Jennifer Wemmer
Newport Beach,CA
Summary
Detail-oriented loan processor with expertise in compliance management, workflow efficiency, and customer relationship management. Proven ability to manage a pipeline of loans while ensuring data accuracy and timely processing.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Loan Processor
Self-Employed Third Party Processor
Newport Beach, California
10.2020 - Current
- Reviewed loan applications for accuracy and completeness.
- Coordinated with lenders to gather necessary processing documentation.
- Monitored loan processing timelines to ensure workflow efficiency.
- Prepared organized loan files for underwriting by compiling required materials.
- Assisted in compliance checks to uphold regulations and policies.
- Submitted completed loan packages to underwriting department for decisions.
- Ordered appraisals and title services on behalf of borrowers as needed.
- Responded to customer inquiries regarding loan status, ensuring satisfaction.
Bookkeeper
Wemmer Business Services
Newport Beach, California
02.2014 - Current
- Reconciled bank statements, ensuring accuracy in financial records.
- Prepared monthly financial statements for management review.
- Utilized accounting software to enhance bookkeeping efficiency.
- Executed month-end closing activities to maintain accurate reporting.
- Entered deposits, credit card charges, and sales data to support cash management.
- Assisted in annual tax return preparation, ensuring compliance with regulations.
Education
Master of Arts - Education
National University
La Jolla, CA05-2005
Bachelor of Science - Family And Consumer Sciences
California State University, Long Beach
Long Beach, CA12-1998
Skills
- Compliance management
- Financial statement evaluation
- Documentation organization
- Underwriting coordination
- Customer relationship management
- Workflow efficiency
- Manage a pipeline of 20 loans
- Time management
Certification
CA Real Estate License - Nov 2024
Timeline
Loan Processor
Self-Employed Third Party Processor
10.2020 - Current
Bookkeeper
Wemmer Business Services
02.2014 - Current
Master of Arts - Education
National University
Bachelor of Science - Family And Consumer Sciences
California State University, Long Beach