Summary
Skills
Work History
Certifications and Additional Experience
Overview
AdministrativeAssistant

Sarah Cooper

Document Review Data Entry
Rodeo,CA

Summary

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

www.testdome.com/certificates/399b4548978e48e4926c233a7a34cf07

Logical Reasoning

https://www.testdome.com/certificates/bfcc4075dcb248b4bc00c632486b227b

Customer Service

https://www.testdome.com/certificates/5c2587ce92fa43c29a707f50ef7a240b

Overview

10
10
years of professional experience
Sarah CooperDocument Review Data Entry