Cassidy Hortman

Cassidy Hortman

Executive Assistant/ Loan Coordinator

Followers of Cassidy Hortman17 followers
location of Cassidy HortmanProsper, Texas, United States

Connect with Cassidy Hortman to Send Message

Connect

Connect with Cassidy Hortman to Send Message

Connect
  • Timeline

  • About me

    Administrative/Clerical Assistant

  • Education

    • Navarro College

      -
  • 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
    • Alpha & Omega Door Company - Cmac Roofing

      Jul 2022 - Dec 2024
      Administrative Assistant
  • Licenses & Certifications