Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jordan Southwick

Gilbert,AZ

Summary

Extremely detail-oriented and organized loan processor seeking a position that will enable me to exceed the company and client’s expectations during the home loan process. Results-oriented Loan Processor highly effective at coordinating documents and processes between departments, clients, realtors and attorneys. Expert problem solver and organizer. Over seven years of experience in loan processing and mortgages.

Overview

12
12
years of professional experience

Work History

Senior Loan Processor

First Centennial Mortgage
Mesa, AZ
08.2021 - Current
  • Evaluated approvals against established bank and government lending standards.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.

Loan Processor

Starboard Financial
Gilbert, AZ
03.2017 - 08.2021
  • Review and organize loans to submit to Underwriting for initial and final review
  • Experience with Conventional, FHA, VA, USDA, and Government Assistance program files
  • Experience with Encompass
  • Ensure that we meet or exceed all closing dates
  • Manage a pipeline of 35-40 closed loans monthly
  • Complete all order outs for files including title work, homeowners insurance, verification of employment, verification of rent, payoffs, flood insurance, credit supplements, etc
  • Review and follow up on conditions with underwriting and clients to ensure an easy loan process for all
  • Work directly with customers, realtors and attorneys to ensure high customer satisfaction
  • Issue proper disclosures required by regulatory compliance including title fees and rate locks
  • Coordinate closings with title companies and clients
  • Complete closing screens to assist in funding

Compliance Specialist

Starboard Financial
Gilbert, AZ
11.2015 - 03.2017
  • Review and organize loans with Loan Officers to submit to Processing
  • Disclosing all initial disclosures
  • Ensure timelines and disclosures meet compliance requirements
  • Order IRS transcripts

Shift Leader/Bartender

Charlestons
Masa, AZ
08.2011 - 03.2017
  • Excellent customer service skills and efficient staff management
  • Train, lead and motivate new and existing employees to improve maximum efficiency
  • Quickly identify problem situations and skillfully resolve incidents to the satisfaction of involved parties

Education

Associate of Science - Diagnostic Medical Sonography

West Coast Ultrasound Institute - Phoenix
Phoenix, AZ
06.2013

Skills

  • Borrower Correspondence
  • Government Standards
  • Application Reviews
  • Creditworthiness Determination
  • Automated Underwriting Systems
  • Income Evaluation
  • Teamwork and Collaboration
  • Employment Verification
  • Loan Closing
  • Client Data Gathering
  • Analytical and Critical Thinking
  • Regulatory Compliance

Timeline

Senior Loan Processor

First Centennial Mortgage
08.2021 - Current

Loan Processor

Starboard Financial
03.2017 - 08.2021

Compliance Specialist

Starboard Financial
11.2015 - 03.2017

Shift Leader/Bartender

Charlestons
08.2011 - 03.2017

Associate of Science - Diagnostic Medical Sonography

West Coast Ultrasound Institute - Phoenix
Jordan Southwick