Summary
Overview
Work History
Education
Skills
Timeline
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Lindsay Harp

Beebe

Summary

Mortgage Sales Assistant with expertise in supporting sales teams and managing high volumes of loan applications. Proven track record in maintaining accurate records, organizing client files, and ensuring compliance with company policies. Strong communication skills and customer service orientation contribute to effective problem-solving. Previous contributions led to enhanced team efficiency through process improvements and superior client management.

Overview

20
20
years of professional experience

Work History

Mortgage Sales Assistant

Arvest Bank
Cabot
01.2021 - Current
  • Assisted clients in completing mortgage applications and gathering necessary documentation.
  • Coordinated communication between loan officers and clients throughout the mortgage process.
  • Maintained accurate records of client interactions and loan processing activities.
  • Resolved client inquiries regarding loan status and requirements efficiently.
  • Supported marketing initiatives by creating promotional materials for mortgage offerings.
  • Prepared loan documents for review by underwriting and compliance teams.
  • Provided information on mortgage products and services to prospective borrowers.
  • Evaluated applicants' creditworthiness by reviewing credit reports and scoring models.
  • Communicated regularly with clients throughout the entire process from initial inquiry through closing.
  • Reviewed potential borrowers' financial information including income, liabilities, assets and employment history.
  • Developed relationships with real estate agents, builders, lenders and title companies in order to facilitate smooth closings of mortgages.

Mortgage Lender

Arvest Bank
Cabot
07.2020 - 01.2021
  • Evaluated loan applications to assess borrower eligibility and associated risks.
  • Collaborated with real estate agents to ensure seamless mortgage transactions.
  • Developed relationships with referral partners to increase business opportunities.
  • Reviewed financial documents for accuracy and compliance with lending regulations.
  • Educated clients on mortgage products and guided them through application processes.
  • Maintained up-to-date knowledge of banking regulations and industry best practices.
  • Provided expert guidance to customers in selecting suitable loan products.
  • Gathered client debt, credit, and income data to determine loan eligibility.

Mortgage Sales Assistant

Arvest Bank
Cabot
12.2016 - 07.2020
  • Assisted clients in completing mortgage applications and gathering necessary documentation.
  • Coordinated communication between loan officers and clients throughout the mortgage process.
  • Maintained accurate records of client interactions and loan processing activities.
  • Resolved client inquiries regarding loan status and requirements efficiently.
  • Supported marketing initiatives by creating promotional materials for mortgage offerings.
  • Prepared loan documents for review by underwriting and compliance teams.
  • Provided information on mortgage products and services to prospective borrowers.
  • Evaluated applicants' creditworthiness by reviewing credit reports and scoring models.
  • Communicated regularly with clients throughout the entire process from initial inquiry through closing.
  • Reviewed potential borrowers' financial information including income, liabilities, assets and employment history.
  • Developed relationships with real estate agents, builders, lenders and title companies in order to facilitate smooth closings of mortgages.

Deposit Counselor

Arvest Bank
Cabot
06.2009 - 12.2016
  • Guided clients on banking products and services to enhance understanding and engagement.
  • Delivered financial wellness counseling to support effective planning and decision-making.
  • Resolved customer issues promptly, ensuring high levels of satisfaction and service quality.
  • Facilitated new account setups, streamlining processes for improved client onboarding.

Teller

Arvest Bank
Fort Smith
10.2008 - 06.2009
  • Provided exceptional service to customers through in-person and telephone interactions.
  • Met or exceeded sales goals by effectively promoting bank products and services.
  • Ensured compliance with security measures during cash handling and transactions.
  • Maintained cash drawer integrity through diligent balancing procedures.
  • Collaborated with team members to improve workflow and service quality.
  • Executed operational, transactional, and customer support tasks using bank procedures and product knowledge.

Teller

Arvest Bank
Russellville
12.2005 - 10.2008
  • Provided exceptional service to customers through in-person and telephone interactions.
  • Met or exceeded sales goals by effectively promoting bank products and services.
  • Ensured compliance with security measures during cash handling and transactions.
  • Maintained cash drawer integrity through diligent balancing procedures.
  • Collaborated with team members to improve workflow and service quality.
  • Executed operational, transactional, and customer support tasks using bank procedures and product knowledge.

Education

Biology

Arkansas Tech University
Russellville, AR

Biological and Physical Sciences

University of Mississippi
University, MS

Skills

  • Mortgage application processing
  • Loan document preparation
  • Credit evaluation
  • Regulatory compliance
  • Financial analysis
  • Customer relationship management

Timeline

Mortgage Sales Assistant

Arvest Bank
01.2021 - Current

Mortgage Lender

Arvest Bank
07.2020 - 01.2021

Mortgage Sales Assistant

Arvest Bank
12.2016 - 07.2020

Deposit Counselor

Arvest Bank
06.2009 - 12.2016

Teller

Arvest Bank
10.2008 - 06.2009

Teller

Arvest Bank
12.2005 - 10.2008

Biology

Arkansas Tech University

Biological and Physical Sciences

University of Mississippi

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Lindsay Harp