Jennifer Sanchez
Colton,CA
Summary
With a proven track record at Mortgage Works LLC, I excel in regulatory compliance and customer service, showcasing a knack for improving process flows and enhancing client relations. Leveraging skills in Microsoft Excel and conflict resolution, I've consistently exceeded customer satisfaction goals and streamlined operations, demonstrating a goal-oriented mindset and a flair for efficient territory management.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Field Representative
Mueller Reports
Tonawanda, NY
09.2024 - Current
- Ensured compliance with all applicable laws, regulations, policies, procedures, and standards.
- Performed inspections of current construction, refurbishment, and repair projects.
- Documented any irregularities found during inspections and reported them to the appropriate authorities.
- Conducted detailed inspections of residential, commercial and industrial buildings.
- Assessed interior features such as fireplaces, stairs, balconies and railings for proper installation.
- Assessed the condition of roofs, walls, floors and foundations for signs of deterioration or damage.
- Evaluated landscaping elements such as fencing, walkways and retaining walls for compliance with regulations.
- Inspected properties for compliance with local and state safety codes.
- Documented findings with professional reports and correspondence, including corrective action recommendations to return properties to compliant status.
- Followed up on previously identified problems at inspected sites to confirm resolution.
- Reported all findings in written documents.
- Inspected smoke detectors, carbon monoxide alarms and other safety devices.
- Identified needs of customers promptly and efficiently.
- Recognized by management for providing exceptional customer service.
- Maintained updated knowledge through continuing education and advanced training.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Completed day-to-day duties accurately and efficiently.
- Updated and maintained databases with current information.
Valuation Manager
Mortgage Works LLC/ Mountain West Financial-Lender
Redlands, CA
01.2016 - 05.2024
- Promoted to Valuation Manager in 2016.
- Approved employee timecards, time-off requests.
- Manage a team of valuation coordinators as their direct manager.
- Research and keep up to date on all regulations pertaining to AIR, AMC licensing, and appraiser regulation at the state and local levels.
- Improved process flows incorporated new system software and kept operations streamlined and time-efficient within Mortgage Works, AMC.
- Work with the Management Team at Mountain West Financial on several projects and processes regarding appraising and maintaining a compliant appraisal management company in AZ, CA, NV, CO, and UT.
- Track and report production numbers with regard to order numbers and department productivity to upper management on a daily basis.
- Maintained vendor/appraiser relations.
- Established and improved client communications; maintained ongoing relationships.
- Maintained vendor relations with over 300 wholesale brokers and 73 retail branches in California, Colorado, Nevada, Oregon, and Arizona.
- Publish policy and procedure within the Mortgage Works AMC organization as needed.
- Manage a panel of over 350 appraiser vendors for the Mortgage Works AMC organization in multiple states.
- Worked with Accounting in balancing the Mortgage Works, AMC budgets, and revenue for the company.
- Performed and recorded webinars, conducted monthly processor meetings, and assisted in sales meetings with production using PowerPoint presentations regarding new operations processes.
- Assisted in executive meetings and reported new policy pertaining to the Mortgage Works Appraisal Management Company.
- Implemented new software and processes companywide for both Production (Sales) and internally with staff.
- Assist in DBO and investor audits on an annual basis for AMC regulations with multiple states.
- Used strong research skills to improve understanding of local areas and properties.
- Participated in professional development programs related to valuation techniques and methods.
- Maintained up-to-date knowledge of local market information.
- Monitored changing regulations affecting the real estate industry at both state and federal levels.
- Maintained accurate records of all activities undertaken during each assignment undertaken by the firm.
- Reviewed comparable sales data, appraisals, deeds, titles and other documents related to the valuation process.
- Assessed external factors such as zoning changes that could affect the value of a given property.
- Identified needs of customers promptly and efficiently.
