Jodi Wessels
Mortgage Loan Closer / Funder
Port Saint Lucie,FL
Summary
Detail-oriented and methodical Closer successful in assembling closing documentation for FHA, VA, Conventional, and USDA loans. Work quickly and accurately to meet strict standards, clear issues and prepare document packages. Handle industry-funded and government-backed loans with skill and efficiency.
Overview
11
11
years of professional experience
Work History
Customer Service Special Teams
Blue Lantern Health / Health Insurance.com
02.2023 - Current
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Ensured compliance with HIPAA regulations when handling sensitive patient information, protecting client privacy at all times.
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
Senior Mortgage Loan Closer
Fairway Independent Mortgage
03.2021 - 07.2022
- Improved efficiency of mortgage closings through regular communication with borrowers, brokers, and legal counsel.
- Increased client satisfaction rates by providing personalized guidance throughout the loan closing process.
- Ensured accuracy in preparation and distribution of necessary paperwork for real estate transactions during mortgage closings.
- Expedited funding requests from title companies, facilitating faster completion of transactions for clients.
- Managed a high volume of loans simultaneously while maintaining strict attention to detail and organization for each file.
- Conducted detailed pre-closing audits, identifying potential issues that could delay or prevent successful loan closings.
- Ensured regulatory compliance with comprehensive knowledge of relevant laws, regulations, and industry standards.
- Demonstrated adaptability during periods of change, effectively navigating shifts in policies or procedures while continuing to exceed expectations.
Mortgage Loan Closer
Paramount Residential Mortgage Group
11.2017 - 03.2021
- Prepared all paperwork for loan package and arranged final closing meeting.
- Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
- Increased customer satisfaction by providing clear explanations of complex mortgage terms and conditions.
- Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
- Communicated closely with inter-company staff members to promote quick and effective loan workflow.
- Safeguarded regulatory compliance by staying current on industry laws, policies, and guidelines.
- 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.
- Delivered exceptional customer service, addressing client inquiries promptly and professionally.
- Reduced errors in loan documents through meticulous review and verification procedures.
- Identified potential roadblocks during the pre-closing phase and resolved issues proactively to avoid delays.
- Collaborated with title companies for smooth and accurate execution of closing documents.
- Streamlined communication between all parties involved in the mortgage process to ensure timely closures.
- Worked with underwriters to fix application problems and resolve issues.
- Provided support during audits to ensure compliance with federal and state regulations, contributing to a strong company reputation.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Mortgage Loan Closer
Hamilton Group Funding
03.2013 - 07.2017
- Prepared all paperwork for loan package and arranged final closing meeting.
- Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
- Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
- Enhanced loan closing efficiency by streamlining the document preparation process.
- Communicated closely with inter-company staff members to promote quick and effective loan workflow.
- Maintained detailed records of each closed loan for future reference and auditing purposes.
- 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.
- Identified potential roadblocks during the pre-closing phase and resolved issues proactively to avoid delays.
- Collaborated with title companies for smooth and accurate execution of closing documents.
- Provided highest level of service and support to customers, closing agents and realtors.
- Worked with underwriters to fix application problems and resolve issues.
Education
No Degree - Health Insurance 2-40
Xcel Florida
ONLINE06.2023
No Degree - Real Estate
Gold Coast Real Estate
Fort Lauderdale, FL02.2011
Skills
- Closing Procedures
- Funding Coordination
- Document Review
- Loan Disbursement
- Multi-tasking
- Quality Control
- File Management
- Time Management
- Loan Documentation
- Customer Service
- Software Proficiency
- Closing Support
Additional Information
Tech :
Salesforce
Doc Velocity / Scan docs
Encompass
Dropbox
Surefire
Timeline
Customer Service Special Teams
Blue Lantern Health / Health Insurance.com
02.2023 - Current
Senior Mortgage Loan Closer
Fairway Independent Mortgage
03.2021 - 07.2022
Mortgage Loan Closer
Paramount Residential Mortgage Group
11.2017 - 03.2021
Mortgage Loan Closer
Hamilton Group Funding
03.2013 - 07.2017
No Degree - Health Insurance 2-40
Xcel Florida
No Degree - Real Estate
Gold Coast Real Estate
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