Jenneiva Serna
West Covina,CA
Summary
With a proven track record at Statewide Funding Inc, I excel in document verification and delivering exceptional customer service. Leveraging Microsoft Office expertise and strong communication skills, I significantly streamline loan processing, ensuring accuracy and client satisfaction. My adeptness in affidavit preparation and document scanning consistently enhances operational efficiency.
Overview
16
16
years of professional experience
Work History
Notary Public
Self Employed Services
Los Angeles, CA
03.2023 - Current
- Maintained current knowledge of industry trends, best practices, and legal requirements.
- Reviewed loan documents for accuracy and completeness.
- Assisted customers in understanding their responsibilities under the terms of their loans.
- Verified the identities of borrowers using valid government-issued identification cards.
- Explained the loan paperwork to borrowers in a clear and concise manner.
- Prepared, printed, and notarized all necessary loan documents.
- Maintained records of loan documents in accordance with local state laws.
- Collaborated with company teams to expedite loan approval processes.
- Created and completed loan submission packages.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Assisted in the preparation of loan closing documents and coordinated with closing agents.
- Structured loan packages by properly analyzing credit reports, income and asset documents.
- Researched insurance information and flood certificates.
- Assisted in the preparation of loan closing packages for review by senior processors.
- Conducted preliminary assessment of applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Prepared and typed loan applications, closing documents or legal documents using computers.
- Conducted verification of employment, income, and deposits to support loan decisions.
- Managed a portfolio of loans including tracking payments and ensuring timely payment submission.
- Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
- Monitored and ensured timely processing of loan applications to meet closing dates.
- Provided excellent customer service, maintaining high satisfaction levels among borrowers.
- Assembled and compiled documents for loan closings.
- Reviewed initial client documentation to structure and submit loan package.
Loan Officer Assistant
Statewide Funding Inc
Ontario, CA
02.2011 - Current
- Reviewed contracts for purchase transactions to ensure compliance with lender requirements.
- Managed and updated client databases to ensure accuracy of contact and loan information.
- Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
- Assisted loan officers with the preparation of loan documents and closing packages.
- Prepared and delivered loan documents to title and escrow teams.
- Coordinated appraisal orders and obtained necessary title work for loan processing.
- Assisted in preparing loan application packages for submission to underwriting.
- Checked applicant credit, personal references and employment histories.
- Scanned and uploaded loan and related documents into system.
- Processed requests for payoff statements from borrowers or third parties.
- Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
- Assembled and compiled title abstracts, insurance forms, loan documents, and tax receipts.
- Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
- Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
Sales Associate /Bilingual Customer Service Representative
Frazee Paint
Anaheim, CA
05.2009 - 10.2010
- Maintained cleanliness of store environment including floors, windows, displays.
- Conducted inventories on a regular basis to track stock levels.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Processed returns, exchanges, and refunds in accordance with company policies.
- Organized stockroom shelves according to size, color or style.
- Assisted customers with product selection, sizing and styling.
- Processed credit card transactions quickly and securely.
- Greeted customers and provided exceptional customer service.
- Handled customer complaints in a professional manner.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Helped customers find specific products, answered questions, and offered product advice.
- Collected payments and provided accurate change.
- Answered incoming telephone calls to provide store, products and services information.
- Trained new team members in cash register operation, stock procedures, and customer services.
- Took ownership of each call by listening attentively to understand individual needs.
- Resolved customer complaints and issues promptly and professionally.
- Greeted customers warmly upon arrival at store locations or over the phone.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Education
High School Diploma -
South Hills High
06-2008
Skills
- Identification options
- Affidavit preparation
- Document verification
- Loan document signing
- Microsoft office expertise
- Strong communication skills
- Document scanning
- Keyboard shortcuts
Languages
English
Professional
Spanish
Professional
American Sign Language
Limited
Timeline
Notary Public
Self Employed Services
03.2023 - Current
Loan Officer Assistant
Statewide Funding Inc
02.2011 - Current
Sales Associate /Bilingual Customer Service Representative
Frazee Paint
05.2009 - 10.2010
High School Diploma -
South Hills High
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