Summary
Overview
Work History
Education
Skills
Timeline
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Frank Yue

Rowland Heights,CA

Summary

Enthusiastic Administrative Professional eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of administrative duties & project deadlines with training in time management and the ability to multitask in fast-paced environments. Motivated to learn, grow and excel in a time- sensitive industry.

Overview

10
10
years of professional experience

Work History

Sr. Mortgage Loan Processor -Team Lead

Simpson County School District
Mendenhall, MS
07.2020 - Current
  • Pioneer team based processing; resulted in doubling the speed and quality of loans processed and increased the capacity of loans our team could handle.
  • Review all documentations (i.e. borrower, agents, title, HOA, etc.) to confirm they fall in accordance with Fannie, Freddie or other investors guidelines.
  • Processed 30-40 loans per month, with record high of 87 loans in one month.
  • Managed and oversaw all moving parts of the loan and effectively communicated status, inquiries, or answers to each party.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
  • Analyzed borrower credit reports and income statements to verify accuracy.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.

Bank Teller

Mega Bank
Rowland Heights, CA
02.2021 - 06.2021
  • Educated customers on use of banking website and mobile apps.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Counted and packaged currency and coins.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Sold and cross-sold bank products to new and existing customers.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Marines Corp

United States Marine Corps
Camp Pendleton South, CA
10.2012 - 10.2016
  • Developed disaster and recovery strategy to prepare company for hazardous weather conditions, nuclear accidents and terrorist attacks.
  • Developed and implemented onboarding and orientation programs for new employees.
  • Completed human resource operational requirements by scheduling and assigning employees.
  • Conducted performance reviews and provided feedback to managers on employee performance.
  • Reduced expenses by analyzing compensation policies and implementing competitive programs while ensuring adherence to legal requirements.
  • Planned, monitored and appraised employee work results by training managers to coach and discipline employees.
  • Improved office efficiency by effectively managing internal communications and correspondence.
  • Worked alongside global business leader to deploy new training strategies.

Education

Bachelor of Arts - Accounting And Finance

California State University - Fullerton
Fullerton, CA
05.2020

Associate of Arts - Business Administration And Management

Mt San Antonio College
Walnut, CA
05.2018

Skills

  • Perceptive
  • Initiative
  • Attention to detail
  • Receptive and Adaptable
  • Demonstrates self-reliance and resourcefulness
  • Excels in seeking solutions
  • Demonstrates strong interpersonal communication
  • Maximizes benefits of computer technology & applications
  • Maintains effective cost control

Timeline

Bank Teller

Mega Bank
02.2021 - 06.2021

Sr. Mortgage Loan Processor -Team Lead

Simpson County School District
07.2020 - Current

Marines Corp

United States Marine Corps
10.2012 - 10.2016

Bachelor of Arts - Accounting And Finance

California State University - Fullerton

Associate of Arts - Business Administration And Management

Mt San Antonio College

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Frank Yue