Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Angel K. Ross

Tucson

Summary

Advanced professional with team leader abilities, coupled with extensive experience processing for lenders, mortgage brokers, escrow companies, underwriters, and banks. Excellent written, communication and phone skills, computer literate, detailed oriented with the ability to perform accurate data entry, self-motivated with the ability to work independently but still be part of a close-knit team, ability to multi-task and make decisions under pressure, and highly dependable.

Overview

6
6
years of professional experience

Work History

Eligibility Interviewer

Department of Economics Security
04.2023 - 10.2024
  • Maintained professional development through regular participation in trainings and workshops on relevant topics related to eligibility determination.
  • Established positive relationships with community partners that facilitated increased support and resources for clients in need.
  • Streamlined communication between departments, ensuring smooth coordination and quicker completion of tasks related to determining eligibility.
  • Enhanced client satisfaction by delivering accurate and timely information during eligibility interviews.
  • Leveraged strong analytical skills to evaluate complex financial documents necessary for determining program eligibility accurately without compromising timeliness or quality of service delivery.
  • Promoted an inclusive environment by treating all clients with respect and dignity, regardless of their background or circumstances.
  • Increased client trust by maintaining strict confidentiality with sensitive personal information during interviews and throughout the application process.

OFFICE ASSISTANT/PRODUCTION MGR/LOAN COORDINATOR

GUARANTEED RATE, INC.
12.2019 - 02.2023
  • Maintain daily pipeline report & backlog
  • Work with lenders, credit review, and obtained borrowers documents required to underwrite and thereafter close loans
  • Organize loan files, prepare and maintain needs lists, and follow up as required to ensure receipt of all necessary documentation
  • Track for receipt of commitment letters and loan conditions
  • Coordinate final preparation of loan documents and closing procedures with title officers and closing attorneys
  • Complete pre-closing quality control and funding checklist and loan set up sheet for booking
  • Review residential appraisals for 1-4 family properties
  • Monitor and complete HMDA and CRA tracking sheet
  • Engage outside construction inspectors, title updates and monitor transactions with builders

BRANCH PROCESSOR

FAIRWAY INDEPENDENT MORTGAGE
12.2020 - 04.2021
  • Maintain daily pipeline report & backlog
  • Work with lenders, credit review, and obtained borrowers documents required to underwrite and thereafter close loans
  • Organize loan files, prepare and maintain needs lists, and follow up as required to ensure receipt of all necessary documentation
  • Track for receipt of commitment letters and loan conditions
  • Coordinate final preparation of loan documents and closing procedures with title officers and closing attorneys
  • Complete pre-closing quality control and funding checklist and loan set up sheet for booking
  • Review residential appraisals for 1-4 family properties
  • Monitor and complete HMDA and CRA tracking sheet
  • Engage outside construction inspectors, title updates and monitor transactions with builders

LOAN PROCESSOR/RECEPTIONIST/ADMIN ASST

ECONOLEND, LLC
01.2019 - 11.2019
  • Ensure stipulations and documentation are in order & valid before submitting to funding
  • Review credit reports, calculate income, examine book valuations
  • Communicate with dealers and team members
  • Develop and maintain strong customer service with customers, vendors, and dealerships
  • Understand and follow the policies and procedures in place
  • Ensure all customers auto insurance policy are current
  • Collection of car payments

Education

ACCOUNTING CERTIFICATION -

HEALD BUSINESS COLLEGE
SAN FRANCISCO, CA
10.1992

Skills

  • Accounting
  • Proficient with LOS systems
  • Excellent interpersonal and communication skills
  • Poised under pressure
  • Team player / leader
  • Fun and energetic
  • Verbal communication
  • Positive attitude
  • Underwriting guidelines

Hobbies and Interests

  • Art
  • Hiking
  • Traveling

Timeline

Eligibility Interviewer

Department of Economics Security
04.2023 - 10.2024

BRANCH PROCESSOR

FAIRWAY INDEPENDENT MORTGAGE
12.2020 - 04.2021

OFFICE ASSISTANT/PRODUCTION MGR/LOAN COORDINATOR

GUARANTEED RATE, INC.
12.2019 - 02.2023

LOAN PROCESSOR/RECEPTIONIST/ADMIN ASST

ECONOLEND, LLC
01.2019 - 11.2019

ACCOUNTING CERTIFICATION -

HEALD BUSINESS COLLEGE
Angel K. Ross