Summary
Overview
Work History
Education
Skills
Certification
SUMMARY OF PROFESSIONAL QUALIFICATIONS
Timeline
Generic

Amy Thomsen

Hillsboro,OR

Summary

Dynamic and detail-oriented professional with over 25 years of experience in the mortgage industry, dedicated to delivering exceptional service and fostering strong client relationships. Proven ability to thrive in fast-paced environments while maintaining high levels of organization and efficiency. Eager to contribute expertise to a motivated company that prioritizes quality service and values teamwork. Committed to leveraging extensive industry knowledge to drive success and enhance client satisfaction.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Client Review Specialist

FBC Mortgage LLC
07.2022 - 11.2025
  • Conducted thorough reviews of mortgage broker applications to ensure compliance with regulatory standards.
  • Collaborated with management teams to streamline documentation processes and improve workflow efficiency.
  • Implemented quality control measures, enhancing the accuracy of new client processing, and reducing errors.
  • Analyzed financial data to support decision-making in client approvals and risk management strategies.
  • Developed training materials for staff, promoting consistent understanding of review protocols and compliance requirements.
  • Successfully managed multiple competing priorities, balancing workload and ensuring consistent delivery of high-quality reviews.
  • Developed comprehensive training materials for new hires, facilitating their seamless integration into the team.
  • Implemented best practices for documentation management, ensuring easy access to critical information when needed.
  • Analyzed complex data sets, providing valuable insights for decision-making purposes.
  • Established strong relationships with clients, addressing concerns promptly and maintaining open lines of communication.
  • Analyzed client background, credit reports, financials, company licensing, and ensured all were up to date for management review.

Senior Closer

FBC Mortgage LLC
08.2015 - 07.2022
  • Led closing processes for residential mortgage transactions, ensuring compliance with regulatory standards.
  • Mentored junior closers, enhancing team performance and knowledge retention.
  • Streamlined closing procedures, reducing turnaround time and increasing client satisfaction.
  • Reviewed loan documentation for accuracy, mitigating risks associated with discrepancies.
  • Collaborated with sales and underwriting teams to resolve issues promptly during the closing process.
  • Developed training materials for new closers, fostering a culture of continuous improvement and efficiency.
  • Implemented best practices in document management systems to enhance operational effectiveness.
  • Mitigated the risk of potential legal disputes by ensuring all necessary documentation was completed and recorded accurately.
  • Reduced errors in loan documentation by meticulously reviewing loan packages for accuracy and compliance.
  • Assisted in training new team members on company policies, procedures, and software applications to ensure consistent performance standards across the department.
  • Maintained a high level of customer satisfaction with personalized service and prompt communication throughout the entire closing process.
  • Demonstrated expert knowledge of industry regulations and guidelines by staying current on updates and changes within the field.

Closer/Compliance/Set up Team Lead

Plaza Home Mortgage
06.2006 - 07.2015

Secondary Coordinator, Banker, Doc Drawer

Sunset Direct Lending, LLC
06.2005 - 05.2006

Closer I, Mortgage Assistant

Meritage Mortgage
02.2002 - 06.2005

Mortgage Assistant

Randstad Employment Agency
10.2001 - 02.2002

Customer Relations Manager

Sitel Corporation
01.2000 - 01.2001

Supervisor of Customer Service, Customer Service Representative

Trader Publishing Company
01.1997 - 01.2000

Education

No Degree - Emphasis in Computer & Math

Portland Community College-Rock Creek
01.1997

Diploma - undefined

Beaverton High School
01.1995

Skills

  • Encompass, Optimal Blue (Comergence) NMLS, FHA Connection, VA Portal, Excel, Windows, Dos, 10 key BT, Compliance Ease,
  • Document compliance
  • Quality control measures
  • Regulatory standards
  • Data analysis
  • Process improvement
  • Risk management
  • Client relationship management

Certification

  • Encompass Training (2015)
  • Compliance Eagle Training (2009)
  • LSSI Training (2006)
  • Closer I Training (2004)
  • Mortgage Assistant Training (2001)
  • Sitel Customer Relations Manager Training (2000)
  • Trader Publishing: Completed Basic Supervisor Seminar (1999)
  • Trader Publishing: Completed How to handle Difficult and Demanding Customers Seminar (2000)
  • Renaissance: Completed Telephone Technique Training (1997)
  • Renaissance: Completed Customer Service and Credit Card Training (1997)

SUMMARY OF PROFESSIONAL QUALIFICATIONS

  • Customer Service:
  • Executed and oversaw background and credit checks for new clients
  • Coordinated formal review of current and future broker clients
  • Executed communications with management and staff
  • Maintained state license's for all new and current clients and Loan Officers
  • Ensured accuracy of login’s for all clients and Account Executives
  • Executed changes to client broker compensation
  • Maintained accurate records for all new and current clients
  • Worked directly with Investors to ensure quality and accuracy on loan files
  • Worked directly with title and escrow companies to ensure all loan documents are accurate and complete for signing.
  • Strong customer service and problem solving skills and experience
  • Verbal Verifications of Employment/Account ownership
  • In charge of department opening and closing procedures & operations in supervisor’s absence
  • Strong sales skills both over the phone and in person
  • Self-motivated and competent in making independent decisions
  • Enjoy working on a team with co-workers but have many years of remote employment
  • Administrative and Management
  • Reviewed current and previous financial for new clients
  • Reviewed company profiles and websites, NMLS and license information
  • Reviewed loan documents for inaccuracies and made any corrections necessary.
  • General administrative duties
  • Completing daily input logs
  • Completing department daily and monthly input logs
  • Ordering credit reports and flood certificates
  • Ordering wire instructions/CPL’s/E&O’s/Insurance letters & changes/changes to preliminary title reports
  • Required to meet specific number of files daily
  • Required to be accurate with all information provided in files
  • Completing accurate loan mortgage documents and packages
  • Assisting escrow/title officers with retrieving loan document packages and correcting any errors prior to signing.
  • Enjoy helping people succeed, receive information or services
  • In charge of printing documents and compiling information for reports

Timeline

Client Review Specialist

FBC Mortgage LLC
07.2022 - 11.2025

Senior Closer

FBC Mortgage LLC
08.2015 - 07.2022

Closer/Compliance/Set up Team Lead

Plaza Home Mortgage
06.2006 - 07.2015

Secondary Coordinator, Banker, Doc Drawer

Sunset Direct Lending, LLC
06.2005 - 05.2006

Closer I, Mortgage Assistant

Meritage Mortgage
02.2002 - 06.2005

Mortgage Assistant

Randstad Employment Agency
10.2001 - 02.2002

Customer Relations Manager

Sitel Corporation
01.2000 - 01.2001

Supervisor of Customer Service, Customer Service Representative

Trader Publishing Company
01.1997 - 01.2000

Diploma - undefined

Beaverton High School

No Degree - Emphasis in Computer & Math

Portland Community College-Rock Creek
Amy Thomsen