Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Green

Gilbert,AZ

Summary

Talented Disclosure Desk Specialist offering six years of mortgage experience and dedication to enhance employee satisfaction and business success. Diplomatic and friendly with strong dedication to communication and efficiency. Hardworking team player bringing necessary experience and knowledge to tackle any operations demand.

Overview

9
9
years of professional experience

Work History

Disclosure Desk Team Lead

Geneva Financial LLC
Chandler, AZ
06.2021 - Current

* Managed pipelines so all files are completed thoroughly and properly timely.

* Reviewed and processed Initial Disclosures, Locks, and COC's per TILA and TRID guidelines.

* Coached team members in techniques necessary to complete job tasks.

* Trained new team members by relaying information on company procedures and safety requirements.

Disclosure Desk Specialist

Geneva Financial LLC
Chandler, AZ
03.2020 - 06.2021

* Set up loan file with accurate fees according to selected loan program and other loan parameters.

  • Managed company disclosure timelines to maintain delivery standards and timetables.
  • Partnered with others in compliance department and in business units to fix and improve issues.

Disclosure Desk Specialist

Peoples Mortgage Company
Tempe, AZ
04.2017 - 03.2020
  • Personally oversaw and managed all disclosures for 12 branches.
  • Set up loan file with accurate fees according to selected loan program and other loan parameters.
  • Managed company disclosure timelines to maintain delivery standards and timetables.
  • Partnered with others in compliance department and in business units to fix and improve issues.

VOE Specialist

Peoples Mortgage Company
Tempe, AZ
10.2016 - 04.2017
  • Followed all company policies and procedures to deliver quality work.
  • Acquired legal Verification of Employment through phone, fax, or website.
  • Handled proper storage and rotation of all office products and supplies.
  • Verified up to 50 verifications daily.

Team Lead Merchandiser

Coca Cola Refreshments
Tempe, AZ
08.2012 - 10.2016
  • Advanced sales cycle plans by maximizing placement of promotions, point of sale materials and product visibility.
  • Planned and coordinated product availability for advertising and promotion purposes.
  • Maintained excellent functioning relationships with store management.
  • Sold in and built displays for maximum sales.
  • Consistently rotated product to ensure quality and minimize loss.

Education

Business, Accounting

Lower Columbia College
Longview, WA

Skills

  • Clean Communication
  • Flexible and Adaptable
  • Employee Evaluation
  • Staff education and training

Timeline

Disclosure Desk Team Lead

Geneva Financial LLC
06.2021 - Current

Disclosure Desk Specialist

Geneva Financial LLC
03.2020 - 06.2021

Disclosure Desk Specialist

Peoples Mortgage Company
04.2017 - 03.2020

VOE Specialist

Peoples Mortgage Company
10.2016 - 04.2017

Team Lead Merchandiser

Coca Cola Refreshments
08.2012 - 10.2016

Business, Accounting

Lower Columbia College
James Green