Susana R. Gutierrez

Conducted testing for Canadian branches to ensure accurate billing and prevent improper charges.

• Conducted thorough loan application reviews to ensure compliance with regulatory standards.
• Collaborated with underwriters and processors to clarify documentation requirements and resolve discrepancies.
• Analyzed borrower credit histories and financial statements for risk assessment purposes.
• Streamlined verification processes, enhancing efficiency in loan processing timelines.

• Processed loan applications efficiently, ensuring compliance with regulatory guidelines.
• Reviewed financial documents to verify applicant eligibility and creditworthiness.
• Coordinated with underwriters to facilitate timely processing of loan approvals.
• Communicated effectively with clients, addressing inquiries and providing status updates.
• Analyzed application data to identify discrepancies and mitigate risks proactively.
• Collaborated with team members to streamline workflows and enhance productivity.
• Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
• Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
• Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
• Set up and completed loan submission packages.
• Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
• Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
• Provided quick turnaround times to maintain fast-past schedule.
• Developed and maintained relationships with customers and loan officers to establish smooth loan process.

• Maintained accurate records in loan processing systems for audit readiness.
• Provided training and mentorship to new staff on loan processing procedures and best practices.
• Prepared documents for underwriting by verifying client income, credit reports, and other information.
• Promoted a positive work environment through effective communication skills and teamwork initiatives.
• Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
• Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
• Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
• Improved loan processing efficiency by streamlining documentation and communication procedures.
• Strengthened relationships with clients through consistent follow-up calls and personalized attention to their needs.
• Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
• Coordinated closing process with attorneys, title companies, and government clerks.