- Conducted testing of software and systems to ensure quality and reliability.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Achieved cost-savings by developing functional solutions to problems.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Worked effectively in team environments to make the workplace more productive.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Valuation Lead
Mortgage Works LLC/ Mountain West Financial-Lender
01.2012 - 01.2016
- Dealt with all escalations and customer service issues
- Ordered appraisal reports in compliance with AIR (Federal regulation)
- Reported production numbers to upper management
- All tracking of departmental processes done through excel
- Interact with appraisers, real estate agents, branches, and broker clients to coordinate inspection dates and needed repairs on properties
- Maintained high customer service levels-answered all phone calls and emails in a timely manner
- Tracking of property inspections, appraisal due dates, and all compliance regulation in regard to Appraiser Independence Regulation
Valuation Coordinator
Mortgage Works LLC/ Mountain West Financial-Lender
01.2010 - 01.2012
- Ordered appraisal reports in compliance with AIR (Federal regulation)
- Interact with appraisers, real estate agents, branches, and broker clients to coordinate inspection dates and needed repairs on properties
- Maintained high customer service levels-answered all phone calls and emails in a timely manner
- Tracking of property inspections, appraisal due dates, and all compliance regulation in regard to Appraiser Independence Regulations
Underwriter Assistant
Mountain West Financial
02.2007 - 04.2010
- Company Overview: Same Lender/company
- Underwrote level 1 loan products
- Vast knowledge in FHA, VA (government financing loan products)
- Signed off conditions and assisted DE Underwriters with loan files
- Same Lender/company
Office Manager
Novastar Home Mortgage (Branch)
Long Beach, CA
09.2004 - 08.2007
- Company Overview: (Closed)
- Processed all loan files for the Long beach Branch of Novastar
- Oversaw loan officers and assisted them with putting their mortgage loans together
- Ran DU, credit, and interacted with marketing in getting exceptions on certain loan products
- Assisted the branch manager in payroll and any employee disciplinary actions that needed to be taken
- (Closed)
- Coded and entered daily invoices with in-house accounting software.
- Assisted in developing budgets for departmental expenses.
- Managed, scheduled and coordinated office functions and activities for employees.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Negotiated contracts with vendors, securing favorable terms and cost savings.
- Supervised staff members, organized schedules and delegated tasks.
- Developed and implemented office policies and procedures.
- Assigned work and monitored performance of project personnel.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Reviewed completed work to verify consistency, quality, and conformance.
- Managed office inventory and placed new supply orders.
- Coordinated meetings, conferences, travel arrangements and department activities.
Education
Associates Degree - Paralegal Studies
Platt College
Ontario, CA01.2009
High School Diploma -
San Bernardino High School
01.2001
Skills
- Customer service
- Conflict resolution
- Policy Development
- Research
- Vendor Relations
- Regulatory compliance
- Loan underwriting
- Time management
- Presentation skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft 365
- Microsoft Teams
- Goal-oriented mindset
- Territory management
- Route coordination
- Customer relations
- Pipeline management
- Real estate
- Property management
Software Proficient
- Data Trac
- Windows XP
- Excel
- Word
- Filebound (paperless filing system)
- Microsoft Outlook
- Microsoft Office
- Microsoft Teams
- A La Mode (Mercury Network)
- Power Point
- Lending QB LOS system
- Global DMS
- EVO AMC software
Certification
- Notary Public-Commission Exp. 1/26/2029
Timeline
Field Representative
Mueller Reports
09.2024 - Current
Valuation Manager
Mortgage Works LLC/ Mountain West Financial-Lender
01.2016 - 05.2024
Valuation Lead
Mortgage Works LLC/ Mountain West Financial-Lender
01.2012 - 01.2016
Valuation Coordinator
Mortgage Works LLC/ Mountain West Financial-Lender
01.2010 - 01.2012
Underwriter Assistant
Mountain West Financial
02.2007 - 04.2010
Office Manager
Novastar Home Mortgage (Branch)
09.2004 - 08.2007
Associates Degree - Paralegal Studies
Platt College
High School Diploma -
San Bernardino High School
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