Joanna Udave
Santa Ana,CA
Summary
Driven professional with substantial experience in eligibility assessment, known for precision and reliability. Adept at streamlining processes to improve efficiency and compliance. Valued team player with commitment to collaborative success and adaptability to evolving requirements. Skilled in client interaction and regulatory adherence.
Overview
6
6
years of professional experience
Work History
Eligibility Technician
County Of Orange
08.2023 - Current
- Processed eligibility applications efficiently to determine program qualifications and compliance with regulations.
- Reviewed documentation for accuracy, ensuring timely processing of benefits for clients.
- Assisted clients in understanding eligibility requirements and navigating application procedures effectively.
- Maintained detailed records of client interactions and case statuses within electronic systems.
- Conducted outreach initiatives to educate the community on available services and resources.
- Provided training support to new staff, sharing knowledge of eligibility processes and system navigation skills.
- Participated in professional development opportunities to stay current on changes in state and federal regulations affecting program administration.
Mortgage Loan Closer
HomeBridge Financial Services, Inc
05.2020 - 05.2022
- Reviewed and verified loan documents for compliance with federal and state regulations.
- Coordinated closing schedules with lenders, real estate agents, and clients to ensure timely transactions.
- Analyzed borrower financial information to confirm eligibility for various mortgage products.
- Prepared and distributed closing disclosures, ensuring accuracy of terms and conditions presented to clients.
- Communicated effectively with stakeholders to resolve any discrepancies prior to loan closing.
- Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
- Implemented process improvements that enhanced operational efficiency in the closing workflow.
- Maintained detailed records of all closings, facilitating efficient audit processes and compliance checks.
Mortgage Loan Closer
Ocean Lending Home Loans, Inc
11.2019 - 04.2020
- Managed a high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
- 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.
- Maintained detailed records of each closed loan for future reference and auditing purposes.
- Expedited mortgage loan approval by effectively collaborating with underwriters and loan officers.
- Collaborated with title companies for smooth and accurate execution of closing documents.
Credit Service Representative
Smile Brands
08.2019 - 11.2019
- Managed customer inquiries regarding credit applications and account statuses.
- Assisted in resolving billing discrepancies to enhance customer satisfaction.
- Processed credit transactions using proprietary software efficiently and accurately.
- Received inbound customer calls related to credit and accounts receivable.
Education
High School Diploma -
Century High Scool
Santa Ana, CANo Degree -
Santa Ana College
Santa Ana, California, CA06-2028
Skills
- Verbal communication
- Microsoft office
- Interviewing techniques
- Training skills
- Community outreach
- Customer service
Languages
Spanish
Native or Bilingual
Timeline
Eligibility Technician
County Of Orange
08.2023 - Current
Mortgage Loan Closer
HomeBridge Financial Services, Inc
05.2020 - 05.2022
Mortgage Loan Closer
Ocean Lending Home Loans, Inc
11.2019 - 04.2020
Credit Service Representative
Smile Brands
08.2019 - 11.2019
High School Diploma -
Century High Scool
No Degree -
Santa Ana College