Summary
Overview
Work History
Education
Skills
References
Office Skills
References
Timeline
Generic

Kaylene T. Shirota

Honolulu

Summary

Dynamic professional with extensive customer service experience. Focused, detail-oriented, while providing accuracy and meeting deadlines. Strong communication skills, understanding to keep client information confidential while providing ,exceptional customer service.

Overview

31
31
years of professional experience

Work History

Tax Processor [Seasonal Temporary Employment]

Janell A. Israel & Associates DBA Pacific Financia
Honolulu
03.2024 - 04.2024
  • Greet clients, and process personal, business, and trust tax returns.
  • Accept payments when the client is picking up completed tax returns.
  • Maintained confidential records in accordance with applicable laws and regulations.
  • Processed federal, state, and local taxes for individuals and businesses.
  • General office duties, restocking supplies, cleaning the kitchen, and restocking the beverage and snack bar.
  • Seasonal Temporary Position, 3/2024 – 4/2024, 02/2022 – 04/2022, 01/2020 – 05/13/2020, 01/2019 – 04/2019, and 02/2018 – 04/2018.

Mortgage Service Specialist

Aloha Pacific Federal Credit Union
Honolulu
10.2022 - 09.2023
  • Greet and assist walk-in members regarding mortgage payments, providing a paid receipt.
  • Double-check the data before the new loan is boarded onto the system.
  • Addressed and resolved inquiries from borrowers regarding homeowners', flood, and hurricane insurance.
  • Follow up on missing homeowners, flood, and hurricane insurance policies, including condo master policies.
  • Pick up, distribute, and process daily mail.

Loan Officer Assistant, Loan Processor/Mortgage Underwriter

Myers Capital Hawaii
Honolulu
10.2020 - 05.2021
  • Assisted loan officers with the preparation of loan documents.
  • Assisted loan officers with the preparation of loan documents and closing packages.
  • Verified accuracy of all calculations related to mortgage payments, interest rates, taxes, insurance premiums.
  • Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
  • Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
  • Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
  • Reviewed appraisals received from appraisers prior to submission for underwriting consideration.
  • Reviewed contracts for purchase transactions to ensure compliance with lender requirements.
  • Input data into loan origination system accurately and timely.
  • Ensured accurate data entry of loan application information into system.
  • Monitored loan progress from application to closing, keeping all parties informed.
  • Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
  • Managed loan application pipeline to ensure timely processing of all loans.
  • Conducted preliminary loan interviews and gathered borrower information.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Compiled and verified financial documents necessary for loan processing.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Assisted in preparing loan application packages for submission to underwriting.
  • Provided administrative support to loan officers, including scheduling and document management.
  • Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
  • Checked applicant credit, personal references and employment histories.
  • Submitted loan applications to underwriting department for review and approval process.
  • Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
  • Analyzed loan applications and supporting documents to determine eligibility for approval.

Legal Secretary/Supervisor

Law Office of Mark S. Kawata
Honolulu
10.2017 - 01.2018
  • Pleasantly welcomed visitors, answered phone calls, routed calls to appropriate personnel, and maintained the front reception desk.
  • Greeted visitors to the office in a professional manner while providing support to attorneys as needed.
  • Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
  • Maintained attorney calendars by keeping track of appointments, meetings and conferences.
  • Organized case files by creating and maintaining document filing systems for easy retrieval of information.
  • Prepared correspondence, memos, reports and other legal documents using Microsoft Word.
  • Drafted letters and prepared legal correspondence for attorneys.
  • Assisted in maintaining client files with the utmost confidentiality.
  • Checked office supplies stock and placed orders to maintain levels.
  • Photocopied all correspondence, documents and other printed materials.
  • Received and disbursed incoming mail.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.

Legal Assistant

Law Office of Nathalie Pettit
09.2016 - 12.2016
  • Pleasantly welcomed visitors, answered phone calls, routed calls to appropriate personnel, and maintained the front desk.
  • Greeted visitors to the office in a professional manner while providing support to attorneys as needed.
  • Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
  • Maintained attorney calendars by keeping track of appointments, meetings and conferences.
  • Organized case files by creating and maintaining document filing systems for easy retrieval of information.
  • Prepared correspondence, memos, reports and other legal documents using Microsoft Word.
  • Drafted letters and prepared legal correspondence for attorneys.
  • Assisted in maintaining client files with the utmost confidentiality.
  • Checked office supplies stock and placed orders to maintain levels.
  • Photocopied all correspondence, documents and other printed materials.
  • Received and disbursed incoming mail.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.

