Julie Jacobs
Pittsford,NY
Summary
Knowledgeable Loan Processor bringing 22 years of experience in banking and financial positions with excellent customer service skills. Highly skilled in working well with people of all backgrounds to complete work on time. Adept at building loyalty and trust between company and customer.
Overview
11
11
years of professional experience
Work History
US&C Parts Planner
Kodak Alaris
Rochester, NY
12.2022 - Current
- I am currently fluent in D365, Service max and Forecast pro
- I have parts added to the system by using Product master and Transfer prices by using pricing master
- I set the new sales prices once the parts are added to D365
- In charge of Purchasing from Vendors ( Luxvision, Kaie, PMA, Cranel, ebay, amazon, for parts and manufacturing
- Place monthly ocean orders
- Set up item coverages for each item
- Plan how many scanners we need to buy for Panasonic and cannon each month
- Monthly report for item usage and resetting item coverage for each item
- Daily backorder report for Field engineers with dates of when parts are ordered and when they are expected to be in
- Complete Production orders for manufacturing
- Complete monthly inventory adjustments
- Monthly MOR report and meetings to discuss goals and any up coming End of life buys we need to complete through the world
- Facilitate weekly parts meeting
- Manage the FSL's in US and Canada
- Manage Catalina orders
- Manage RMA returns for catalina
- Work with customer service on late packages or wrong shipments received
- Release parts to the warehouse for shipping
- Request salvage parts and Re work parts to be tested
- setting parts bombs for kits
Remote Mortgage Processor
Cross Country Mortgage
Buffalo, NY
05.2022 - 10.2022
- I closed and funded 110 loans in 5 months
- Sonyma, Broker mortgages,home equities, Conventional, FHA and VA loans
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Created and completed loan submission packages.
- Managed conditions sent from underwriting departments.
- Maintained complete confidentiality of submitted information according to release guidelines.
- Filed completed packages quickly and efficiently.
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
- Gathered property appraisals, surveys and tax records to update mortgage loan files.
- Determined loan eligibility by conducting income analysis, credit checks and repayment ability reviews.
Managing Owner
Landing Bar and Grille
Fariport, NY
12.2017 - 06.2022
- Managed operations budgeting, accounts payable and accounts receivable and payroll.
- Kept records for production, inventory, income and expenses.
- Established favorable relationships with vendors and contractors, facilitating contract negotiation and development of marketing and sales strategies.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Made financial and logistics decisions in best interest of company.
- Hired, supervised and mentored staff of 20 bar and kitchen employees.
Remote Mortgage Processor
Flagstar Bank, FSB
Saratoga, NY
05.2020 - 05.2022
- I processed and closed 247 loans for 2020 and 262 in 2021
- Construction, Reverse Mortgage, Renovation, home equity, conventional, FHA, VA and USDA loans
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Created and completed loan submission packages.
- Managed conditions sent from underwriting departments.
- Maintained complete confidentiality of submitted information according to release guidelines.
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
- Determined loan eligibility by conducting income analysis, credit checks and repayment ability reviews.
- Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
Remote Sales Loan Processor
Prime Lending Group
Buffalo, NY
07.2018 - 05.2020
- I processed and closed 139 loans for 2019 & 33 loans for 2020
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Currently do the initial review of the loans, contact borrowers with a welcome email and request additional documentation if needed
- After the loan is committed, I contact the borrower to go over the commitment and request conditions
- During the mortgage process, I was responsible for ordering appraisals, verification of employment, re-disclosing loans and completing the Closing disclosure to send to the borrower
- I work with the borrower, attorneys and real estate agents through the mortgage process until closing
- Processing FHA, Conventional, USDA, Renovation & New Construction loans
Sales Loan Processor/Underwriter Remote
MB Mortgage
Buffalo, NY
03.2018 - 07.2018
- The company announced they were closing the mortgage division 6 days after I started the job in March 2018
- I processed the loans and helped close down the pipeline until our whole mortgage branch moved to Prime Lending in July 2018.
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Sales Loan Document Analyst
Wells Fargo Mortgage
Rochester, NY
03.2013 - 03.2018
- I worked with the Boston sales team
- I processed loans for the top producing Loan Officer in Boston and provide top notch customer service to her clients
- In 2017, I processed and closed 211 loans totaling $50 million
- In 2016, I processed and closed 220 loans totaling 60 million
- I currently process FHA, VA, Conventional and Jumbo mortgages
- I am also responsible for making sure work is assigned to the rest of the loan document specialists and training the processors on new policies and programs.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
- Determined loan eligibility by conducting income analysis, credit checks and repayment ability reviews.
Education
Albion High School
06.1995
Skills
- Processing documents
- Proficient in Encompass, D365, Microsoft Excel and Word
- Communication
- Team building
- Friendly, positive attitude
- Generating reports
- Information verification
- Verifying information
- Multitasking
- Troubleshooting
- Microsoft Office
Timeline
US&C Parts Planner
Kodak Alaris
12.2022 - Current
Remote Mortgage Processor
Cross Country Mortgage
05.2022 - 10.2022
Remote Mortgage Processor
Flagstar Bank, FSB
05.2020 - 05.2022
Remote Sales Loan Processor
Prime Lending Group
07.2018 - 05.2020
Sales Loan Processor/Underwriter Remote
MB Mortgage
03.2018 - 07.2018
Managing Owner
Landing Bar and Grille
12.2017 - 06.2022
Sales Loan Document Analyst
Wells Fargo Mortgage
03.2013 - 03.2018
Albion High School
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