Jorge Romero
San Diego,CA
Summary
Analytical Lock Desk Specialist with nearly a decade of experience enhancing operations for organizations through information systems solutions. Proven track record of transforming specific business goals related to growth and efficiency improvements into new system procedures. Hardworking and passionate job seeker with strong organizational skills eager to secure Lock Desk position. Ready to help team achieve company goals.
Overview
11
11
years of professional experience
Work History
Lock Desk Analyst III
Mortgage Capital Trading
06.2014 - 04.2023
- Managed client pipelines valued at $350 million to ensure accuracy and timeliness of interest rate lock completion.
- Collaborated with management to escalate and address client inquiries or technical issues.
- Audited results and performed quality assurance to ensure accuracy of data.
- Maximized team knowledge and productivity by training, monitoring and directing employees to perform best industry practices and regulatory protocols.
- Collaborated with management and IT to create automation systems to reduce cost.
- Demonstrated strong organizational and time management skills while managing multiple projects
Loan Processor II
Wells Fargo Home Mortgage
02.2012 - 05.2014
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering government loans.
- Evaluated loan transactions against established bank and government lending standards.
- Handled any conditions or questions issued by mortgage loan underwriters.
Education
Master of Science - Real Estate Development
Woodbury University
Burbank, CA07.2022
Bachelor of Arts - Economics
San Diego State University
San Diego, CA05.2010
Skills
- Organizational Skills
- Proficient with Microsoft Windows, Office and Excel
- Knowledge of building and zoning codes
- Proficient with Revit, Rhino, Photoshop, Illustrator and Adobe suite
- Creative Issue Resolution
- Physical model making, 3D printing, laser cutting and rendering
Timeline
Lock Desk Analyst III
Mortgage Capital Trading
06.2014 - 04.2023
Loan Processor II
Wells Fargo Home Mortgage
02.2012 - 05.2014
Master of Science - Real Estate Development
Woodbury University
Bachelor of Arts - Economics
San Diego State University
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