Organized and dedicated with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
6
6
years of professional experience
Work History
Closer
Hamilton Home Loans
Sunrise, FL
12.2021 - 05.2022
Took lead in sending out preliminary closing disclosures, managing 20 loans per day, decreasing turn times and increasing monthly closing production.
Maintained checklists of required documentation and open issues affecting closings.
Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Verified government-backed loans followed strict agency guidelines.
Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
Analyzed identified defects and remediated issues by using established procedures and available resources.
Produced and submitted completed loan packages to title and escrow professionals.
Administrative Assistant
University Lending Group - University Bank
Ypsilanti, MI
06.2020 - 12.2021
Creation of 6 Excel databases to use in auditing and analysis of Management/Sales/Operations/Marketing production reporting.
Invoice and expense report submission/approval with accounting.
Completing monthly management reports and assistance with ULG Board packages.
Manage projects of varying scopes with direction from ULG President.
Assist marketing department in managing social media reach.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for staff teams.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Generated reports and typed letters in Word and prepared PowerPoint presentations.
Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
Organized weekly staff meetings and logged minutes for corporate records.
Maintained staff directory and company policy handbook for human resources department.
Performed research to collect and record industry data.
Coordinated travel arrangements by booking airfare, hotel and ground transportation.
Offered office-wide software support and training, troubleshooting issues and optimizing usage.
Wholesale Operations Team Lead
Midwest Loan Solutions - University Bank
Southfield, MI
06.2019 - 06.2020
Managed and overseen daily operations for 5 departments with 20 employees. (Closing, Underwriting Support, Disclosure Desk, Purchase Review, Post Closing)
Maintains and fosters positive relationships with customers and business partners.
Creation, auditing and analysis of Management/Sales reporting.
Administer various time and labor, vacation requests, new employee set up/discharge paperwork.
Maintains attendance and minutes of monthly staff meetings and department trainings.
Issues all PCCD's and manages all unresolved post-closing conditions.
Manage staff, preparing work schedules and assigning specific duties.
Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.
Assist in assembly of State compliance examination files and information as directed.
Invoice and expense report submission/approval with accounting.
Motivated and trained employees to maximize team productivity.
Encouraged and promoted ideas aligned to business needs and benefits.
Developed and deepened relationships with customers, vendors and internal stakeholders.
Distributed individual assignments to team members and monitored progress against production timetables.
Identified issues, analyzed information and provided solutions to problems.
Secondary Market Analyst
University Bank
Southfield, MI
02.2019 - 06.2019
Established and lead in training secondary team in wholesale pricing and ATR/QM pricing.
Onboarded, priced and locked loans for over 50 wholesale partners and 70 retail loan officers.
Send out loan bid tapes to multiple investors for competitive bids.
Review and execute LOIs with investors.
Prepare, gather and retrieve all documents to be sent to investors for review and purchase of loans.
Provide quality, accurate and timely customer service with investors and internal counterparties.
Overseeing loan pipeline, ensuring loans are cleared to fund.
Reconcile funding advice and provide balances needed for loan purchases.
Assists with daily review of product pricing and market conditions utilized with pricing of mortgage rates.
Assists Loan Officers and Account Executives with system pricing discrepancies.
Secondary Market & Operations Support Administrator
Huron Valley Financial
Ann Arbor, MI
11.2016 - 02.2019
Manages rate lock desk and secondary marketing services for both retail and TPO channels.
Maintains business relationships with Huron Valley's TPO Clients, Investors, and Vice Capital Markets.
Completes quarterly and annual Investor recertification's as well as any new investor applications.
Build and release new pricing through Optimal Blue for new products, branches, and TPO Clients.
Back up support for 4 different departments, funding, post-closing, CAD review, and Pre-Closing documents.
Monitored sales team performance, analyzed sales data and reported information to area managers.
Education
Business Administration Business Administration
WASHTENAW COMMUNITY COLLEGE
Skills
Excel, Word, Adobe, Outlook
Excellent analytical skills
Able to work with highly confidential information
Fluent in InDesign and Adobe Premier Pro
Highly organized and detail oriented
Financial Data Collection
Loan Records Filing and Maintenance
Loan Information Recording
Customer Communication
Billing and Payment Processing
Loan Disbursement
Appoint Scheduling
Timeline
Closer
Hamilton Home Loans
12.2021 - 05.2022
Administrative Assistant
University Lending Group - University Bank
06.2020 - 12.2021
Wholesale Operations Team Lead
Midwest Loan Solutions - University Bank
06.2019 - 06.2020
Secondary Market Analyst
University Bank
02.2019 - 06.2019
Secondary Market & Operations Support Administrator
Huron Valley Financial
11.2016 - 02.2019
Business Administration Business Administration
WASHTENAW COMMUNITY COLLEGE
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