Legal Assistant

TMLF Hawaii, LLC
12.2015 - 04.2016
  • Pleasantly welcomed visitors, answered phone calls, routed calls to appropriate personnel, and maintained the front desk.
  • Greeted visitors to the office in a professional manner while providing support to attorneys as needed.
  • Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
  • Maintained attorney calendars by keeping track of appointments, meetings and conferences.
  • Organized case files by creating and maintaining document filing systems for easy retrieval of information.
  • Prepared correspondence, memos, reports and other legal documents using Microsoft Word.
  • Drafted letters and prepared legal correspondence for attorneys.
  • Assisted in maintaining client files with the utmost confidentiality.
  • Checked office supplies stock and placed orders to maintain levels.
  • Photocopied all correspondence, documents and other printed materials.
  • Received and disbursed incoming mail.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.

Legal Assistant

Clay Chapman Iwamura Pulice & Nervell
11.2014 - 12.2015
  • Greeting visitors to the office in a professional manner, while providing support to attorneys as needed.
  • Calendaring hearings, organizing case files, and maintaining document filing systems for easy retrieval of information.
  • Organized exhibits for trial proceedings, and prepared legal documents using Microsoft Word.
  • Drafted letters and prepared legal correspondence for attorneys.
  • Assisted in maintaining client files with the utmost confidentiality.
  • Checked office supplies stock and placed orders to maintain levels.
  • Photocopied all correspondence, documents and other printed materials.
  • Processed incoming mail on a daily basis and arranged for the delivery of legal correspondence to clients and/or opposing counsel.
  • Updated databases with new information received from attorneys or clients.

Student

N/A
Kapolei
01.2013 - 12.2015
  • Attended the University of Hawaii West Oahu.

Paralegal Intern

Devens, Nakano, Saito, Lee, Wong and Ching
11.2011 - 12.2012
  • I completed my paralegal internship drafting trust documents.
  • Participated in client meetings with attorneys to discuss progress of cases.
  • Maintained a calendar for client appointments and the attorney's personal appointments.
  • Listening to and learning from the senior attorney about various aspects of cases, and why certain legal suggestions are made.
  • Organized client files, drafted trust documents, and drafted correspondence to clients.
  • Assist in greeting clients face-to-face and via telephone.

Student

N/A
Honolulu
01.2008 - 12.2012
  • Attending Kapiʻolani Community College, graduated December 2012

Foreclosure Clerk [Temp Position]

Law Offices of David B. Rosen, ALC
04.2010 - 09.2010
  • Scanned documents into digital formats ensuring accuracy of content.
  • Entered data into computer systems accurately and efficiently.
  • Performed data entry, organized, and maintained filing systems for confidential documents.
  • Temporary employment.

Senior Loan Processor

Charter Funding of Hawaii
Honolulu
03.2009 - 03.2010
  • Conducted due diligence on potential borrowers prior to approving a loan request.
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
  • Collaborated closely with underwriters when reviewing files for final approval.
  • Monitored progress of loans throughout the entire origination process from pre-qualification through post-closing activities.
  • Ensured that all required paperwork was completed accurately and timely by both parties.
  • Processed loan documents in a timely manner to meet closing deadlines.
  • Provided technical assistance in resolving complex loan processing issues or problems.
  • Responded promptly to customer inquiries regarding their loan status and requirements.
  • Analyzed income documentation including pay stubs, W2s, tax returns, bank statements. to determine borrower's ability to repay the loan.
  • Reviewed initial client documentation to structure and submit loan package.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Conducted verification of employment, income, and deposits to support loan decisions.
  • Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
  • Utilized various software programs for processing residential mortgage loans.
  • Verified credit reports for accuracy and completeness prior to loan approval.
  • Reviewed appraisals for accuracy before underwriting loans for approval or denial.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Managed conditions sent from underwriting departments.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
  • Created and completed loan submission packages.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Monitored and ensured timely processing of loan applications to meet closing dates.

Senior Loan Processor

DHI Mortgage
Honolulu
08.2006 - 02.2009
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
  • Conducted due diligence on potential borrowers prior to approving a loan request.
  • Collaborated closely with underwriters when reviewing files for final approval.
  • Monitored progress of loans throughout the entire origination process from pre-qualification through post-closing activities.
  • Ensured that all required paperwork was completed accurately and timely by both parties.
  • Processed loan documents in a timely manner to meet closing deadlines.
  • Provided technical assistance in resolving complex loan processing issues or problems.
  • Responded promptly to customer inquiries regarding their loan status and requirements.
  • Analyzed income documentation including pay stubs, W2s, tax returns, bank statements. to determine borrower's ability to repay the loan.
  • Reviewed initial client documentation to structure and submit loan package.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Conducted verification of employment, income, and deposits to support loan decisions.
  • Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
  • Utilized various software programs for processing residential mortgage loans.
  • Verified credit reports for accuracy and completeness prior to loan approval.
  • Reviewed appraisals for accuracy before underwriting loans for approval or denial.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Managed conditions sent from underwriting departments.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
  • Created and completed loan submission packages.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Monitored and ensured timely processing of loan applications to meet closing dates.

