Cynthia Snyder
mesa
Summary
Detail-oriented Loan Officer with expertise in loan application processing and regulatory compliance. Proven track record in developing strong client relationships and ensuring accurate documentation for timely approvals.
Overview
9
9
years of professional experience
Work History
Loan Officer
Achieve
Tempe
07.2019 - Current
- Consulted clients on loan options and financial products.
- Prepared and reviewed loan applications for accuracy and completeness.
- Educated clients on loan terms and conditions during consultations.
- Collaborated with underwriters to facilitate timely loan processing.
- Maintained up-to-date knowledge of lending regulations and policies.
- Assisted clients in gathering necessary documentation for loan approval.
- Developed strong relationships with clients to foster trust and communication.
- Developed loan documents and gathered necessary information from clients.
- Responded promptly to all customer inquiries regarding financing options and services provided by the company.
- Assisted customers with completing loan applications accurately and thoroughly.
- Recommended loan terms, conditions and collateral position consistent with client request and associated loan risks and set clear and realistic expectations with clients.
- Understood and complied with Bank Secrecy Act and anti-money-laundering standards to verify fair and legal transactions.
Loan Funding assistant
Achieve
Tempe
12.2017 - 07.2019
- Reviewed and verified the accuracy of funding applications for completeness and compliance with established guidelines.
- Processed payments received from funders according to established procedures and regulations.
- Maintained detailed records of funding requests and statuses.
- Prepared reports on application trends and funding allocations.
- Responded promptly and professionally to inquiries from funders or potential partners concerning project details or deadlines.
- Trained new team members on application processes and systems.
- Performed data entry tasks in order to update database records related to funding activities.
Skills
- Loan application processing
- Regulatory compliance
- Risk assessment
- Financial analysis
- Payment processing
- Documentation management
- Customer relationship management
- Client relations
- Training and onboarding
- Attention to detail
- Time management
- Problem solving
- Customer service-focused
Timeline
Loan Officer
Achieve
07.2019 - Current
Loan Funding assistant
Achieve
12.2017 - 07.2019