Creative customer care professional dedicated to consistently surpassing service goals with unparalleled support for customer needs. Smoothly manages homeowner warranty repair requests by applying strong organizational, research and time management skills. Solid history of success in completing cases and receiving excellent surveys.
Overview
24
24
years of professional experience
Work History
Customer Care Specialist II/Senior Warranty Rep
Richmond American Homes
12.2020 - 12.2022
Respond to homeowner needs in a timely, efficient, courteous and professional manner related to warranty items that need repair
Perform assessment of all repair items requested by homeowner
Build strong relationships with trade partners and homeowners
Schedule all trade work and manage all repair projects in person and follow up with all parties to ensure 100% of the warrantable work has been completed
Responsible for controlling costs, purchase orders, work orders
Assist construction team to complete any rollover repairs listed at time of closing
Follow up and check in with homeowner to maintain the relationship and receive excellent homeowner survey at all CE touchpoints throughout the first year
Sales and Finance Coordinator
YES Communities
07.2019 - 12.2020
Manage home loan and broker sales pipeline for 6 regions across the US
Assist communities and sales agents with loan applications, conditions, and resolve underwriting issues with lenders
Ensure proper completion of sales and lending transactions for compliance and sales reporting
Partner with regional and national sales manager to convert loan denials to approvals and exceed sales budgets in each region
Assist underwriters to maintain compliance with our underwriting guidelines
Loan officer
SDA/Vintage
10.2018 - 07.2019
Had been laid off from Colten Mortgage and decided to try a new industry as a sales and development agent., assistant to one of the managing partners
Met with clients, structured and organized loan packages for underwriting, ran DU, LP, ordered title and appraisals, IRS transcripts and other third party verifications
Reviewed HUDs for accuracy and attended closings
Loan Officer Assistant/Colten Mortgage
09.2017 - 07.2018
Prepared and sent initial disclosures and COCs for all files and followed up with borrowers to meet timelines
Assisted the Loan Officers with pre-qualifying borrowers, loan structuring and requesting borrower documentation
Helped with new loan officer training
Managed new file prospect pipeline for all Loan Officers and submitting file to processing department
Analyzed income and asset documentation
Insurance Sales Executive
Colorado Escrow, Homestead
09.2013 - 08.2017
Title
First Integrity Title
Prospected and developed relationships with Realtors and lenders in the Denver and surrounding areas to bring in title insurance orders
Designed marketing material for email campaigns as well as face to face meetings with Realtors to provide information about the niche products and services that set the company above other title companies
Acted as a liaison between realtors, lenders and closers to ensure transactions were closed on time and tackled and problems that may arise during the real estate transaction
Hosted and sponsored various events to develop business relationships i.e
Golf tournaments, bowling tournaments, happy hours, luncheons and real estate classes
Loan Officer Assistant/Senior Processor
Zinc Financial/Zakhem and Company
06.2010 - 09.2013
Managed loan files from inception through closing for FHA, VA and Conventional loans, structured loan programs and prepared loan applications and disclosures through Point and Encompass, met with clients to review and sign disclosures and collect required documentation for submitting loan files to processing and underwriting
Worked closely with title company closers and processors, loan processors and other third party vendors to ensure accurate numbers and a smooth loan transaction for clients
Calculated income, analyzed tax returns, ordered title, appraisals, flood certs, tax transcripts, Verifications of Employment and other third party reports
Monitored file through processing and underwriting, worked with clients to satisfy conditions, maintaining relationships through excellent communication with clients, realtors, and title companies
Reviewed closing documents for accuracy and attended closings to assist clients with closing documents
Senior Loan Processor/ Loan Officer Assistant
Meridian Lending
06.2009 - 06.2010
Processed FHA, VA and Conventional loans for a team of loan officers
Sales Assistant/Executive Assistant to CEO
Janco Partners
03.2007 - 06.2009
Obtained Series 7 license
Executive level assistant handling AP/AR, maintaining inventory, travel and nationwide meeting and events, shipping and vendor account management, assisting sales and trading team with opening new brokerage accounts and conducted research for the Head of Investment Banking
Aided Compliance Officer with AML regulation, account and file maintenance and employee records
Obtained SERIES 7 License
Loan Processing and Compliance
Funding
02.2003 - 09.2006
Manager, Ace Mortgage
Escrow Closer
Builder Department
02.2002 - 01.2003
Presented real estate and mortgage loan closing packages to buyers for purchases
Worked closely with realtors and mortgage companies to ensure accurate figures to prepare HUDs
Processed files to obtain figures and information for real estate closing transactions and to clear any issues in title
Senior Loan Processor
Continental Homes, a DR Horton
06.2000 - 02.2002
And quickly promoted to Processing and Compliance Manager
Implemented processing systems, performed compliance on closed files, researched and remedied file compliance issues
Raised level of compliance to highest of 26 branched nationwide, organized and facilitated training for loan officers, developed and maintained relationships with underwriters and lender representatives, communicated and resolved underwriting and post-closing issues with lenders and title companies, reviewed HUD for accuracy and attended loan closings, Processed new purchase mortgage loans for builder
Obtained limited underwriting certificate to approve LP files
Worked with the builder sales team and their clients to make sure loans were approved and closing on time
Commercial Loan Processor
Funding
06.1998 - 06.2000
Processed commercial loans for small apartment buildings through LaSalle Bank
Gathered information from clients, ordered all third party reports and verifications including ILCs, Environmental Reports and Property Management Reports
Prepared files for underwriting and closing
Education
Business
Northern Virginia Community College
Annandale, VA
Business And Architecture
Arapahoe Community College
Littleton, CO
Senior High - Advanced Diploma
Woodbridge Senior High
Woodbridge, VA
05.1991
Skills
Developing and maintaining relationships with homeowners and trades