Senior Loan Processor & Customer Service

Bank of Hawaii
Honolulu
07.2001 - 07.2006
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
  • Conducted due diligence on potential borrowers prior to approving a loan request.
  • Collaborated closely with underwriters when reviewing files for final approval.
  • Monitored progress of loans throughout the entire origination process from pre-qualification through post-closing activities.
  • Ensured that all required paperwork was completed accurately and timely by both parties.
  • Processed loan documents in a timely manner to meet closing deadlines.
  • Provided technical assistance in resolving complex loan processing issues or problems.
  • Responded promptly to customer inquiries regarding their loan status and requirements.
  • Analyzed income documentation including pay stubs, W2s, tax returns, bank statements. to determine borrower's ability to repay the loan.
  • Reviewed initial client documentation to structure and submit loan package.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Conducted verification of employment, income, and deposits to support loan decisions.
  • Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
  • Utilized various software programs for processing residential mortgage loans.
  • Verified credit reports for accuracy and completeness prior to loan approval.
  • Reviewed appraisals for accuracy before underwriting loans for approval or denial.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Managed conditions sent from underwriting departments.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
  • Created and completed loan submission packages.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Monitored and ensured timely processing of loan applications to meet closing dates.
  • Train the new hire for the mortgage loan processing and mortgage servicing department.
  • Customer service trainer in the mortgage loan servicing department.
  • Assist customers via telephone regarding his/her residential mortgage loan.

Senior Loan Processor

American Savings Bank
Honolulu
02.2001 - 06.2001
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
  • Conducted due diligence on potential borrowers prior to approving a loan request.
  • Collaborated closely with underwriters when reviewing files for final approval.
  • Monitored progress of loans throughout the entire origination process from pre-qualification through post-closing activities.
  • Ensured that all required paperwork was completed accurately and timely by both parties.
  • Processed loan documents in a timely manner to meet closing deadlines.
  • Provided technical assistance in resolving complex loan processing issues or problems.
  • Responded promptly to customer inquiries regarding their loan status and requirements.
  • Analyzed income documentation including pay stubs, W2s, tax returns, bank statements. to determine borrower's ability to repay the loan.
  • Reviewed initial client documentation to structure and submit loan package.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Conducted verification of employment, income, and deposits to support loan decisions.
  • Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
  • Utilized various software programs, including the Loan Origination System, for data entry purposes.
  • Verified credit reports for accuracy and completeness prior to loan approval.
  • Reviewed appraisals for accuracy before underwriting loans for approval or denial.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Managed conditions sent from underwriting departments.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
  • Created and completed loan submission packages.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Monitored and ensured timely processing of loan applications to meet closing dates.

Customer Service

First Hawaiian Bank – ‘Āina Haina Branch
Honolulu
01.2000 - 02.2001
  • Greeted clients and provided friendly, exceptional customer service.
  • Resolved customer service issues in a timely manner while providing excellent customer service at all times.
  • Assist in dual counting money while the bank teller does the bank transaction on the computer.

Assistant Branch Manager/Underwriter/Processor/Closer

Countywide Home Loans [Retail Division]
Honolulu
01.1993 - 12.1998
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
  • Monitored progress of loans throughout the entire origination process from pre-qualification through post-closing activities.
  • Analyzed income documentation including pay stubs, W2s, tax returns, bank statements. to determine borrower's ability to repay the loan.
  • Reviewed initial client documentation to structure and submit loan package.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Conducted verification of employment, income, and deposits to support loan decisions.
  • Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
  • Conducted due diligence on potential borrowers prior to approving a loan request.
  • Underwrite and approve residential mortgage loans with final closing conditions.
  • Processed loan documents in a timely manner to meet closing deadlines.
  • Ensured that all required paperwork was completed accurately and timely by both parties.
  • Responded promptly to customer inquiries regarding their loan status and requirements.
  • Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
  • Utilized various software programs for processing residential mortgage loans.
  • Verified credit reports for accuracy and completeness prior to loan approval.
  • Reviewed appraisals for accuracy before underwriting loans for approval or denial.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld compliance with privacy and security requirements.
  • Created and completed loan submission packages after loan funding.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Monitored and ensured timely processing of loan applications to meet closing dates.
  • I attended corporate training in Plano, TX.

