Multifaceted and goal-oriented Administrative Assistant recognized for demonstrating a balance of intuitive and logical thinking in effective decision-making and problem-solving.
Overview
20
20
years of professional experience
Work History
Post-Closing Manager
Vision One Mortgage, Inc.
10.2019 - Current
Reviewed closed mortgage loans for saleability.
Shipped notes and loans and satisfied investors’ conditions.
Identified trending deficiencies, implemented corrective action plans, and stayed updated with investor overlays.
Transferred MERS, handled re-recordings as needed, and ensured trailing documents were collected and processed.
Completed VA and FHA mortgage insuring and HMDA reporting.
Compliance Coordinator
Vision One Mortgage, Inc.
01.2018 - 10.2019
Adherence to State and Federal rules and regulations, and FHA, CALHFA, and VA guidelines, and TRID rule requirements.
Reviewed, packaged, and delivered pre-closing and post-closing files to third parties for in-depth audits.
Investigated deficiencies and developed corrective action plans.
Implemented compliance testing and employee training.
Maintained monthly management reporting.
Funder
Vision One Mortgage, Inc.
06.2009 - 02.2018
Ensured the funding of FHA, CALHFA, VA, and HECM loans; funded 100+ loans through multiple warehouse banks each month.
Reviewed and cleared executed loan documents, TRID disclosures, and funding conditions.
MERS and FHA tasks: registrations, queries, updates, and transfers.
Reviewed and approved final settlement statements for escrow/title disbursements.
Prepared and issued the post-consummation closing disclosures.
Administrative Assistant
Alta Inc, DBA Wall Street Mortgage Group
02.2007 - 06.2009
Facilitated in the implementation of administrative procedures.
Created and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Facilitated payroll, accounts payables and receivables, and other basic bookkeeping tasks.
Monitored and maintained management and sales teams' calendars, and organized conferences, luncheons, and company gatherings.
Took inventory and ordered office supplies as needed.
Receptionist
Alta Inc, DBA Wall Street Mortgage Group
03.2006 - 06.2009
Managed the office calendar and record filing.
Directed incoming calls and responded to emails promptly.
Maintained a clean and organized reception area and professionally greeted visitors in a friendly manner.
Handled inventory and stocking, and sorted and distributed mail.
Operated office equipment such as a multi-line phone system, computers, and printer/fax/copy/scan machines.
Barista
Cafe Ruba
11.2003 - 04.2006
Regularly opened and closed the establishment and delivered positive and friendly customer service.
Processed orders and payments and prepared and served hot and cold drinks and foods.
Created special recipe items and incentives to attract new customers and enhance customer loyalty.
Performed cleaning and sanitizing duties and basic equipment maintenance and troubleshooting.
Monitored and maintained inventory and stocking.
Jr. Copywriter
Tarbell Realtors
09.2004 - 10.2005
Facilitated enhancement of brand recognition.
Worked in close liaison with the senior copywriters, collaborating, writing, editing, and proofreading copy.
Produced high-quality creative copy for print and digital advertising, including updating existing web content.
Researched industry trends and best practices; utilized SEO and keyword research.
Managed multiple projects daily and met all deadlines.
Education
Certificate - Human Resource Associate Professional
HR Certification Institute
06.2024
American Society of Administrative Professionals
06.2024
Concordia University
Irvine, CA
12.2004
Associate of Arts - English
Fullerton College
Fullerton, CA
05.2002
High School Diploma -
Cerritos High School
Cerritos, CA
06.1992
Skills
Microsoft Office 365
QuickBooks Online
AUS/DU, Calyx Point, Prolender
TRID Rule
Training and Development
Risk Management
Verbal/Written Communication
Teamwork and Collaboration
Customer Service
Time Management
Timeline
Post-Closing Manager
Vision One Mortgage, Inc.
10.2019 - Current
Compliance Coordinator
Vision One Mortgage, Inc.
01.2018 - 10.2019
Funder
Vision One Mortgage, Inc.
06.2009 - 02.2018
Administrative Assistant
Alta Inc, DBA Wall Street Mortgage Group
02.2007 - 06.2009
Receptionist
Alta Inc, DBA Wall Street Mortgage Group
03.2006 - 06.2009
Jr. Copywriter
Tarbell Realtors
09.2004 - 10.2005
Barista
Cafe Ruba
11.2003 - 04.2006
Certificate - Human Resource Associate Professional