Professional with strong background in loan processing and proven ability to deliver results. Adept at navigating complex financial documents and ensuring compliance with regulatory requirements. Known for fostering team collaboration and adapting to changing needs. Possesses key skills including loan documentation, risk assessment, and customer service, with focus on efficiency and accuracy.
Overview
39
39
years of professional experience
Work History
Sr. Loan Processor
Lennar Mortgage
Remote - Fort Collins, CO
06.2025 - Current
Managed loan processing workflows to ensure timely and accurate completion of applications.
Coordinated communication between clients, underwriters, and loan officers to streamline approvals.
Analyzed complex financial documents to assess borrower eligibility and risk factors effectively.
Executed quality control checks on processed loans to maintain adherence to company standards.
Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
Client Coordinator
Tender Care Pediatric Services & Medical Supply
Fort Collins, CO
09.2024 - 05.2025
Inventory Management: Overseeing stock levels, tracking expiration dates, and managing inventory control systems for consumables and durable medical equipment (DME).
Ordering and Purchasing: Procuring supplies, reviewing vendor contracts, verifying shipments, and approving equipment expense billings.
Distribution and Logistics: Delivering or arranging transport of equipment to departments or patient homes, including handling setup for discharges.
Compliance and Records: Ensuring all supply storage and documentation comply with OSHA, Medicare, Medicaid, and agency regulations.
Collaboration: Coordinating with clinicians, vendors, and materials management to address specialty needs and prevent supply shortages
Metro District Assistant Manager - Compliance
Centennial Consulting Group, LLC
Fort Collins, CO
12.2023 - 09.2024
Customer service via telephone, email, software, and in person contact
Work independently and within multiple teams
Dispatch approved work orders and ensure completion
Compose and proofread a variety of routine and non-routine documents including general correspondence, agendas, board meeting minutes, reports, newsletters and memoranda
Maintain a calendar of office activities, meetings, and various events
Schedule meetings and arrange for room set up; arrange for necessary materials to be available at meetings
Participate and assist in the administration of the office, recommend procedural changes affecting office function as applicable
Prepare for and attend client meetings, held monthly, quarterly, semiannually, or annually
Read and understand Governing Documents (Covenants, Guidelines, Bylaws, etc.)
Attend and participate in staff meetings and related activities
Attend workshops, conferences, and classes to increase knowledge
Perform a variety of general clerical duties including maintaining and filing records, verifying accuracy of the information, and recording information
Operate modern office hardware and software; routine use of office software applications, PCs, printers, and industry-specific software
Communicate clearly and effectively with internal and external contacts
Adhere to safe work practices and procedures.
Processing Manager
KBHS Home Loans, LLC
Remote - Fort Collins, CO
02.2021 - 12.2023
Cultivate branch awareness of mortgage products and services through frequent interaction with staff.
Support and advise management of internal and external products and regulations, as well as stay abreast of industry trends, best practices, and competitive information.
Implement and/or manage marketing service agreements (MSA).
Review customer surveys and report the responses to the appropriate parties.
Cultivate a culture of compliance and ethics.
Follow applicable state & federal laws and regulations.
Comply with company, FNMA, FHLMC, FHA, VA and industry standard rules and guidelines.
Other duties as assigned.
Supervisory Responsibilities
Carry out supervisory responsibilities in accordance with the company policies and applicable laws. Responsibilities include scheduling hours, interviewing and training employees; planning, assigning, and directing work; conduct performance evaluation; working with HR to address work related issues.
Exceptional communicator with the talent to easily identify issues, problems or concerns and mentor staff to self-discover resolutions and solutions.
Ability to effectively present information and respond to questions.
Excellent organizational skills and attention to detail.
Strong understanding of mortgage products and guidelines.
Processing Manager
Home American Mortgage - Richmond American Homes
Denver, CO
09.2015 - 02.2021
Cultivate branch awareness of mortgage products and services through frequent interaction with staff.
Support and advise management of internal and external products and regulations, as well as stay abreast of industry trends, best practices, and competitive information.
Implement and/or manage marketing service agreements (MSA).
Review customer surveys and report the responses to the appropriate parties.
Cultivate a culture of compliance and ethics.
Follow applicable state & federal laws and regulations.
Comply with company, FNMA, FHLMC, FHA, VA and industry standard rules and guidelines.
Other duties as assigned.
Supervisory Responsibilities
Carry out supervisory responsibilities in accordance with the company policies and applicable laws. Responsibilities include scheduling hours, interviewing and training employees; planning, assigning, and directing work; conduct performance evaluation; working with HR to address work related issues.
Exceptional communicator with the talent to easily identify issues, problems or concerns and mentor staff to self-discover resolutions and solutions.
Ability to effectively present information and respond to questions.
Excellent organizational skills and attention to detail.
Strong understanding of mortgage products and guidelines.
Mortgage Loan Processor
Pulte Mortgage
Englewood, CO
05.2014 - 09.2015
Process mortgage loan applications and documents.
Review and verify loan documents for accuracy and completeness.
Communicate with lenders and borrowers to obtain missing documents and information.
Review loan terms and conditions.
Compile loan closing documents.
Ensure compliance with state and federal regulations.
Produce reports and analysis of loan data.
Processing Manager
AmeriSave Mortgage
Atlanta, GA
09.2011 - 04.2014
Cultivate branch awareness of mortgage products and services through frequent interaction with staff.
Support and advise management of internal and external products and regulations, as well as stay abreast of industry trends, best practices, and competitive information.
Implement and/or manage marketing service agreements (MSA).
Review customer surveys and report the responses to the appropriate parties.
Cultivate a culture of compliance and ethics.
Follow applicable state & federal laws and regulations.
Comply with company, FNMA, FHLMC, FHA, VA and industry standard rules and guidelines.
Other duties as assigned.
Supervisory Responsibilities
Carry out supervisory responsibilities in accordance with the company policies and applicable laws. Responsibilities include scheduling hours, interviewing and training employees; planning, assigning, and directing work; conduct performance evaluation; working with HR to address work related issues.
Exceptional communicator with the talent to easily identify issues, problems or concerns and mentor staff to self-discover resolutions and solutions.
Ability to effectively present information and respond to questions.
Excellent organizational skills and attention to detail.
Strong understanding of mortgage products and guidelines.
Senior Loan Processor - Office Manager
Private Capital Group
Atlanta, GA
07.2006 - 09.2011
Process mortgage loan applications and documents.
Review and verify loan documents for accuracy and completeness.
Communicate with lenders and borrowers to obtain missing documents and information.
Review loan terms and conditions.
Compile loan closing documents.
Ensure compliance with state and federal regulations.
Produce reports and analysis of loan data.
Senior Loan Processor - Office Manager
Loan Broker
Littleton, CO
08.1987 - 06.2006
Process mortgage loan applications and documents.
Review and verify loan documents for accuracy and completeness.
Communicate with lenders and borrowers to obtain missing documents and information.
Review loan terms and conditions.
Compile loan closing documents.
Ensure compliance with state and federal regulations.