Sogol Khajeh Nasiri

• Managed complex lending transactions, coordinating with multiple departments for timely completion.
• Acted as liaison between clients and internal departments, ensuring seamless communication.
• Oversaw a diverse portfolio of loans, including energy, commercial vehicle, business, and consumer loans.
• Demonstrated strong attention to detail in loan documentation and processing.
• Trained new employees on loan operations, ensuring smooth transitions.
• Processed loan applications and monitored progress from start to finish.
• Monitored pipelines to track and log loan status.
• Analyzed risks and evaluated loan products to identify suitable options for customers.
• Established loan plans and payoffs, prioritizing cost control.
• Supervised loan personnel, maintaining customer service and performance standards.
• Negotiated loan terms with customers to secure the best deals.
• Accurately titled vehicles with correct sales price, tax, and county documentation.
• Ensured issuance of perfected titles for seamless transactions.

• Smoothed loan closings by collecting necessary paperwork and clearances
• Supported customers throughout application and closing processes
• Obtained underwriting approval by following outlined recommendations and submitting appropriate packages
• Marketing & Research
• Managed a consistent pipeline of applications while maintaining strict adherence to deadlines and target closing dates.
• Maintained thorough knowledge of various loan products to provide accurate information and guidance to potential borrowers.

Secondary Mortgage

• Assisted daily in obtaining a list of loans booked by mortgage loan officers.
• Prepared loans for sale to Fannie Mae and Freddie Mac.
• Verified whether documents were E-signed or wet-signed.
• Checked calendar dates for loan sales to Fannie Mae or Freddie Mac.
• Ensured all alerts were cleared for loan sales through their site/eVault or via FedEx.
• Completed tasks before deadlines to ensure timely loan sales.

• Brought in new Members by generating leads through word of mouth, cold calling & local marketing
• Kept Members investment portfolios up-to-date with the best plans
• Setting up Checking & Savings accounts
• Authorizing Loans & Moving Money
• Processing deposits, payments and withdrawals
• Notary
• Cash drawer maintenance
• Attention to detail
• Problem solving
• Teamwork

• Maintained store readiness with smooth completion of opening and closing tasks
• Boosted team productivity by keeping front end stocked, clean, and ready for customer demands
• Proven leadership in three departments, each with their own set of challenges
• Designed and delivered training to new employees
• Helped facilitate a program to integrate special needs employees into the work environment
• Held team-building exercises to build a culture in the workplace