Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Chanthy Roeun

Summary

  • Highly motivated and detail-oriented professional with excellent analytical and communication skills seeking a challenging position where I can utilize my diverse experience and expertise to contribute to the growth and success of the organization.
  • Exhibits exceptional Customer Service skills, proficient in both written and verbal communication, including phone and face-to-face interactions.
  • Proven ability to multitask, prioritize, and consistently deliver high-quality work within deadlines.
  • Produces detailed and well-organized, with a keen eye for accuracy and attention to detail.
  • Demonstrates strong analytical skills and solution-driven approach to problem-solving.
  • Thrives in a self-directed and autonomous work environment, with the ability to take initiative and lead when necessary.
  • Valuable interpersonal skills, fostering positive relationships with clients, colleagues, and stakeholders alike.
  • Proficient in Microsoft Office Suite, including Word, Excel, Publisher, PowerPoint, and Outlook.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Production Manager

New American Funding, LLC
05.2023 - Current
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Proactively identified and mitigated risks associated with complex transactions through careful analysis of financial information provided by applicants.
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
  • Provided mentorship and guidance to junior colleagues, fostering a collaborative team environment that encouraged professional development and knowledge sharing.
  • Monitored pipelines to track and log status of loans.
  • Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.

Production Manager | Sr. Transaction Coordinator | Licensed Loan Officer

Wallick & Volk, Inc.
12.2019 - 03.2023
  • Managed the loan production pipeline for branch loan officers to ensure compliance with TRID requirements and maximize efficiency and accuracy, Conducted thorough analysis of clients' financial and credit information to assess risk levels and identify suitable loan programs that align with their needs and educated them about the mortgage loan process and loan procedures
  • Oversaw customer loan files to ensure accurate documentation for timely processing, reassuring customers and agents of their scheduled closings and prioritized files requiring immediate attention
  • Utilized strong communication skills to gather client information, compile file and obtain necessary documents to meet lock expiration or contract settlement dates
  • Developed and nurtured production relationships with clients, realtors, title/escrow officers, and other business partners to enhance profitability and expand the customer base
  • Served as a liaison between Mortgage Advisors, customers, third parties and business partners to facilitate an increase in production volume and assess the potential loan market to identify potential clients and foster business growth Ensured customer confidence by adhering to all industry requirements and effectively delivering precise and current loan program and policy information to both external customers and internal business partners through training material, reference tools and other resources
  • Assisted with training sessions for Loan Officers, Jr
  • Transaction Coordinators and realtor partners on how to adapt and navigate current market conditions while maintaining high levels of customer service.

Escrow Assistant

Chicago Title & Escrow Company
05.2019 - 12.2019
  • Received, reviewed, and receipted earnest money for all residential and commercial contracts Opened title and escrow orders in SoftPro/Real EC playing close attention to detail Ordered all payoff's involved in transactions, property tax certificates, HOA resale certificates, and municipality lien status, / and or release Prepared estimated and final HUD-1 Settlement Statements for lenders review and approval, with any revisions or corrections addressed in a timely manner Ensured all parties including the buyers, sellers and any agents receive copy of final settlement statement prior to closing, after receiving lenders final approval Reviewed and submitted post-closing documents to lender to obtain funding and disbursement approval Answered questions in regard to pending items in escrow and took proactive action in providing updates for Real Estate Agents and Lenders
  • Reviewed preliminary title reports and compared exceptions and reconciled any discrepancies
  • Balanced file collected and disbursed funds by wire transfer or check
  • Assisted all closers in the funding and disbursement process, ensuring all parties received correct disbursements Performed general office functions such as filing, photocopying, faxing, data entry and other duties.

In House Loan Officer | Loan Officer Assistant | Branch Trainer

Paramount Residential Mortgage Group, Inc.
06.2017 - 05.2019
  • Conducted comprehensive analysis of client financial/credit data determining level of risk and matching customer needs with the appropriate loan programs
  • Utilized extensive understanding of real estate appraisals, title reports, and real estate transactions in educating clients of the mortgage process and loan procedures
  • In charge of customer loan files to ensure accurate documentation for timely transition and prioritized files of immediate attention to assure customers and agents of their scheduled closings
  • Leveraged extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
  • Liaised on behalf of Mortgage Advisors with customers, third parties and business partners to assist with increasing their production volume
  • Managed Loan Officer pipeline to remain within compliance and facilitate closings according to TRID requirements
  • Assisted with meeting published lead times and revenue targets
  • Maintained customer confidence by following ALL industry requirements Properly used training materials, reference tools and other resources to provide accurate and up to date loan program/policy information to both external customers and internal business partners
  • Utilized administrative skills to provide additional support to other departments as needed; i.e
  • Supply orders, package shipping, etc
  • Worked closely with branch manager to assist with onboarding and training of new loan officers with company policies & systems.

