John Legate
Winston-Salem,NC
Summary
Efficient professional with 5+ years of experience and a proven knowledge of customer communications, data entry, and report generation. Aiming to leverage my skills to successfully fill the Loan Processor role at your company. Looking to expand my knowledge and skill set regarding mortgage loan processing and servicing. Hoping to work with your team to provide use of my highly adaptive and focused work ethic.
Overview
8
8
years of professional experience
Work History
Scheduler
Blend
San Fransico, CA
09.2021 - Current
- Scheduled notaries to meet customers for closings and post-closing signings in Atclose.
- Answered calls from notaries to assist with questions and concerns regarding their signings.
- Coordinated with title offices for signings for cash out signings when needed.
- Used Atclose and Zendesk for fee adjustments, pulling daily reports, suspending signings, sending closing documents to notaries, and responding to messages from the assigned notaries.
- Confirming with notaries that they have documents and information needed.
- Met and exceeded daily production expectations tracked based on tasks completed and calls taken.
Scheduler
Sourcepoint Mortgage
Palm Bay, FL
01.2020 - 06.2021
- Accurately notated files and tracked pipeline in real time.
- Followed up and responded to customer and in-house inquiries on transactions as needed in order to provide excellent customer support.
- Acted as first point of contact to set closing appointments for prospective clients.
- Completed daily logs for management review.
Post-Closing/Mortgage Loan Processor Assistant
Sourcepoint Mortgage
Palm Bay, FL
01.2019 - 01.2020
- Reviewed and fixed issues in-house on loans post-closing.
- Documented and tracked exceptions on loans post-closing.
- As requested, obtained home owners insurance documents and assisted with updating homeowners insurance with a new mortgagee clause.
- Assisted with contacting customers to schedule closing appointments and complete pending loan documents.
Loan Closer/Funder
Sourcepoint Mortgage
Palm Bay, FL
12.2017 - 01.2019
- Prepared and reviewed all loan closing documents to meet compliance per state and federal regulations.
- Worked with third parties such as title companies and attorney offices to coordinate and complete closings.
- Funded and finalized loan closings, ensuring documents are accurately completed.
- Managed and resolved any concerns, problems, or documentation errors within a timely manner.
- Maintained checklists of required documentation and open issues affecting closings.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Handled various loan types, including FHA, VA, Conventional and USDA, both streamline and full doc.
Customer Service Team Leader
Sourcepoint Mortgage
Palm Bay, FL
11.2016 - 12.2017
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
- Motivated team to meet and exceed monthly goals.
- Bi-weekly coaching with individual team members and conducted regular quality checks on calls.
- Supervised team to ensure they accurately and thoroughly answered questions as well as provide excellent customer for life quality service.
- Resolved service problems by clarifying customer's complaint, determining cause of their problem and selecting the best route to resolve the complaint.
Customer Service Representative
Sourcepoint Mortgage
Palm Bay, FL
11.2015 - 11.2016
- Answered inbound calls from customers in regards to their current mortgages Consistently keeping >90% quality to exceed corporate standards.
- Addressed any customer questions with a professional and helpful mannerism.
- Accurately documented, researched and help to resolve customer's mortgage administrative issues.
- Defused volatile customer situations calmly and courteously.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Logistics Associate
Office Depot Inc
Viera, FL
09.2015 - 01.2016
- Off-loaded merchandise and stocking it in a timely manner.
- Maintained upkeep on the store to keep it in near proper order.
- Lifted up to 60lbs of furniture and printers to put it in place or provide to customers for their purchase.
- Worked as a team to complete daily retail tasks. Assisting in cashiering and IT when needed.
- Answered customer questions regarding store merchandise, department information and pricing.
Repair Technician
Accutec Electronics, Inc
New Ellenton, SC
08.2014 - 07.2015
- Troubleshot, repaired and cleaned cable line gear and power supplies.
- Kept accurate track of components used and units repaired.
- Maintained and repaired tools, equipment and machines.
- Operated precision measuring instruments and electronic testing devices.
- Utilized appropriate tools to accomplish tasks, including soldering iron, bead blast, and a cable spectrum analyzer.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
Education
High School Diploma -
EAU GALLIE HIGH SCHOOL
06.2008
Skills
- Competent with Microsoft Outlook, Word and Excel
- Excellent analytical problem solving skills
- Exceeds at multitasking
- Team management
- Clear and helpful written and verbal communicator
- Highly adaptive and quick learner
Timeline
Scheduler
Blend
09.2021 - Current
Scheduler
Sourcepoint Mortgage
01.2020 - 06.2021
Post-Closing/Mortgage Loan Processor Assistant
Sourcepoint Mortgage
01.2019 - 01.2020
Loan Closer/Funder
Sourcepoint Mortgage
12.2017 - 01.2019
Customer Service Team Leader
Sourcepoint Mortgage
11.2016 - 12.2017
Customer Service Representative
Sourcepoint Mortgage
11.2015 - 11.2016
Logistics Associate
Office Depot Inc
09.2015 - 01.2016
Repair Technician
Accutec Electronics, Inc
08.2014 - 07.2015
High School Diploma -
EAU GALLIE HIGH SCHOOL
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