Dan Smith
Glendale,AZ
Summary
Detail-oriented loan closer and closing procedure specialist knowledgeable in closing documents, title searches, disbursements, and closing procedures. Career history of completing multiple closings simultaneously under tight timelines and developing training procedures to facilitate those timelines. Excellent relationship-building and project management skills gained during 7+ years of related experience.
Overview
14
14
years of professional experience
Work History
Program Director - Sifu (Master Instructor)
World Martial Arts Academy
03.2010 - Current
- Improved success of program by making proactive adjustments to operations, increasing revenue by 15%
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestone.
- Provided ongoing direction and leadership for program operation for 7 instructors.
- Developed and implemented program goals and objectives, establishing specific and measurable outcomes aligned with organization's overall mission.
- Supervised program staff, managing and evaluating performance provide high-quality services to program participants.
- Developed Pre-K and Grade School program from ground up, laying out framework and defining roles.
Closing Coordinator
Richmond American Homes
04.2022 - 10.2022
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Established checklists of required documentation and open issues affecting closings.
- Handled as many 100 closing files each month by effectively organizing, multitasking and prioritizing closing work.
- Verified government-backed loans followed strict agency guidelines.
Closing Coordinator
Computershare Loan Services
08.2021 - 04.2022
- Established checklists of required documentation and open issues affecting closings.
- Handled as many as 80 closing files each month by effectively organizing, multitasking and prioritizing closing work.
- Validated and audited final signed documents in accordance with state, county and investor guidelines.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Closing Coordinator
Guaranteed Rate
03.2021 - 06.2021
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Validated and audited final signed documents in accordance with state, county and investor guidelines.
- Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
- Completed required points listed in LOS to complete accurate disclosures and related documentation.
- Handled as many as 80 closing files each month by effectively organizing, multitasking and prioritizing closing work.
- Contacted appropriate agencies to complete searches, order records, and obtain documents.
Closing Process Manager, Closer II, III, IV
JPMorgan Chase
12.2016 - 03.2021
- Provide tactical floor support, supplemental education, engage in partnership and strategy meetings, and generally provide information and feedback specific to their areas of expertise in support of broader business initiatives
- Reduced Closing Disclosure Analysts touches per file by 23% last year and reducing average handle time by almost 8%
- Received 20 + inbound calls for all loans closing within 48 hours of closing for either internal partner or settlement agent to cure ALL related issues or concerns
- Averaged 42 loans completed per day, company goal was 25 and never fell below SLA.
- Evaluated corporate business processes to align outcomes with strategic goals and corporate vision.
- Improved efficiency and effectiveness of performance and management of processes across departments.
Education
Some College (No Degree) - Biology/Chemistry
Maricopa Community Colleges - Phoenix College
Phoenix, AZGED -
Maricopa Community Colleges - Phoenix College
Phoenix, AZ05.2004
Skills
- Written And Oral Communication
- Prioritization And Time Management
- Attention To Detail
- Funds Disbursement Application
- Teamwork And Collaboration
- Flexibility
- Leadership
- Lending Software Systems
Accomplishments
- Achieved SLA on 94% by incorporating Excell and reporting for tracking completed tasks
- Documented and resolved issues that stopped the process flow which led to reducing touches per file by 18% and average time in a file by 23%.
- Collaborated with team of 20 in the development of new Closing Disclosure Analyst Procedure that aligned to the new operating system
- Resolved product issue through consumer testing.
- Supervised team of 10 staff members.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Closing Coordinator
Richmond American Homes
04.2022 - 10.2022
Closing Coordinator
Computershare Loan Services
08.2021 - 04.2022
Closing Coordinator
Guaranteed Rate
03.2021 - 06.2021
Closing Process Manager, Closer II, III, IV
JPMorgan Chase
12.2016 - 03.2021
Program Director - Sifu (Master Instructor)
World Martial Arts Academy
03.2010 - Current
Some College (No Degree) - Biology/Chemistry
Maricopa Community Colleges - Phoenix College
GED -
Maricopa Community Colleges - Phoenix College
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