David Won
Summary
Detail-oriented financial professional with 3 years of experience reviewing financial documentation, ensuring regulatory compliance, and collaborating with government agencies. Experienced in evaluating supporting documentation, identifying discrepancies, and maintaining compliance with FHA, VA, Fannie Mae, and Freddie Mac guidelines. Seeking to leverage analytical and compliance experience in an Audit Associate role serving government entities.
Overview
3
3
years of professional experience
Work History
Loan Officer / Loan Processor I & II
Home Loan Enterprise
05.2021 - 11.2023
- Earned NMLS licensure through accelerated self-study in two months.
- Reviewed borrower financial documentation for completeness, accuracy, and compliance with FHA, VA, Fannie Mae, and Freddie Mac requirements.
- Performed quality reviews and self-audits of loan files to identify documentation deficiencies and mitigate compliance risk.
- Collaborated with underwriters, borrowers, and government agencies to resolve documentation issues while meeting processing deadlines.
- Maintained detailed supporting documentation and worked in a highly regulated environment requiring accuracy and confidentiality.
Customer Service Representative
LoanDepot
04.2021 - 05.2022
- Built strong client relationships through clear communication of mortgage products.
- Partnered with team members to improve lead conversion and customer service processes.
Education
Bachelor of Arts - Economics
University of California, Irvine
2020
Skills
- Financial Documentation Review
- Regulatory Compliance
- Internal Controls
- Risk Assessment
- Microsoft Excel
- Client Communication
- Analytical Skills
- Quality Assurance
- Team Collaboration
Timeline
Loan Officer / Loan Processor I & II
Home Loan Enterprise
05.2021 - 11.2023
Customer Service Representative
LoanDepot
04.2021 - 05.2022
Bachelor of Arts - Economics
University of California, Irvine