Barbara Pantley
Lynnwood,Washington
Summary
Dedicated and seasoned Transaction Coordinator with a robust 15-year track record in the financial industry. Adept at efficiently managing documentation and ensuring strict compliance with regulatory standards. Known for fostering effective communication with internal teams, clients, and stakeholders to streamline processes and meet stringent deadlines. I am now seeking a career change, eager to leverage my extensive skills effectively to a dynamic team and drive continued success in any industry
Overview
9
9
years of professional experience
Work History
Production Partner / Transaction Coordinator
Movement Mortgage
12.2022 - Current
- · Manages the process of 20+ multiple loan files concurrently from contract to close for multiple loan officers.
- · Demonstrates expertise in reviewing loan documentation ensuring strict adherence to regulatory and internal guidelines, resulting in a 15% reduction in errors and improved overall loan processing time.
- · Diligently reviews closing fees, to proactively prevent "cost to cure" scenarios, identifies and rectifies discrepancies pre-closing to minimize the need for post-closing corrections.
- · Demonstrates precision in underwriting submissions, resulting in significant reduction of approval conditions by 25%.
- · Recognized for consistently meeting or exceeding closing deadlines, contributing to team efficiency.
- · Builds strong and lasting relationship with clients and agents, fostering loyalty and contributing to growth and repeat business.
- · Implemented Salesforce database to track loan volume, resulting in a 20% increase in data accuracy, and streamlined reporting processes.
Transaction Coordinator to Branch Manger
Caliber Home Loans
09.2015 - 12.2022
- · Processed multiple loan transaction from start to finish, maintaining fast paced schedule for on time closings.
- · Inspected loan package documentation to identify suspicious or fraudulent elements.
- · Reviewed loan approvals, title reports and appraisals for conditions and exceptions.
- · Provided timely and comprehensive updates to all relevant parties, maintaining transparency.
Skills
- Transaction Management
- Organization Expertise
- Attention to Detail
- Problem Solving
- Compliance Management
- Internal / External Client Service
- Collaboration
- Software Proficiency
Timeline
Production Partner / Transaction Coordinator
Movement Mortgage
12.2022 - Current
Transaction Coordinator to Branch Manger
Caliber Home Loans
09.2015 - 12.2022
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