Schwab Financial Group, Inc.
Administrative Assistant/ Loan Processor
August 2012 — November 2013
Ensures the timely and accurate packaging of all loans originated by our loan officers. Gathers information and takes each file from pre-approval to closing. Inputs proper loan information into the system for processing. Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company policy. Verifies loan documents including mortgage, income, credit, appraisal, assets, and title insurance, ultimately preparing application for submission to underwriting. Order and coordinate any additional loan documentation. Communicates effectively with clients, brokers, underwriters, and other 3rd party companies regarding file development and resolution of issues. Meets crucial deadlines.