Cassidy Hortman

Experience

• 

  Fairway Independent Mortgage Corporation

  Feb 2020 - Feb 2021

  Executive Assistant/ Loan Coordinator

  - Manage loan pipeline and keep all parties updated on loan status and timeline dates - Create and manage internal timeline/ update milestone dates as needed to ensure accuracy - Prepare expense report (personal and business) monthly for branch manager - Order third party services for loan and follow up on status - Request additional documentation/information from clients needed for loan file - Purchase office supplies/prepare closing gifts for clients- Manage and update realtor/partner database as needed - Coordinate and schedule meetings between branch manager and clients/partners - Order catering for meetings/marketing classes as directed Show less

• 

  Service First Mortgage

  Mar 2021 - Feb 2022

  - Order all requested services including title, appraisal, verification of employment, payoff quote, homeowner’s insurance- Follow up daily on services ordered to ensure received in a timely manner - update all parties tracking order on status/progress - Review loan files following corporate setup checklist to ensure completion and that file meets minimum standards to submit to processing - Request any additional documentation needed on loan files from loan officer and follow up accordingly Show less

  • Junior Processor

    Nov 2021 - Feb 2022

  • Production Associate/Administrative Assistant

    Mar 2021 - Nov 2021
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  Alpha & Omega Door Company - Cmac Roofing

  Jul 2022 - Dec 2024

  Administrative Assistant