Versatile loan processing professional specializing in customer service and lending standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Overview
10
10
years of professional experience
Work History
Processing Team Lead
Crosscountry Mortgage
12.2018 - Current
Led, mentored and supervised loan processing and disclosure teams
Managed team and customer escalations in a collaborative and effective manner
Reviewed timecards, PTO, and sick-time requests via Workday
Maintained individual pipeline, processing hundreds of loan applications efficiently
Reconciled loan fees and verified accuracy of interest, principal and closing costs
Ordered and reviewed necessary loan documentation, such as credit reports, flood certs, and property appraisals
Communicated with loan officers, underwriters, and other team members to ensure a smooth loan processing experience
Review loan documents to ensure compliance with company policies and industry standards
Maintained up-to-date knowledge of industry regulations and guidelines
Loan Officer Assistant
RPM Mortgage
08.2018 - 12.2018
Properly entered information into the company's Loan Origination System and verified the completeness of data in applications
Requested and followed-up with borrowers on outstanding documentation
Actively collaborated with team members to troubleshoot issues quickly
Ensured the privacy and security of a customer's files every step of the way
Loan Officer Assistant
Directors Mortgage
06.2016 - 08.2018
Maintained Loan Officer's calendar by scheduling all client and realtor appointments
Answered and directed all phone inquires
Communicated with customers daily to request information and complete paperwork
Liaised with clients to guide through loan closing process and skillfully handle any concerns
Interviewed loan applicants to obtain personal and financial data to assist in completing applications
Monitored and updated filing systems to meet organization standards
Billing Representative
Spectrum
06.2014 - 06.2016
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Exhibited high energy and professionalism when dealing with clients and staff.
Education
98 Credits - Communications
Point Park University
Pittsburgh, PA
08.2012
High School Diploma -
Brookings-Harbor High School
Brookings, OR
06.2009
Skills
Ability to manage multiple concurrent deadlines
Exceptional attention to detail
Problem Solving
Client Service
Verbal and Written Communication
Quick Learner
File and Database Management
Microsoft Office
Timeline
Processing Team Lead
Crosscountry Mortgage
12.2018 - Current
Loan Officer Assistant
RPM Mortgage
08.2018 - 12.2018
Loan Officer Assistant
Directors Mortgage
06.2016 - 08.2018
Billing Representative
Spectrum
06.2014 - 06.2016
98 Credits - Communications
Point Park University
High School Diploma -
Brookings-Harbor High School
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PHILIP G. FLORESPHILIP G. FLORES
Region Business Development Manager at CrossCountry MortgageRegion Business Development Manager at CrossCountry Mortgage