Mortgage Advisor | Branch Trainer | Production Manager

Finance of America Mortgage, LLC
10.2012 - 06.2017
  • Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting mortgage loans
  • Educated borrowers on the different types of loan options/programs that are available based on their qualification
  • Ensuring the customer is placed in the loan program which is best suited for their financial outlook and meets their expectation
  • Worked closely with prospective clients to identify their financial goals and discuss solutions for achieving their dream of homeownership
  • Collected and carefully review documentation in order to prepare loan package for timely submission of processing and underwriting review
  • Coordinated meetings with realtors, builders, financial advisors and past clients to generate referral business and forge partnerships
  • Utilized customer service skills to handle consumer complaints and take appropriate action to resolve issues
  • Stayed abreast of new types of loans and other financing services and products in order to better meet customer needs
  • Provided administrative and business support to assigned Mortgage Advisors by collecting documentation and preparing loan application package for processing
  • Liaise on behalf of Mortgage Advisors with customers, third parties and business partners to assist with increasing their production volume
  • Managed Mortgage Advisor pipeline to remain within compliance and facilitate closings according to TRID requirements
  • Maintained customer confidence by keeping all information confidential
  • Utilized administrative skills to provide additional support to other departments as needed.

Junior Processor | Office Coordinator | Loan Officer Assistant

Republic Mortgage Home Loans, LLC
11.2011 - 10.2012
  • Ordered supplies, ran errands, answered and directed phone calls, faxes and any other office procedural duties
  • Maintained the upkeep to lobby, work room and branch office space to exhibit a clean and professional appearance
  • Enhanced the branch functionality by creating standards and procedures for sales and operations department
  • Submitted office invoices to ensure timely payment to various vendors
  • Ensured the timely packaging and submission of loans originated by Loan Officers for underwriting
  • Gathered and inputted loan information into the systems for processing confirming that documentation is complete and accurate, moving the file from preapproval to closing.

Mortgage Loan Coordinator

Bank of America Home Loans
08.2008 - 10.2011
  • Provided administrative and business support to Branch Manager and Loan officers
  • Supported Branch Manager with onboarding and off boarding of loan officers which included training of all Point of Sale Systems
  • Acted as a liaison for various Banking Center Managers by maintaining bi-weekly visits to discuss service commitment and brainstorm ways to improve if service levels are not met
  • Conducted monthly training for Realtors on the HBM program in order to build referral business relationships between loan officers
  • Held weekly accountability meetings with loan officers to meet production goals
  • Prepared meeting minutes and organized bi-weekly sales meetings to keep staff abreast of program and company policy changes
  • Coordinated quarterly team building events to assist with bridging the relationship between sales and operations
  • Interfaced with portfolio clients to collect payments, resolve customer service issues and conducting mortgage reviews
  • Managed pipeline for departing loan officers to ensure level of service to customers are met and the loan process is not disrupted
  • Reviewed files/loan applications for adherence to underwriting standards and ensure the completeness of submission by contacting borrowers to collect all necessary documentation
  • Utilized past real estate knowledge to review appraisal, title reports, and sales contracts for accuracy.

Education

Graduated with an academic diploma -

Cleveland High School
06.1995

Skills

  • NMLS Registration
  • Financial Analysis Aptitude
  • Business Development
  • Business Correspondence Writing
  • Software Proficiency
  • Lending Software Systems
  • Mortgage Loan Processing
  • Loan Origination
  • Desktop Underwriter
  • Problem-Solving

Certification

  • Notary Public, Washington, 08/18/26
  • Mortgage Loan Originator (MLO) License, National Mortgage Licensing System (NMLS), 518835

References

Available upon request

Timeline

Production Manager

New American Funding, LLC
05.2023 - Current

Production Manager | Sr. Transaction Coordinator | Licensed Loan Officer

Wallick & Volk, Inc.
12.2019 - 03.2023

Escrow Assistant

Chicago Title & Escrow Company
05.2019 - 12.2019

In House Loan Officer | Loan Officer Assistant | Branch Trainer

Paramount Residential Mortgage Group, Inc.
06.2017 - 05.2019

Mortgage Advisor | Branch Trainer | Production Manager

Finance of America Mortgage, LLC
10.2012 - 06.2017

Junior Processor | Office Coordinator | Loan Officer Assistant

Republic Mortgage Home Loans, LLC
11.2011 - 10.2012

Mortgage Loan Coordinator

Bank of America Home Loans
08.2008 - 10.2011

Graduated with an academic diploma -

Cleveland High School
Chanthy Roeun