Detail orientated self-starter, skilled in working with or without supervision in fast paced, high volume, demanding environments with ability to maintain accuracy and compliance while providing high levels of customer service and liasing with internal and external parties. I also enjoy taking on freelance projects creating graphics and templates for social media, invitations, party decor, printable products and documents, as well as creating customized decor, clothing and accessories, and researching trends and processes to complete projects.
Skills
Composure under stress
Multitasking in fast paced heavy volume settings with ability to maintain pipelines and meet strict deadlines
Adaptability and Flexibility
Team Collaboration
Customer Service and liasing with multiple parties and departments through phone, email, fax, and messaging systems
Auditing, Reviewing, Requesting, property, escrow/ title, borrower, seller, broker/loan officer and lender documentation for accuracy, completeness, and regulatory compliance
Data Entry
Discrepancy Resolution
Determining, requesting, review and clearance of loan approval and funding conditions
Calculating and Balancing figures
Escrow coordination
Ordering wire and disbursement of loan funds to escrow
Assisting with any department post- closing issues
Template design
Invitation and party decor design
Customized home and kitchen decor, clothing, accessories design and creation
Work History
Funding Specialist / Junior Funder
Pinnacle Capital Mortgage
Concord
11.2010 - 02.2012
Responsible for assisting department staff in auditing, requesting, analyzing and clearing conditions, signed closing packages, purchase contracts, escrow and title documents, appraisal, inspections, insurance, borrower information, mortgage software data
Data entry
Customer Service through phones, email, fax, and internal messaging system
Loan funding
Team Collaboration
Providing floating back up coverage for department staff
Coordinating and liasing with internal and extrernal parties
Document and Funding Specialist
Provident Savings Bank FSB
Pleasanton
08.2006 - 10.2008
Responsible for funding wholesale and retail loans, assisting underwriters, customer service reps., doc drawers
Determining, requesting, analyzing and clearing of loan conditions and documentation
Auditing mortgage software data and loan documentation to ensure accuracy completeness and regulatory compliance
Discrepancy resolution
Mainting high level of customer service through phone, email and messaging
Coordinating and liasing with internal and external parties on all processes
Document and Funding Specialist
Silver State Mortgage
Pleasanton
03.2005 - 08.2006
Responsible for review and auditing of all loan documentation and software system information for accuracy, mantining compliance with regulations
Funding and disbursement of loan
Handling heavy call volume, maintaining high level of customer service and accuracy in a fast paced time sensitive environment with multitasking requirements
Collaborating with internal and external parties and departments, cross-trained to fill in and provide assistance in other departments to ensure accuracy and quick turn around times
Document and Funding Specialist
Gateway Bank / Union Planters Mortgage
San Ramon
08.2002 - 03.2005
Cross trained in and assisted all departments and staff members ensuring coverage for all departments, maintaining quality and speedy turn-around times to meet deadlines
Auditing loan files, system data, documentation, signed closing packages to ensure all information and documentation was correct, complete, and in regulatory compliance
Coordinating and liasing with internal and external parties on processes, providing assistance and updates to ensure timely and smooth closing
Calculated and Balanced funding figures with escrow
Funding loans and ordering disbursement of funds to escrow
Certifications and Additional Experience
I am also a volunteer for the Benicia High School Panther Marching Band where I recently was in charge of recruiting business sponsors for their 2024 annual car show fundraiser and successfully tripled business sponsor donations from previous years
Currently Certified through Disney's College of Knowledge as a Disney Travel Planner and a Current Embarc ID through CLIA
Up to date Advanced Digital Marketing and Social Media Marketing certifications through Google Developers Launchpad Programming Hub, as well as a Mortgage Servicer Property Inspection certification (Certificate ID numbers available upon request)
Test Dome skill testing
Project Management
www.testdome.com/certificates/2518ad4530f2402281a89234a04e15d5
Attention to detail
Senior Loan Processor II (Remote) at Lennar Mortgage,LLC Fka Eagle Home MortgageSenior Loan Processor II (Remote) at Lennar Mortgage,LLC Fka Eagle Home Mortgage