Katrina Bentley
Desoto,TX
Summary
Strong ability to perform quality work while maintaining productivity and compliance standards. Strong interpersonal skills with the ability to manage multiple tasks and projects. Ability to meet production, quality, and service standards along with providing direct coaching and feedback to ensure quality. Ability to effectively make decisions in an independent manner and availability as a resource advisor for all staff. Work well independently or in team settings. Self- motivated, high level of personal energy and commitment. Ability to handle multiple tasks, take on new responsibilities and prioritize work with an intensive deadline.
Overview
12
12
years of professional experience
Work History
Support Specialist
Calyx Software
Dallas , TX
04.2023 - 10.2023
- Identified and resolved issues to maintain connectivity and minimize downtime.
- Responded to user inquiries about hardware and software, explaining features and resolving questions.
- Documented customer interactions and contact information into company database.
- Work with end-users of software and systems to provide technical support and assistance for their software, hardware, or technical problems including connection, slow performance, inability to access data, or inefficient programs.
- Maintained up-to-date knowledge of software and technical developments through reading and training.
- Monitored and troubleshot IT infrastructure for operating issues, identifying failures and degradation.
- Utilized enterprise desktop management tools to remotely assist others and deploy software.
- Documented repair processes and helped streamline procedures for future technical support actions.
- Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
- Updated software versions with patches and new installations to close security loopholes and protect users.
- Maintained positive working relationship with fellow staff and management.
- Answered user inquiries to resolve computer software or hardware operation problems.
- Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
Loan Closing Specialist
SWBC Mortgage
05.2020 - 06.2022
- Responsible for the creation, distribution, and execution of the closing disclosure, and the closing checklist
- Works closely with the client and attorneys to ensure necessary documents and any other items provided in time for the set closing date
- During the closing process, resolves or escalates potential problems to the Senior Loan
- Officer
- Ensures the loan closing date is met based upon specific judgment, reschedules, and negotiates extensions of contracts if documents necessary for closing are not available or complete
- Orders and reviews necessary documentation including attorney prepared documents and construction loan documents
- Makes independent decisions concerning the validation of the documentation and determines the process to ensure underwriting and closing transpires according to Bank and regulatory requirements
- Maintains organization of financial information online
- Applies expertise and independent judgment to validate and, if necessary, modify the loan structure with the Lenders final approval
- Has responsibility for assembling the credit file for review
- Coordinates with the lending team post loan closing to clear all loan exceptions
- Point of contact for telephone inquiries from clients and Bank personnel regarding loans processed.
Purchase Auditor/Loan Processor
Gateway Mortgage Group
07.2016 - 05.2020
- Assisting other departments in meeting their end of the month quotas
- Review VA, FHA, GUS, 184, Conventional, TVLB, Goldstar, CAFA, GSFA and REI loans to verify the loan fulfills the requirements
- Responsible for completing over three files daily and clearing second review audits
- Received recognition September 2016 for correspondent top producer
- Remained top five in producing files monthly
- Analyze loan documentation for accuracy and completeness, identify risk deficiencies, and assess adherence to regulatory and other compliance requirements
- Complete required data entry work to meet secondary, accounting and servicing requirements
- Identify loans for underwriter and/or manager review using specified software, including
- Fraud GUARD, MERS, FHA Connection, Early Check and Purchase Audit Checklist
- Report loan decisions to clients, account executives and production staff, obtain required loan documentation, and respond to questions to address issues on outstanding items required for loan approval
- Review conditions receive information to ensure loan meets investor guidelines
Correspondent/QM Auditor
Franklin American Mortgage Company
04.2014 - 05.2016
- Responsible for determining loan eligibility and compliance to Qualified
- Mortgage (QM) and Ability to Repay (ATR) guidelines
- Auditing financial documents for completeness and accuracy
- Review VA, FHA, and Conventional loans to verify the loan fulfills the requirements according to the AUS Findings
- Review 1003, AUS Findings, Appraisal, HUD, Title, and other mortgage documents to verify all are accurate according to loan guidelines
- Act as a liaison between lenders and internal departments to facilitate the purchase of all loans
- Gathering necessary information and inputting it into appropriate systems, while meeting critical deadlines to ensure timely and accurate processing
- Calculate liabilities and assets and compare Initial applications, DU Findings, Credit report according to DU Findings.
Correspondent/Auditor
Franklin American Mortgage Company
08.2012 - 04.2014
- Responsible for reviewing and funding closed residential home loans
- Reviewed loans for compliance with FAMC, FNMA, FHA, and VA guidelines
- Worked with lenders to answer questions and clear any suspense conditions added to the loan
- Responsible for producing high quality and high volume in combination.
Correspondent /Funder
Franklin American Mortgage Company
01.2012 - 08.2012
- Ensuring that loans are purchased correctly
- Ensuring that the wire is sent to the correct bank
- Reviewed loan documentation daily
- Verified data entered in the system
- Pulled reports daily to guarantee accuracy of loans ready to fund
Education
Associates - Business Management
Tarrant County Community College
Skills
- Excellent attention to detail
- Outstanding customer service skills
- Auditor
- Loan Officer
- Fair Housing Regulations
- Loan Origination
- Banking
- Escrow
- Mortgage Software: Encompass Byte Calyx Point
- Excel Word PowerPoint Outlook
Timeline
Support Specialist
Calyx Software
04.2023 - 10.2023
Loan Closing Specialist
SWBC Mortgage
05.2020 - 06.2022
Purchase Auditor/Loan Processor
Gateway Mortgage Group
07.2016 - 05.2020
Correspondent/QM Auditor
Franklin American Mortgage Company
04.2014 - 05.2016
Correspondent/Auditor
Franklin American Mortgage Company
08.2012 - 04.2014
Correspondent /Funder
Franklin American Mortgage Company
01.2012 - 08.2012
Associates - Business Management
Tarrant County Community College
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