David Jacob Williams
San Diego,CA
Summary
Client service and operations professional with 6+ years of experience managing high volume intake and documentation processes, coordinating with multiple parties, resolving complex issues, and guiding clients through time sensitive processes. Experienced in training and developing staff, ensuring compliance with detailed requirements, and building strong client relationships. Seeking to leverage these skills in an Admissions Director role.
Overview
7
7
years of professional experience
Work History
Senior Loan Processor
MortgageOne, Inc.
San Diego, CA
02.2023 - Current
- Serve as clients primary point of contact from intake through loan completion.
- Guide clients through complex requirements, answer questions, address concerns, and resolve issues throughout the process.
- Coordinate with clients, title companies, realtors, lenders, internal teams, and other stakeholders to ensure timely completion of transactions.
- Identify potential issues and coordinate solutions to keep files progressing toward completion.
- Manage multiple active cases simultaneously while maintaining organization, accuracy, confidentiality, and consistent communication.
- Developed training resources and collaborated with management to implement new processes and procedures that improved workflow and supported team performance.
Senior Loan Processor
Griffin Funding
San Diego, CA
03.2022 - 10.2022
- Managed a high volume of client files from initial intake through completion while maintaining accuracy and attention to detail.
- Communicated with clients to explain complex requirements, answer questions, and resolve documentation issues.
- Collaborated with internal teams and external stakeholders to obtain required information and keep files progressing toward completion.
- Reviewed documentation for completeness and compliance with applicable requirements and established guidelines.
- Prioritized competing deadlines and maintained consistent communication throughout the processing and closing process.
Loan Processor & Trainer
Prospect Home Finance
San Diego
10.2019 - 02.2022
- Trained and mentored 30+ new processors, including employees with no prior industry experience.
- Developed training materials and visual aids to support employee development and organizational goals.
- Served as a resource to team members by answering questions, troubleshooting issues, and providing guidance on complex files.
- Managed a high volume of loan files while balancing individual production responsibilities with training and departmental projects.
Education
Associates - Communications
Cuyamaca College
El Cajon, CA01-2018
Timeline
Senior Loan Processor
MortgageOne, Inc.
02.2023 - Current
Senior Loan Processor
Griffin Funding
03.2022 - 10.2022
Loan Processor & Trainer
Prospect Home Finance
10.2019 - 02.2022
Associates - Communications
Cuyamaca College