Education

Bachelor of Arts - Public Administration

University of Hawaii At West Oahu
Kapolei, HI
12-2029

Associate in Science - Paralegal

University of Hawaii, Kapiolani Community College
Honolulu, HI
12.2012

Skills

  • Office management
  • Customer service, effective communication
  • Team collaboration
  • Deadline adherence
  • Document review
  • Communication skills
  • Payment processing
  • Drafting pleadings
  • Mortgage banking
  • Client intake
  • Processing residential mortgages
  • Writing procedures
  • Reviewing loan documents
  • Researching loan documents
  • Document preparation
  • Client file maintenance
  • General administrative duties
  • Printing
  • Copying
  • Scanning
  • Faxing
  • Filing
  • Mail processing
  • Office supply ordering
  • Office equipment maintenance
  • Tax return assembly
  • MS Office Suite
  • 10-Key by touch
  • Mozilla Firefox
  • Word Perfect
  • MS Internet Explorer
  • Westlaw
  • Lexis Nexis
  • Typing speed 40-45 WPM

References

  • Janell A. Isreal, (808) 942-8817, Owner, Janell A. Isreal & Associates, Ltd, 1585 Kapi‘olani Blvd., Suite 1604, Honolulu, HI, 96814
  • Heather McVay, (808) 436-9141, Law Clerk, for Judge Keith Hiraoka, State of Hawaii First Circuit Court, 1111 Alakea Street, 5th Floor, Civil Court, Honolulu, HI, 96813
  • Alicia Reyes, (808) 535-8479, Paralegal, Clay Chapman Iwamura Pulice & Nervell, 700 Bishop Street, Suite 2100, Honolulu, HI, 96813
  • Bessie Rodriguez, (808) 542-1763, Former Supervisor/Office Manager, TMLF Hawaii, LLC, 1001 Bishop Street, Suite 1000, Honolulu, HI, 96813
  • Carol Taniguchi, (808) 586-6656, Chief Clerk of the Senate, State Capitol – Senate Clerk’s Office, 415 South Beretania Street, Room 10, Honolulu, HI, 96813
  • Mark S. Kawata, Esq., (808) 955-2600, 1221 Kapi‘olani Blvd Suite 808, Honolulu, HI, 96813

Office Skills

  • Calendar deadlines on outlook
  • Drafted pleadings for residential foreclosures
  • Mortgage banking experience, intake application, direct client contact
  • Processing and closing residential mortgages
  • Writing procedures to draft pleadings
  • Ability to review and research loan documents for proper information
  • Reports & Spreadsheets
  • Maintain client files
  • General administrative duties as required
  • Input Billable Time
  • Printing, Copying, Scanning, Faxing and Filing
  • Process Mail
  • Order Office Supplies
  • Maintain & Troubleshoot Office Equipment
  • Assemble individual, company and trust tax returns

References

References available upon request.

Timeline

Tax Processor [Seasonal Temporary Employment]

Janell A. Israel & Associates DBA Pacific Financia
03.2024 - 04.2024

Mortgage Service Specialist

Aloha Pacific Federal Credit Union
10.2022 - 09.2023

Loan Officer Assistant, Loan Processor/Mortgage Underwriter

Myers Capital Hawaii
10.2020 - 05.2021

Legal Secretary/Supervisor

Law Office of Mark S. Kawata
10.2017 - 01.2018

Legal Assistant

Law Office of Nathalie Pettit
09.2016 - 12.2016

Legal Assistant

TMLF Hawaii, LLC
12.2015 - 04.2016

Legal Assistant

Clay Chapman Iwamura Pulice & Nervell
11.2014 - 12.2015

Student

N/A
01.2013 - 12.2015

Paralegal Intern

Devens, Nakano, Saito, Lee, Wong and Ching
11.2011 - 12.2012

Foreclosure Clerk [Temp Position]

Law Offices of David B. Rosen, ALC
04.2010 - 09.2010

Senior Loan Processor

Charter Funding of Hawaii
03.2009 - 03.2010

Student

N/A
01.2008 - 12.2012

Senior Loan Processor

DHI Mortgage
08.2006 - 02.2009

Senior Loan Processor & Customer Service

Bank of Hawaii
07.2001 - 07.2006

Senior Loan Processor

American Savings Bank
02.2001 - 06.2001

Customer Service

First Hawaiian Bank – ‘Āina Haina Branch
01.2000 - 02.2001

Assistant Branch Manager/Underwriter/Processor/Closer

Countywide Home Loans [Retail Division]
01.1993 - 12.1998

Bachelor of Arts - Public Administration

University of Hawaii At West Oahu

Associate in Science - Paralegal

University of Hawaii, Kapiolani Community College

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