Kelsey Steele
Scottsdale,AZ
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Dedicated and technically skilled business professional with a versatile administrative support skill set developed through experience as a junior mortgage loan processor, transaction coordinator, REALTOR, Client coordinator, office manager, sales representative, administrative assistant and office clerk. Very highly trained in customer service and able to thrive while multi-tasking. Flexible and hardworking with a strong drive to succeed.
Overview
9
9
years of professional experience
1
1
Certificate
Work History
Junior Loan Processor
American Advisors Group
REMOTE
09.2021 - 08.2022
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Provided quick turnaround times to maintain fast-past schedule.
- Checked packages for appropriate documentation.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering Reverse Mortgage loans.
- Coordinated closing process with attorneys, title companies and government clerks.
- Collaborated with Insurance Companies regarding borrowers HOI policies
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Balanced HUD and all supporting documents
Real Estate Transaction Coordinator
Desert North Realty
Scottsdale, AZ
01.2019 - 08.2021
- Reviewed and executed confidential documents, contracts and disclosures.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and mortgages.
- Developed new business and managed new and existing clients.
- Coordinated appointments to show tenants and buyers prospective homes.
- Negotiated contracts with buyers and sellers to maximize customer savings.
- Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
- Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
- Generated leads for sales and rental properties through cold calls and referrals.
- Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
- Developed polished and successful sales presentations to highlight product benefits, quality and advantages against competitors.
- Boosted residential sales through persuasion, negotiation and issue resolution.
- Maintained computer systems and provided technical assistance for computer operations for entire office.
Realtor
Desert North Realty
Scottsdale, AZ
03.2018 - 08.2021
- Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
- Advised and informed prospective clients on current market activities and conditions.
- Wrote contracts to outline sales and purchases of properties.
- Compared recently sold area properties to determine competitive market prices.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
- Verified payment and loan paperwork for property sales by working closely with banks, buyers and sellers.
Administrative Assistant
Affinity Premier Properties
Lake Havasu City , AZ
07.2016 - 03.2018
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Generated reports and typed letters in Word and prepared PowerPoint presentations.
- Handled client correspondence and tracked records to foster office efficiency.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
Education
Hotel, Motel, And Restaurant Management
Northern Arizona University
Flagstaff, AZSkills
- Borrower Correspondence
- File Management
- Complex Mathematics
- Product Education
- Mortgage Loan Software
- Customer Service
- Dedicated Work Ethic
- Attention to Detail
- Property Evaluation
- Title Research
- Data Entry
- Teamwork and Collaboration
Timeline
Junior Loan Processor
American Advisors Group
09.2021 - 08.2022
Real Estate Transaction Coordinator
Desert North Realty
01.2019 - 08.2021
Realtor
Desert North Realty
03.2018 - 08.2021
Administrative Assistant
Affinity Premier Properties
07.2016 - 03.2018
Hotel, Motel, And Restaurant Management
Northern Arizona University
- AZ Licensed REALTOR - 2016 to present
Certification
- AZ Licensed REALTOR - 2016 to present
Similar Profiles
Julia RossJulia Ross
Remote Loan Closer at American Advisors GroupRemote Loan Closer at American Advisors Group
Ashley McGeeAshley McGee
Benefits Consultant at American Advisors GroupBenefits Consultant at American Advisors Group
Steven TonoSteven Tono
Senior Mortgage Loan Officer at American Advisors GroupSenior Mortgage Loan Officer at American Advisors Group