Rebecca List
Omaha
Summary
Dedicated mortgage assistant with extensive experience in various loan products and a strong understanding of guidelines. Adept at fostering collaboration among teams and ensuring a seamless loan process.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Loan Assistant
Centris Federal Credit Union
Omaha
07.2024 - Current
- Assist loan officers with the entire loan process, from lead to closing.
- Work with loan officers to ensure a clean file that closes without issues by anticipating possible problems and proactively addressing them.
- Serve as an extension of my loan officers to ensure their business runs seamlessly, including corresponding with borrowers, title companies, agents, etc.
- Review files to ensure the file has all necessary pieces of information for approval, and meets appropriate investor guidelines.
Senior Mortgage Sales Specialist
FNBO
Omaha
07.2020 - 07.2024
- Served as a loan assistant to three top-performing loan officers.
- Handled loan files during the unprecedented peak mortgage volume time frame of 2020-2021.
- Assisted loan officers with all loan programs, including NIFA/HBA, VA, conventional, jumbo, FHA, etc.
- Worked with all internal partners, including processors and underwriters, to ensure a smooth loan process for borrowers.
Teller/Banker
FNBO
Omaha
10.2014 - 07.2020
- Originated home equity products for branch customers, including HELOCs, HELOANs, and bridge loans.
- Established new customer relationships by opening accounts for new clients.
- Originated unsecured loans, auto loans, and small business loans.
- Worked on both the teller line and the banker desk to ensure all customer needs were met.
Education
High School Diploma -
Parkway Academy
Virginia Skills
- Completes tasks with a high level of attention to detail
- Understands the sense of urgency in the loan process
- Encompass experience
- Experienced with conventional, FHA, NIFA, USDA, and jumbo loan products
- Experience with DU/LP and running AUS systems
- Strong understanding of mortgage guidelines and strong knowledge of how to interpret the various selling guides
Certification
NMLS 1506961
Timeline
Mortgage Loan Assistant
Centris Federal Credit Union
07.2024 - Current
Senior Mortgage Sales Specialist
FNBO
07.2020 - 07.2024
Teller/Banker
FNBO
10.2014 - 07.2020
High School Diploma -
Parkway Academy