Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Wilkinson

Summerville,SC

Summary

Results-oriented Loan Processor highly effective at coordinating documents and processes between departments. Expert negotiator, problem solver and organizer. Over 25 years of experience in loan processing and operations support.

Overview

24
24
years of professional experience

Work History

Closing Coordinator

CLIMB Fund
03.2023 - 05.2024
  • Contacted appropriate agencies to complete searches, order records, and obtain documents.
  • Streamlined the closing process for clients by coordinating with multiple parties, including lenders, attorneys, and real estate agents.
  • Safeguarded sensitive client information by adhering to strict data privacy protocols within every aspect of the transaction management system used internally at our firm.
  • Ensured accuracy in financial calculations and legal requirements, maintaining a thorough understanding of current laws and regulations.

Sr. Loan Processor

CrossCountry Mortgage, LLC
10.2020 - 10.2022
  • Evaluated approvals against established bank and government lending standards
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Handled any conditions sent from underwriting departments
  • Reviewed financial statements and contacted institutions and customers to clarify details
  • Set up and completed loan submission packages
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants
  • Prepared documents for underwriting by verifying client income, credit reports and other information
  • Checked packages for appropriate documentation

Sr. Loan Processor

CMG Financial Services
12.2018 - 10.2020
  • Evaluated approvals against established bank and government lending standards
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Handled any conditions sent from underwriting departments
  • Reviewed financial statements and contacted institutions and customers to clarify details

Loan Officer Assistant

Movement Mortgage
11.2017 - 11.2018
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
  • Communicated with customers daily to request information and complete paperwork
  • Documented borrower's information in loan processing system and resolved any discrepancies

Loan Officer

Union Home Mortgage Corp.
07.2016 - 11.2017
  • Recommended loan approvals and denials based on customer loan application reviews
  • Reviewed and edited loan agreements to promote efficiency and accuracy
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Developed and maintained relationships with local real estate agents

Loan Processor

Starkey Mortgage
09.2012 - 07.2016
  • Handled any conditions sent from underwriting departments
  • Reviewed financial statements and contacted institutions and customers to clarify details
  • Provided quick turnaround times to maintain fast-past schedule
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering all loans types

Loan Processor

Bank of America
08.2010 - 09.2012
  • Processed documentation needed for loan approvals
  • Evaluated approvals against established bank and government lending standards
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Handled any conditions sent from underwriting departments
  • Reviewed financial statements and contacted institutions and customers to clarify details

Customer Service Representative/Branch Manager In Training

Heritage Trust Federal Credit Union
06.2008 - 08.2010
  • Originally hired to work in the mortgage department as a loan processor on a part time basis, however, I needed a full time position, so I transferred to the call center
  • I worked there are a call center representative, then was promoted to a lender
  • From there, I went on to work in a branch and was selected to be a branch manager in training
  • I eventually went on to a new company as I had a new opportunity come up

Loan Processor

Countrywide Home Loans
08.2000 - 06.2008
  • Handled any conditions sent from underwriting departments
  • Reviewed financial statements and contacted institutions and customers to clarify details
  • Provided quick turnaround times to maintain fast-past schedule
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering all loan types

Education

High School Diploma -

Summerville High School
Summerville, SC
06.1996

Skills

  • Excellent Customer Service
  • Skilled in Encompass and other various LOS
  • Team Player
  • Reliable
  • Title Searches/Processing
  • Client Communication
  • Closing Disclosures
  • Office Management
  • Deadline Management
  • Document Preparation
  • Document coordination
  • File Management

Timeline

Closing Coordinator

CLIMB Fund
03.2023 - 05.2024

Sr. Loan Processor

CrossCountry Mortgage, LLC
10.2020 - 10.2022

Sr. Loan Processor

CMG Financial Services
12.2018 - 10.2020

Loan Officer Assistant

Movement Mortgage
11.2017 - 11.2018

Loan Officer

Union Home Mortgage Corp.
07.2016 - 11.2017

Loan Processor

Starkey Mortgage
09.2012 - 07.2016

Loan Processor

Bank of America
08.2010 - 09.2012

Customer Service Representative/Branch Manager In Training

Heritage Trust Federal Credit Union
06.2008 - 08.2010

Loan Processor

Countrywide Home Loans
08.2000 - 06.2008

High School Diploma -

Summerville High School

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Jennifer Wilkinson