Katherine Burgess
Mandeville,LA
Overview
19
19
years of professional experience
Work History
Senior Wholesale Account Manager
Point Mortgage Corporation
06.2020 - 06.2022
- Collaborated with Underwriters, Account Executives and Brokers to ensure a quick and smooth transaction
- Contacted brokers for missing documentation provided updated to the Broker, brokers processor
- Responsible for reviewing and signing off conditions provided by the broker
- Reviewed income, analyzed complex income tax returns, credit reports, appraisals, property tax obligation, title work and a variety of assets statements
- Managed a pipeline of up to 60 loans
- Ensured compliance with company policies, underwriting guidelines and lending program requirements
- Trained incoming Account Managers, created processes, document and work balance tools for the Wholesale team.
Senior Loan Processor
Loan Monkey
05.2019 - 06.2020
- Managed and Maintained a pipeline of up to 80 loans
- Closed up to 40 loans per month
- Analyzed income, assets, credit reports, appraisals, purchase contract and title work
- Prepared loans for submission to several lenders
- Collaborated with all parties to ensure on time closings
Senior Loan Processor
Cornerstone Mortgage Group
05.2018 - 04.2019
- Managed and Maintained a pipeline of up to 30 loans, predominantly purchase transaction with 10 to 15 day closings
- Processed for the top two Producing Loan Officers Companywide for 2018
- Analyzed income, assets, credit reports, appraisals, purchase contract and title reports
- Prepared loans for submission to Underwriting
- Collaborated with all parties to ensure on time closings
Senior Loan Processor
Live Well Financial
09.2015 - 02.2018
- Analyzed income, assets, credit reports, appraisals, property tax payment history and title report to ensure the borrowers qualified for selected program
- Prepared loans for submission to Underwriting
- Considered top performer both in production and customer service
- Trained new hires and Jr. Loan processors
- Processed Reverse, VA, FHA and Conventional Mortgage Loans
Senior Loan Processor
Union Bank
10.2010 - 07.2014
- Calculated borrowers’ income, analyzed complex income tax returns, credit reports, appraisals, property tax obligation, prelim and a variety of assets statements
- Ensured compliance with company policies, underwriting guidelines and lending program requirements
- Collaborated with Loan Officers, Loan Processors and Account Executives to ensure a quick and smooth transaction
- Reviewed and cleared most underwriting conditions
- Managed a pipeline of up to 100 Jumbo loans
Underwriter
First Vision Financial
05.2009 - 10.2010
- Calculated debt to income ratios, reviewed income documentation, assets, paystubs, profit and loss statements, and tax returns
- Approved or denied loan applications and loan modifications
- Negotiated loan modifications with several different lenders
- Collaborated with borrowers to complete a monthly Budget and other necessary documentation to complete the Loan Modification Process
Program Manager
Operation Hope
05.2008 - 05.2009
- Supervised and trained a team of up to 20 Mortgage Hope Crisis Counselors
- Introduced and coordinated policy and procedure for the Mortgage Hope Crisis Program
- Prepared reports for National Call Center, Partners and Other Organization to obtain Grants
- Received Employee of the quarter
Contract Loan Processor/ Owner Operator
Loans by Katie
07.2003 - 05.2008
- Prepared and reviewed loan applications to submit to various lenders
- Contacted Lenders, Loan officers and Borrowers to obtain necessary documentation
- Managed a loan pipeline of over 50 loans per month, Closed 25 to 30
- Collaborated with Brokers, Banks and Lenders
Education
Program - Real Estate
Mesa College
San Diego, CA01.2010
Neighbor Works America - Counselor
01.2009
Data Tech Loan Processing Course - undefined
01.2002
Skills
- Conforming and Nonconforming Loans
- Reverse Mortgage
- Fannie Mae and Freddie Mac Guidelines
- FHA, VA
- Manufactured Homes
- Loan Modifications
Timeline
Senior Wholesale Account Manager
Point Mortgage Corporation
06.2020 - 06.2022
Senior Loan Processor
Loan Monkey
05.2019 - 06.2020
Senior Loan Processor
Cornerstone Mortgage Group
05.2018 - 04.2019
Senior Loan Processor
Live Well Financial
09.2015 - 02.2018
Senior Loan Processor
Union Bank
10.2010 - 07.2014
Underwriter
First Vision Financial
05.2009 - 10.2010
Program Manager
Operation Hope
05.2008 - 05.2009
Contract Loan Processor/ Owner Operator
Loans by Katie
07.2003 - 05.2008
Neighbor Works America - Counselor
Data Tech Loan Processing Course - undefined
Program - Real Estate
Mesa College
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