Jacqueline Peters
Dover,DE
Summary
Achieved streamlined mortgage funding processes enhancing customer satisfaction and operational efficiency. Skilled in Microsoft Office and adept at fostering collaborative relationships, my organizational prowess and attention to detail have been pivotal in managing multiple loan files and ensuring timely closings.
Overview
7
7
years of professional experience
Work History
Funder Specialist
Success Mortgage Partners Inc.
03.2023 - Current
- Review Documents to set up wire to be sent to closing
- Add wires to the warehouse bank.
- Prepare the funding worksheet to forward to title.
- Expertly navigated challenging situations involving delayed fundings or last-minute changes by adapting quickly and communicating effectively with relevant parties.
- Streamlined mortgage funding processes by implementing efficient workflow strategies.
- Cultivated positive working relationships with colleagues across various departments, fostering a collaborative environment conducive to achieving company objectives related to mortgage funding operations.
- Developed and maintained relationships with customers, lenders and other third parties.
Mortgage Closer
CMG Financial
02.2018 - 11.2022
- Compiled closing packages for drafting and presentation accuracy.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Organized and prioritized multiple loan files simultaneously, maintaining strict deadlines to meet client expectations.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Developed and maintained relationships with customers, lenders and other third parties.
- Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
- Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
- Monitored pipelines to track and log status of loans.
Mortgage Closer
Financial of American
08.2017 - 02.2018
- Compiled closing packages for drafting and presentation accuracy.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Organized and prioritized multiple loan files simultaneously, maintaining strict deadlines to meet client expectations.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
- Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
Mortgage Closer
New Penn Financial
- Compiled closing packages for drafting and presentation accuracy.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Organized and prioritized multiple loan files simultaneously, maintaining strict deadlines to meet client expectations.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
- Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
Education
No Degree - Business Administration
Bucks County Community College
Newtown, PASkills
- Organizational Skills
- Microsoft Office
- Task Prioritization
- Loan File Maintenance
- Time management abilities
- Attention to Detail
Cheswold Fire department ladies auxiliary
Attended monthly meetings.
Help prepare and service food for special function.
Part of the financial commitmen.
Timeline
Funder Specialist
Success Mortgage Partners Inc.
03.2023 - Current
Mortgage Closer
CMG Financial
02.2018 - 11.2022
Mortgage Closer
Financial of American
08.2017 - 02.2018
Mortgage Closer
New Penn Financial
No Degree - Business Administration
Bucks County Community College
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