Bill Morris
Carmichael,California
Summary
Experienced administrative professional offering solid background in loan processing operations, finance and customer service skills. Successfully manages high volumes of tasks in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Comfortable working alone or with team members to accomplish tasks and enhance processes. Highly-motivated employee with desire to take on new challenges and provide innovative ways for upgraded efficiency. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Devoted to giving every customer a positive and memorable experience.
Overview
35
35
years of professional experience
Work History
Loan Closer/Senior Funder
American Pacific Mortgage Corporation
Roseville, CA
10.2010 - 08.2023
- Handled pipeline of active deals in closing stage.
- Completed final closeout of systems after loan funding.
- Ensured that all documentation is properly signed off by parties involved prior to closing.
- Reviewed title commitment and insurance policies to support pre-closing documentation.
- Managed and resolved concerns, problems or issues to avoid closing delays.
- Resolved any discrepancies found during the closing process in a timely manner.
- Reviewed loan documents for accuracy and completeness.
- Scanned and uploaded loan and related documents into system.
- Reviewed and corrected errors on interest, principal and closing costs.
Mortgage Loan Closer
Washington Mutual Bank
Sacramento, CA
07.2003 - 11.2009
- Adhered to established policies and procedures when preparing closing documents.
- Verified accuracy of information on mortgage documents.
- Recognized by management for providing exceptional customer service.
Beverage Manager
D'Andrea Golf Club
Reno, NV
07.2000 - 12.2002
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Monitored stock levels and placed orders when necessary to maintain adequate supplies.
- Supervised bar staff including scheduling shifts, assigning tasks, providing guidance and monitoring performance.
- Worked in close collaboration with team members to ensure customers received high-quality service.
Room Service Mgr
Hyatt Regency
Sacramento, CA
08.1988 - 06.1999
- Participated in regular meetings with department heads to discuss issues related to restaurant operations.
- Scheduled staff shifts based on demand forecasts generated from past trends in room service orders.
- Managed inventory levels of all necessary supplies for efficient operation.
Education
Associate of Arts - Finance
American River College
Sacramento, CA06-1988
Skills
- File Management
- Regulatory Compliance
- Data Collection
- Loan Disbursement
- Calculations Review
- Mortgage Loan Processing
- Data Entry
- Decision-Making
- Closing Documentation
- Funds Disbursement Application
- Customer Service
- Critical Thinking
Accomplishments
- Senior funder for highly successful mortgage company
- 110 % award winner
- Personally produced and integrated updated loan process for greater efficiency
- Achieved company records for production and longevity
References
References available upon request.
Timeline
Loan Closer/Senior Funder
American Pacific Mortgage Corporation
10.2010 - 08.2023
Mortgage Loan Closer
Washington Mutual Bank
07.2003 - 11.2009
Beverage Manager
D'Andrea Golf Club
07.2000 - 12.2002
Room Service Mgr
Hyatt Regency
08.1988 - 06.1999
Associate of Arts - Finance
American River College
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