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Krystal Podesta

@krystalpodesta

I’m a detail-oriented professional with 5+ years of finance experience, 10+ years of customer service experience, and a Bachelor’s degree in Marketing

United States

Message

What I'm looking for

I'm looking to apply my mortgage and loan-processing experience in a client-focused role where I can coordinate files, resolve production issues, and support customers through closing.

I’m a detail-oriented professional with 5+ years of finance experience, 10+ years of customer service experience, and a Bachelor’s degree in Marketing. My finance background includes boat financing, where I reviewed credit and made loan approval decisions, as well as mortgage financing and loan coordination, where I managed pipelines, collected and organized financial data and documentation, and worked closely with underwriting to move loans through approval and closing. I’m currently seeking flexible, project-based remote work involving finance administration, data entry and cleanup, research, document management, spreadsheets, administrative support, and project coordination. I’m dependable, organized, quick to learn new systems, and comfortable working independently with detailed and sensitive information.

Experience

Work history, roles, and key accomplishments

Mortgage Loan Coordinator - Team Lead

Society Mortgage

Jun 2021 - Aug 2023 (2 years 2 months)

Responsible for hiring, training, and termination of staff. Assigned files and maintained even distribution of loan files, resolving file problems and bottlenecks throughout production and underwriting.

Mortgage Loan Origination Loan Processing Credit File Updates Loan Maintenance Team Leadership Corporate Trainer

Mortgage Loan Officer

Society Mortgage

Dec 2020 - Jun 2021 (6 months)

Reviewed financial documents including tax returns, bank statements, and pay stubs to verify borrower information. Developed and maintained relationships with customers, real estate agents, and title companies, managing loan pipeline from pre-qualification through closing.

Mortgage Loan Origination Customer Relationship Management Credit History Review Loan Processing Financial Document Review

Business Assistant

White River Marine Group

Oct 2015 - Dec 2020 (5 years 2 months)

Imported credit application data and assisted clients with obtaining financing through various lenders. Prepared finance documents and state forms for motor vehicle purchases, and supported sales team with finance, exportation, and tax-exemption issues.

Credit Processing Financial Document Preparation Customer Assistance Sales Support