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
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