Claudia Lopez
Sacramento,Ca
Summary
Mortgage Professional, experienced in working in a fast-paced environment with accuracy. Excellent communication and organizational skills with expertise in FHA, USDA, VA, and Conventional loans.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
18
18
years of professional experience
Work History
Enrollment Specialist
Catalyst Family, INC.
07.2025 - Current
- Acts as liaison to families to complete the enrollment process, from initial contact through completion of paperwork and offers support and resources to assist the family in childcare needs
- Handle high volume of calls and emails from parents and from staff at the care centers
- Understand funding terms and conditions and agency policies and procedures regarding subsidized
- Enrollment and eligibility
- Process billing for the centers that are assigned to me
- Process and input family enrollment and change paperwork in a timely manner to meet agency guidelines
- Into CDSS with a caseload of approximately 350 children
- Maintains child and family files as current and in full compliance with governing regulations and agency policies & procedures to ensure they are consistently audit-ready
- Perform High data entry and handle heavy filing daily
Correspondent Purchaser
Carrington Mortgage
05.2021 - 07.2025
- Reviewed/ audit closed mortgage loans for purchase
- Managed loan process from start to finish
- Ensured that all proper documentation is provided and meets guideline requirements
- Run compliance test reports on each loan and addressed any discrepancies with the sellers
- Resolve discrepancies prior to loan purchase
- Requested wire on Encompass once all conditions are signed off and collateral was cleared
- Remote
Correspondent Loan Purchaser Reviewer
Parkside Lending
06.2020 - 05.2021
- Reviewed correspondent loan packages to determine likelihood of purchase
- Performed QA on all collateral packages
- Entering and verifying loan data in relevant systems to maintain data integrity
- Identify deficiencies and communicate with lenders, closing agents and other parties to resolve any issues
- Proactively working with lenders to ensure loans meet guidelines and turn times.
- Ensuring adherence to all applicable state, federal, and agency guidelines and regulations, including RESPA/ TRID requirements.
- Train new employees in department guidelines and office system
- Remote
Post-Closer Lead
Parkside Lending
03.2015 - 06.2020
- Conduct post-closing audits to ensure accuracy
- Assign loan files to the closing team
- Train new employees and provide guidance to less experienced staff
- Prepare and review reports related to post-closing activities and workflow
- Identify and resolve challenges that arise during the delivery and settlement process
- Perform other duties as needed
- Remote
Post-Closing Specialist
CMG Financial
06.2013 - 02.2015
- Manage large investor correspondence pipeline daily
- Ensuring the accuracy and completeness of loan files after closing.
- Verifying compliance with investors and insurer requirements and preparing files for delivery to investors
- Communicate with internal and external partners regarding loan deficiencies and follow up on outstanding documentation requests
- Research and resolve any issues or discrepancies found in loan files
- Remote
Loan Processor
Bankunited
04.2010 - 06.2013
- Collecting required documentation from applicants and following up on missing items
- Ensuring that all customer files are complete and in compliance with regulatory agencies and internal policies
- Processing files from opening through closing of each loan
- Gathering and verifying financial information
- Finalizing all the documentation for the closing process
- Guiding borrowers through the first step of loan processing
- Passing the loan files through to the underwriter once the paperwork is finalized
- Assisting with special projects as requested and performing additional duties as required
Loan Closer
Wells Fargo Home Mortgage
07.2007 - 04.2010
- Assure all information is correct and loan documents are all signed accurately
- Verify lock confirmation to ensure all information matches the system
- Enter data on loan closing documents in a timely manner
- Confirm loan compliance with all state and federal regulations and policies
- Signs off all ptd conditions and verifies all UW conditions are signed off
- Review of purchase contracts, title reports and appraisals
- Prepare and execute the transfer of lender funds to disbursement
Education
Computer Business Specialist Certificate -
Computer Learning Center
San Francisco, CAHigh School Diploma - undefined
Westmoor High School
Daly City, CASkills
- Follow best practices to maintain customer confidentiality
- Time Management skills
- Proficiency with MS office, Excel, Outlook,Teams
- A keen eye for detail and ability to adapt to evolving systems and procedures
- Document Management
- Data Entry experience
- Familiarity with LOS systems Encompass and Byte
- Quality Assurance
- Customer Service expertise
- Exceptional communication
- Reporting and analytics
- Able to work in a team environment or under minimal supervision
- Customer service expertise
- Adhere to company regulations
Languages
Spanish
Professional Working
Timeline
Enrollment Specialist
Catalyst Family, INC.
07.2025 - Current
Correspondent Purchaser
Carrington Mortgage
05.2021 - 07.2025
Correspondent Loan Purchaser Reviewer
Parkside Lending
06.2020 - 05.2021
Post-Closer Lead
Parkside Lending
03.2015 - 06.2020
Post-Closing Specialist
CMG Financial
06.2013 - 02.2015
Loan Processor
Bankunited
04.2010 - 06.2013
Loan Closer
Wells Fargo Home Mortgage
07.2007 - 04.2010
High School Diploma - undefined
Westmoor High School
Computer Business Specialist Certificate -
Computer Learning Center
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