Jeremy Anderson

• Overlooked all documents to ensure collected data was accurate, organized properly, meets state and federal regulations, and were on track for loan to be funded
• Coordinated closing schedule with title company and provided settlement document for review and approval
• Provided complete closing package which buyer signed at closing
• This package included final loan application, loan estimate and closing disclosure, title insurance documents, deed of trust, bill of sale, affidavit of title, and tax documents, among others.
• Pleasantly answered questions from customers, typically returning calls within 1 hour.
• Managed high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
• Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
• Provided comprehensive training to junior staff members on loan closing procedures and best practices.
• Improved overall operational efficiency by implementing new software solutions for mortgage processing tasks.
• Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
• Enhanced loan closing efficiency by streamlining document preparation process.
• Worked with underwriters to fix application problems and resolve issues.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Managed high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.

• Mortgage closer
• Mortgage Capital partners
• Coordinated proceedings for mortgage closing
• Resolved concerns, documented issues and managed problems
• Acted as intermediary between both parties during mortgage closings
• Collected and ensured all required documents were in order
• Scheduled mortgage closing dates and ensured all parties were available to participate.
• Pleasantly answered questions from customers, typically returning calls within 1 hour.
• Managed high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
• Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
• Provided comprehensive training to junior staff members on loan closing procedures and best practices.
• Improved overall operational efficiency by implementing new software solutions for mortgage processing tasks.
• Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
• Negotiated favorable terms with lenders on behalf of clients, securing lower interest rates or better repayment conditions when possible.
• Evaluated borrower creditworthiness through thorough analysis of financial documents before initiating closing process.
• Expedited mortgage loan approval by effectively collaborating with underwriters and loan officers.
• Enhanced loan closing efficiency by streamlining document preparation process.
• Increased customer satisfaction by providing clear explanations of complex mortgage terms and conditions.

Monitored and ensured procedures regarding mortgage loans were being met according to company guidelines and policies

• Determined non-compliant operations and documented details
• Advised management with reports and recommendations of improvements.
• Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
• Maintained confidentiality, handling sensitive information discreetly throughout all stages of audit process.
• Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
• Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
• Planned and executed follow-up audits at appropriate intervals.
• Followed established auditing processes to meet internal and regulatory requirements.
• Developed strong relationships with clients, building trust and ensuring high level of satisfaction during audit process.
• Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within team.
• Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement.
• Performed observations and evaluated supporting documents to supplement audit findings.
• Conducted risk assessments to determine areas requiring increased focus during subsequent audits.

• Mortgage capital partners
• Assisted with mortgage loan closing processes by reviewing loan documents for compliance, completeness and accuracy
• Obtained missing information, prepared files and provides support to internal external customers
• Followed up with loan packages and ensured processes are followed according to policies and procedures.
• Checked accuracy and completeness of all paperwork.
• Conducted thorough reviews of closed loan files for accuracy and completeness.
• Worked with warehouse banks to manage shipment of collateral documents.
• Improved workflow efficiency by implementing an organized filing system for closed loans.
• Assisted in training new employees on post-closing procedures, contributing to a knowledgeable workforce.
• Completed post-closing quality control evaluations of originated mortgage loans.
• Maintained open communication with team members, fostering a collaborative work environment that led to improved performance outcomes.
• Actively participated in ongoing professional development opportunities to stay current on industry trends and regulations.
• Contributed innovative ideas during team meetings aimed at improving overall department productivity and effectiveness.
• Calculated, reviewed and corrected errors on interest, principal and closing costs.