- N 2770 Rd, Duncan, OK 73533
Skills
Document verification
Finance
Imaging
Research
Visio
People skills
Organizational skills
Communication
Reliable and trustworthy
MS Office
Education and Training
12/2013
Bachelor of Science:
Criminal Justice
Cameron University
Lawton, OK
Amy Wilson
Summary
Manages high-volume loan paperwork in dynamic environment with high production, approval, and customer relations. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem solving and organizational skills.
Experience
Endurance Federal Credit Union – Loan Officer
Duncan, OK
08/2021 - Current
Review in house loan applications and approve or deny depending on qualifications.
Review and approve/deny indirect loan applications.
Close loans with members and dealerships (indirect loans).
Distribute loan funds to members or dealerships after closing.
Review mortgage loans post-closing to ensure file contains proper signatures, dates, and other relevant data.
Arvest Bank - Commercial Loan Assistant
Duncan, OK
10/2019 – 08/2021
Review loan documentation prior to closing and close loans with customers.
Review loans post-closing to ensure file contains proper signatures, dates, and other relevant data.
Distribute loan funds to customers after closing.
Image documents.
Clear Technical Exceptions.
Assist in obtaining corporate entity information, title searches/commitments, flood documents, appraisals, and other related loan documentation.
Provided superior client service.
Organize, file, and maintain customer, department, and regulatory loan records.
First Bank & Trust Co - Loan Risk Documentation Specialist
Duncan, OK
04/2018 - 10/2019
Review all loans to ensure compliance and accuracy with bank's lending policy and federal and state lending regulations.
Maintain loan review checklists, policies, procedures, and compliance regulations as changes occur.
Coordinate to identify areas where additional training may be needed.
Address and research inquiries regarding compliance and bank policies, as needed.
Evaluate various forms of documentation and reports for accuracy and completeness, identify deficiencies and advise on appropriate corrective measures to improve information details or processes.
Worked on special projects and took on additional tasks to assist Loan Risk department.
First Bank & Trust Co - Appraisal Supervisor/Appraisal Administration Valuation Coordinator
Duncan, OK
10/2014 - 04/2018
Validation of previous appraisal. (Created this process from scratch.)
Evaluation of property. (Created this process from scratch.
Improved process by taking ordering the appraisal online with an order management company.
Assist with the management of appraisals throughout the full process.
Halliburton – Payroll - State Tax Payroll Specialist
Duncan, OK
05/2008 - 10/2014
Remit state payroll withholding taxes to state authorities in a timely manner.
Assist employees and former employees with tax questions related to state and local taxes.
Check Distribution-Direct Deposits (domestic and international transactions).
Reconcile general ledger accounts for payroll.
Halliburton – Asset Accounting - Senior Administrative Specialist/Administrative Specialist
Duncan, OK
06/2006 - 05/2008
Transfer equipment to different cost centers in SAP.
Retire equipment in SAP once its accounting life cycle was over.
Create job workflow diagrams of jobs in department using Visio.
Stephens County Court Clerk - Deputy Court Clerk
Duncan, OK
07/2001 - 06/2006
Receive and submit payments for fees and fines, accurately tracking amounts, issuing receipts, and updating computer systems.
Answer face-to-face and telephone requests for information about warrants, citations and other court documents or procedures.
Examine legal documents and assured adherence to laws and court procedures.
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