Loan operations specialist seeking full time role in the financial services industry.
Open To Work
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Hi, I’m
Jennifer Swanson
Mortgage Closing Specialist
Minneapolis,MN
Summary
Education
WITCRice Lake, WI
No Degree from Business Administration
02.1998 - 08.1998
University Overview
Hayward High SchoolHayward, WI
High School Diploma
08.1994 - 05.1997
University Overview
Skills
- Document review
- Credit analysis
- Appraisal review
- Loan documentation
- Anti-money laundering
- Portfolio management
- Loan modifications
- Adjustable-rate mortgages
- Conventional loans
- Construction loans
- HMDA compliance
- Fair lending practices
- RESPA compliance
- Document analysis
Ability to prioritize
Loan closing/funding
Conflict resolution
Teamwork and collaboration
Customer service
Time management
Work History
North Star Mini Storage St. Paul, MN
On-Site Property/Office Manager
03.2024 - 12.2025
Job overview
- Met with prospective tenants to show units and explain terms of occupancy.
- Kept updated records of property vacancies and lease renewals to proactively fill open units.
- Prepared monthly reports detailing occupancy rates, revenue generated from rentals, delinquency rates among tenants.
- Maintained detailed records of financial transactions, lease documents, and collection efforts on delinquent accounts.
- Performed regular inspections of the property to identify anything in need of repairs.
- Kept office clean, organized, and stocked with necessary supplies.
- Cleaned vacant units and disposed of all trash left on property and/or in parking lots.
Wings Financial Credit UnionApple Valley, MN
Member Credit Specialist
07.2023 - 02.2024
Job overview
- Effectively managed a high volume of accounts and maintained accurate records.
- Researched member's financial history to determine appropriate collection actions.
- Investigated and resolved customer questions and concerns via phone and email.
- Negotiated payment plans with customers in order to reduce overdue balances.
- Utilized problem-solving skills to resolve customer disputes promptly and efficiently.
Summit Mortgage CorporationMinneapolis, MN
Senior Mortgage Loan Closer
01.2020 - 11.2022
Job overview
- Managed large pipeline in Encompass, prioritizing tasks to meet deadlines while maintaining an organized workflow.
- Generated accurate closing disclosures in accordance with Truth In Lending Act guidelines.
- Prepared legal documents, coordinating with settlement agents and ensuring all required documentation was accurate and in order.
- Reviewed loan documents and verified accuracy of information to ensure regulatory compliance.
- Monitored progress throughout life of loans while providing regular updates to management and sales teams.
- Collaborated with title companies to coordinate closings and obtain necessary documentation for funding.
- Maintained up-to-date knowledge of industry regulations, implementing necessary adjustments to ensure compliance.
US Bank Home MortgageHopkins, MN
Loan Closer/Funder
10.2011 - 02.2017
Job overview
- Prepared prelim CD and collaborated with title agent to obtain balanced figures.
- Emailed initial CD to borrower(s), and monitored receipt to ensure timely acknowledgement.
Processed legal docs and sent to title company for closing. - Trained temporary staff, new employees, and cross-trained with other departments as needed.
Timeline
On-Site Property/Office Manager
North Star Mini Storage
03.2024 - 12.2025
Member Credit Specialist
Wings Financial Credit Union
07.2023 - 02.2024
Senior Mortgage Loan Closer
Summit Mortgage Corporation
01.2020 - 11.2022
Loan Closer/Funder
US Bank Home Mortgage
10.2011 - 02.2017
WITC
No Degree from Business Administration
02.1998 - 08.1998
Hayward High School
High School Diploma
08.1994 - 05.1997