidelines and kept up to date on program changes that affected loan processing or origination.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
  • Interacted with underwriters, appraisers, title companies. during the processing of a loan application.

Loan Officer Assistant

SCL Mortgage
Morrison
07.2020 - 03.2022
  • Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Assembled and compiled title abstracts, insurance forms, loan documents, and tax receipts.
  • Verified accuracy of all calculations related to mortgage payments, interest rates, taxes, insurance premiums.
  • Monitored loan progress from application to closing, keeping all parties informed.
  • Liaised between borrowers and realtors, title companies and loan company management.

Licensed Insurance Agent

Farmers
Golden
10.2019 - 07.2020
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Researched complex underwriting issues and provided solutions for customers' satisfaction.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.

Realtor

Exit Realty Central
Denver
06.2018 - 10.2019
  • Explained financial requirements and analytical data to potential buyers and sellers.
  • Grew client base by acquiring new customers and identifying needs to deliver relevant real estate investments.
  • Answered inquiries from potential buyers regarding features of property listings.
  • Promoted sales through advertising, open houses and Multiple Listing Services.
  • Analyzed financial data such as income statements and tax returns to determine affordability levels for potential buyers.
  • Promoted property sales through advertisements, open houses and participation in multiple listing services.

Licensed Mortgage Broker

Land Home Financial Services, Inc
Denver
01.2018 - 06.2018
  • Advised clients on strategies for reducing their debt load prior to applying for a mortgage loan.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Processed loan applications, verified creditworthiness of borrowers, and collected supporting documentation.
  • Evaluated customer's ability to repay loans by analyzing income statements, tax returns.
  • Located and suggested loan packages that met client needs and priorities.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.

Licensed Loan Officer

RPM
Denver
08.2017 - 01.2018
  • Assisted customers in resolving problems related to their mortgages such as late payments or refinancing options.
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Advised customers on best practices for managing their finances during the home buying process.

Education

Bachelor of Science -

CSHA
Lakewood
06-2013

Skills

  • Customer service
  • Invoice processing
  • DU, AUS, LP
  • VA, FHA, Conventional, Commercial expertise
  • Calyx, Lending Pad, Floify, Encompass expertise
  • Database management
  • AR/AP
  • Financial services
  • Document verification
  • Loan origination
  • Credit assessment
  • Data management
  • Microsoft office

Certification

CO NMLS Licensed mortgage broker #1486734

References

References available upon request.

Timeline

Executive Assistant

Express Personnel
03.2024 - 08.2024

Head Cashier

Home Depot
10.2023 - 01.2024

Loan Officer Assistant

Seasons Mortgage
07.2022 - 03.2024

Loan Officer Partner

Spire Financial
03.2022 - 07.2022

Loan Officer Assistant

SCL Mortgage
07.2020 - 03.2022

Licensed Insurance Agent

Farmers
10.2019 - 07.2020

Realtor

Exit Realty Central
06.2018 - 10.2019

Licensed Mortgage Broker

Land Home Financial Services, Inc
01.2018 - 06.2018

Licensed Loan Officer

RPM
08.2017 - 01.2018

CO NMLS Licensed mortgage broker #1486734

Bachelor of Science -

CSHA
Marsha Dodson