Carter Mason
Detail-oriented and results-driven professional with an associate's degree and extensive experience in coordinating documentation, managing financial workflows, and supporting comp
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About
Detail-oriented and results-driven professional with an Associate's degree and extensive experience in coordinating documentation, managing financial workflows, and supporting complex transactions. Recognized for exceptional precision and accountability, adept at juggling multiple priorities while fostering effective communication among teams and clients. Proven track record in regulated environments demanding stringent documentation control, compliance, and financial accuracy.
Excels in fast-paced, detail-oriented roles where strong organizational skills and proactive follow-through contribute significantly to project success.
Experience
Mortgage Broker at Partners Mortgage (2024-04 – Present)
- Process and track large volumes of financial documentation including income verification, credit data, and compliance records.
- Coordinate between lenders, underwriters, title companies, insurance agents, and clients to ensure transactions move forward efficiently.
- Coordinate and communicate to stakeholders over multiple time zones.
- Review financial records for accuracy and completeness before submission to underwriting teams.
- Maintain organized digital file structures and ensure proper documentation retention for regulatory compliance.
- Track deadlines, missing documentation, and required updates across multiple active transactions simultaneously.
- Communicate with third-party vendors and partners to resolve issues and maintain workflow continuity.
- Manage sensitive financial information with a high degree of accuracy and confidentiality.
- Developed customized mortgage solutions aligning with client financial goals.
- Analyzed market trends to advise clients on optimal loan products.
- Conducted comprehensive financial assessments to determine client eligibility for various mortgage options.
- Created informative presentations and social media ads to educate clients about mortgage products and market conditions.
Project Coordinator, Commercial Drone Operator at Black Rock Crushing (2020-06 – 2024-02)
- Coordinated project schedules, deliverables, and client expectations across multiple engagements.
- Managed project documentation, contracts, and service agreements.
- Maintained organized records of projects, deliverables, and client communications.
- Delivered projects on deadline while maintaining high attention to detail and client satisfaction.
- Operated drones for aerial photography and videography, ensuring high-quality visuals for various projects.
- Performed pre-flight inspections and developed efficient, regulation-compliant flight plans.
- Collaborated with clients to determine project specifications and deliver tailored aerial solutions.
- Collaborated effectively with cross-functional teams for seamless mission coordination and execution.
Education
Associate of Arts in Business, Economics – Randolph Community College (2023-12)
