Open to opportunities

J T E

@jte

Message

I streamline compliant real estate loan processing, office operations, and client service.

United States

Message

What I'm looking for

I'm looking to apply my loan processing, office operations, compliance, and team leadership experience to help a dynamic financial institution improve workflows, client service, and operational results.

I've managed end-to-end real estate loan processing at Nexus Private Capital, helping build a streamlined loan cycle that supported 22 closings in one month and fund growth from $20M to $118M. I also implemented construction draw processes, coordinated with title companies and attorneys, and strengthened record retention and compliance.

At Park Place Finance and First National Bank of Bastrop, I support compliant loan originations, quality reviews, funding, closing coordination, and borrower communication. My background also includes office operations, staff training, process documentation, risk monitoring, and customer service across financial, education, government, healthcare, and medical-practice environments.

Experience

Work history, roles, and key accomplishments

Loan Officer Assistant

Park Place Finance

Feb 2025 - Jul 2026 (1 year 5 months)

Supported loan officers in processing real estate loans, coordinating all stages from application to closing. Maintained compliance and provided excellent customer service.

Loan Processing Customer Service Documentation Compliance Loan Origination Systems

Loan Specialist

First National Bank of Bastrop

Mar 2024 - Feb 2025 (11 months)

Analyzed and evaluated commercial and home loans for regulatory compliance and credit risk. Processed, tracked, and funded loans, and performed quality assurance reviews.

Loan Analysis Risk Assessment Quality Assurance Document Management Excel

Operations Manager & Loan Specialist

Nexus Private Capital

Oct 2018 - Mar 2024 (5 years 5 months)

Directed end-to-end loan processing and managed office operations. Led development of streamlined loan cycles, increasing fund assets from $20M to $118M.

Operations Management Loan Processing Stakeholder Management Marketing Training

Administrative Assistant II

National American University

Jul 2017 - Oct 2018 (1 year 3 months)

Provided administrative support to department heads, managed office functions, and developed tracking documents. Implemented archival systems and improved presentation quality.

Microsoft Office Document Management Event Coordination Data Tracking

Administrative Assistant I

City of San Antonio

Feb 2014 - Jul 2017 (3 years 5 months)

Supported department managers with reports, correspondence, and recruitment. Processed passport applications and trained new team members.

Administrative Support Customer Service Training Data Privacy Spanish

Office & Front Desk Officer

Sport Medicine Associates

Sep 2010 - May 2014 (3 years 8 months)

Managed a busy medical practice, handling scheduling, patient inquiries, and insurance forms. Promoted to team leader and trainer, and achieved CHAA HIPAA certification.

Medical Office Management Scheduling Insurance Processing HIPAA compliance Team Leadership