Detail-oriented and methodical Closer successful in assembling closing documentation for commerical loans. Works quickly and accurately to meet strict standards, clear issues and prepare document packages. Handles industry-funded and government-backed loans with skill and efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Loan Closer I
StanCorp Mortgage Investors, The Standard
09.2021 - 11.2021
Analyzed conditions and legal requirements of real estate loan commitments.
Prepared all loan documents and closing instructions for escrow and title companies
Coordinating workloads and files with legal counsel, correspondents, title companies, escrow services and borrowers
Collaborated with legal counsel, correspondent, title and escrow companies to clarify requirements and establish funding schedules.
Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
Created draft and final loan documents to support loan funding timelines.
Review preliminary title reports for conditions effecting the Company's first lien position and/or underlying collateral quality.
Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Policy Administration Specialist
The Standard
01.2015 - 09.2021
Ran daily spreadsheets and generated reports reflecting total applications of previous day for disability and life coverage in district.
Checked documentation for accuracy and validity, auditing it against trends and forecasts.
Collaborated with sales team, managers, and district presidents on relaying accurate client information and generated number for campaigns.
Worked as go-to for all questions and concerns from district, updating appropriate paperwork and
Determined eligibility of client as per union guidelines and contract.
Communicated with eligible clients and enrolled in preferred programs, troubleshooting claims and loading missing/updated information.
Heavy data entry for client applications, with emphasis on accuracy and timely processing for medical claims and billing errors.
Education
Biology
Portland Community College
Portland, OR
2015
Skills
Commercial Real Estate
Customer Accounts Management
Application Reviews
Title Document Preparation
Closing Costs Calculation
Loss Protection
Loan Evaluations
Loan Operations
Mortgage Loan Closing
Processing Loan Applications
Microsoft Office
Languages
English
Native or Bilingual
Persian
Native or Bilingual
References
Available upon request
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Thy TranThy Tran
Mortgage Loan Analyst at StanCorp Mortgage InvestorsMortgage Loan Analyst at StanCorp Mortgage Investors