Carla Sorensen
La Puente,CA
Summary
Dedicated employee with over 20 successful years of clerical experience in busy office environments achieving superior levels of administrative effectiveness. Computer-literate professional adapts quickly to new software and programs. Bringing strong written and verbal communication skills. Dependable with good supply management, recordkeeping and schedule coordination skills. Respectful, punctual and hardworking.
Overview
23
23
years of professional experience
Work History
Customer Service Representative
Ronsin Litigation Support Services
02.2023 - Current
- Confidential clerical litigation support and data processing functions, handling customer calls, clerical functions, filing, and other related duties.
- Ability to interact with clients, attorneys, insurance adjusters, custodian of records, etc.
- Responsible for arranging assigned work on a daily basis to ensure all requests are being monitored while also managing a moderate volume of phone calls, emails, faxes, and mail in a timely manner.
- Maintaining efficient record-keeping and coordinating with the legal team for any special instructions or quality control measures.
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
Renovation Loan Specialist
LoanDepot Wholesale
09.2019 - 09.2022
- Responsible for reviewing broker renovation loan applications to ensure compliant with minimum submission requirements.
- Responsible for inputting borrower, contractor, and HUD consultant documents to mortgage loan software while communicating with all involved parties to ensure timely loan closings.
- Provided exceptional customer service by maintaining a thorough knowledge of programs, policies, and procedures.
- Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
- Collaborated with underwriters to ensure accurate evaluation of creditworthiness and risk assessment.
Re-Disclosure Specialist
LoanDepot Wholesale
03.2016 - 09.2019
- Set up loan file with accurate fees according to selected loan program and other loan parameters. Prepared initial loan estimate with new loan application and sent initial disclosures.
- Responsible for re-disclosing loan estimates for locks, lock extensions, or any other loan parameter changes throughout the loan process validating change of circumstance requests to ensure they are compliant with regulations.
- Managed company disclosure timelines to maintain delivery standards and timetables.
- Communicated with brokers and various vendors to validate accurate information on loan application.
- Partnered with others in compliance department and in business units to fix and improve issues.
Loan Set Up Administrator
LoanDepot Wholesale
02.2015 - 02.2016
- Responsible for reviewing incoming loan files to ensure documentation provided meets minimum submission requirements.
- Responsible for the input of information in mortgage loan software to generate required loan disclosures and prepare file for underwriting.
- Reduced loan application errors by implementing a thorough quality control process for all submitted applications.
- Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Bookkeeper/Personal Assistant/Receptionist
ST Trading
01.2013 - 01.2015
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Facilitated smooth office operations by managing supplies inventory and overseeing maintenance requests.
- Completed payroll for employees and maintained detailed records of procedures.
- Managed correspondence and inquiries from customers and vendors.
- Enhanced executive's productivity by managing schedules, organizing meetings, and overseeing correspondence.
- Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
- Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Coordinated events and functions with attention to detail ensuring successful execution.
Mortgage Loan Processor
Lenox Financial
10.2011 - 12.2012
- Responsible for performing the initial assessment and appraisal of loan borrowers by examining their applications.
- Mitigated risk exposure for the organization through careful evaluation of applicant creditworthiness before proceeding with the loan process.
- Provided exceptional customer service while guiding borrowers through the loan process from pre-qualification to closing.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
Mortgage Loan Processor
Alaska USA Mortgage Company
01.2008 - 08.2011
- Responsible for performing the initial assessment and appraisal of loan borrowers by examining their applications.
- Mitigated risk exposure for the organization through careful evaluation of applicant creditworthiness before proceeding with the loan process.
- Provided exceptional customer service while guiding borrowers through the loan process from pre-qualification to closing.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
Mortgage Loan Processor
Capital Funding Group
01.2004 - 12.2007
- Responsible for performing the initial assessment and appraisal of loan borrowers by examining their applications.
- Mitigated risk exposure for the organization through careful evaluation of applicant creditworthiness before proceeding with the loan process.
- Provided exceptional customer service while guiding borrowers through the loan process from pre-qualification to closing.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
Customer Service
JK Group – E-Commerce
01.2001 - 12.2003
- Maintained detailed records of interactions with clients, allowing for easy retrieval when needed during follow-up communications or escalations.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations. Reviewed all product sales orders for accuracy and maintained warehouse stock.
- Reduced response time by managing high call volumes while maintaining a professional demeanor under pressure.
- Facilitated clear communication between departments, ensuring seamless resolution of customer concerns in a timely manner.
- Analyzed customer feedback data to identify trends and areas for improvement, driving continuous enhancement of services provided. Discovered shipment processing fee error which decreased shipment fees on hundreds of orders.
Education
High School Diploma -
Colégio Padre Anchieta
Osasco, SP, BrazilTourism
Centro Universitario Unifieo
Osasco SP BrazilOrange Coast College
Costa MesaSkills
- Information Security
- Call Management
- Word & Paperwork Processing
- Spreadsheet Management
- Recordkeeping Strengths
- Administrative Support
- Database Entry
Additional Information
Active Volunteer - Priceless Pets
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Professional Working
Timeline
Customer Service Representative
Ronsin Litigation Support Services
02.2023 - Current
Renovation Loan Specialist
LoanDepot Wholesale
09.2019 - 09.2022
Re-Disclosure Specialist
LoanDepot Wholesale
03.2016 - 09.2019
Loan Set Up Administrator
LoanDepot Wholesale
02.2015 - 02.2016
Bookkeeper/Personal Assistant/Receptionist
ST Trading
01.2013 - 01.2015
Mortgage Loan Processor
Lenox Financial
10.2011 - 12.2012
Mortgage Loan Processor
Alaska USA Mortgage Company
01.2008 - 08.2011
Mortgage Loan Processor
Capital Funding Group
01.2004 - 12.2007
Customer Service
JK Group – E-Commerce
01.2001 - 12.2003
High School Diploma -
Colégio Padre Anchieta
Tourism
Centro Universitario Unifieo
Orange Coast College
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