Bridget Forman

• Audit Final Documents for completeness and accuracy.
• Streamlined closing processes through implementation of efficient document management systems, enhancing overall workflow.
• Monitor and track receipt of trailing documents, ensuring timely acquisition of recorded mortgages, deeds of trust, warranty deeds, title policies, scrivener's affidavits, and other required documentation.
• Communicate effectively with lenders, investors, and internal stakeholders to resolve issues and facilitate workflow completion.
• Prepare OA liability letters to facilitate proper documentation processes.
• Access FHA connection secure web portal to process, manage, and insure single-family and multifamily mortgages.
• Monitor de-titling processes to ensure timely updates and compliance.

• Reviewed and verified post-closing documentation for compliance with regulations.
• Coordinated communication between loan officers, processors, and title companies to clear pc investor suspense conditions.
• Processed and tracked loan files through final stages of post close investor purchases
• Assisted in resolving discrepancies in closing statements and other financial documents promptly.
• Kept detailed records of all post-closing activities, providing accurate and up-to-date information for management reporting purposes.
• Managed a high volume of loan files, maintaining organization and accuracy throughout the post-closing process.
• Collaborated with various departments to ensure all necessary documents were obtained for successful loan sale.
• Consulted with outside vendors to identify and resolve post close requests.
• Worked with warehouse banks to manage shipment of collateral documents.
• Prepared closed loan packages for shipping

• Led customer service team to enhance client satisfaction through effective communication and problem resolution.
• Fostered a culture of continuous improvement, leading to consistently high service standards.
• Developed and monitored key performance indicators to assess team efficiency and service quality.
• Optimized workflow processes to maximize efficiency.

• Coordinated closing processes between buyers, sellers, and title companies.
• Facilitated communication among real estate agents, clients, and legal representatives.
• Assisted in resolving issues arising during the closing process to ensure seamless transactions.
• Streamlined closing processes by implementing efficient organization and communication strategies.
• Optimized workflow efficiency by developing standardized procedures for document organization, storage, and retrieval systems.
• Strengthened client relationships and fostered trust by proactively providing updates on transaction progress throughout the closing process.
• Communicated with multiple parties including lenders, agents, and attorneys for successful closings.
• Managed smooth transactions by promptly addressing inquiries or concerns from clients and stakeholders.
• Expedited transaction completion by diligently following up on necessary documentation from all involved parties.

• Managed customer relations with partnering branches.
• Monitored loans from assignment to close.

• Created lesson plans and supported classroom activities.

• Expedited the process of clear property title
• Assisted in post closing/warehousing duties

• Managed billing and scheduling for REO properties.

• Facilitated requirements to clear title.
• Coordinated underwriter package delivery and scheduled closings.

GPA: 3.579

• Honoree of PSI CHI The International Honor Society In Psychology

Honor Roll