Summary
Overview
Work History
Education
Skills
Timeline
Generic

Juli-Ann Christie

Fort Collins,CO

Summary

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.
  • Produce reports and analysis of loan data.

Education

Various Mortgage Courses

Skills

  • Logistics Management
  • Budget administration
  • Service excellence
  • Conflict resolution strategies
  • Strategic team guidance
  • Project execution management
  • Collaborative negotiation techniques
  • Skill enhancement facilitation
  • Loan processing proficiency
  • Proficient in teamwork dynamics
  • Procedure optimization
  • Thoroughness in execution

Timeline

Sr. Loan Processor

Lennar Mortgage
06.2025 - Current

Client Coordinator

Tender Care Pediatric Services & Medical Supply
09.2024 - 05.2025

Metro District Assistant Manager - Compliance

Centennial Consulting Group, LLC
12.2023 - 09.2024

Processing Manager

KBHS Home Loans, LLC
02.2021 - 12.2023

Processing Manager

Home American Mortgage - Richmond American Homes
09.2015 - 02.2021

Mortgage Loan Processor

Pulte Mortgage
05.2014 - 09.2015

Processing Manager

AmeriSave Mortgage
09.2011 - 04.2014

Senior Loan Processor - Office Manager

Private Capital Group
07.2006 - 09.2011

Senior Loan Processor - Office Manager

Loan Broker
08.1987 - 06.2006

Various Mortgage Courses
Juli-Ann Christie