Kelli Leech
Madera,CA
Summary
Detail-oriented individual with extensive experience in the mortgage industry. Skilled in compliance, document review, and customer education, consistently ensuring accuracy and enhancing client understanding of products and services. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
18
18
years of professional experience
Work History
Member Specialist
Sam's Club
Fresno, California
11.2023 - Current
- Assisted members with product inquiries and provided personalized service.
- Educated members on membership benefits and promotional offers.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Handled Cash transaction
Mortgage Loan Closer
Academy Mortgage Corporation
Draper, UT
04.2014 - 08.2023
- Reviewed loan documents for compliance with company policies and regulations.
- Prepared closing statements and settlement documents for mortgage transactions.
- Verified accuracy of financial information and legal documentation for loans.
- Maintained detailed records of closed loans and related correspondence.
- Reviewed loan documents and ensured accuracy of information provided by customer.
- Prepared closing statements, secured signatures on documents, and reviewed all loan conditions with customers.
Mortgage Loan Funder
Resource Lenders Inc.
Fresno, CA
02.2008 - 02.2014
- Reviewed loan documents for accuracy and compliance with regulations.
- Coordinated funding process with lenders, borrowers, and title companies.
- Ensured adherence to company policies throughout the funding process.
- Resolved post-closing issues related to loan funding discrepancies.
Education
Associate of Science - Business Accountancy
Heald College
Fresno04-1994
Skills
- Customer service
- Cash handling
- Attention to detail
- Effective communication
- Time management
- Data accuracy
- Multitasking Capability
Affiliations
- Cub Scout Leader for 5 years preparing boys for Boy Scouts.
- Boy Scout Secretary for 10 Years, making sure 80+ kids application and health paperwork was turned in and correct for the year.
- Eucharistic Minister for 20 years
Timeline
Member Specialist
Sam's Club
11.2023 - Current
Mortgage Loan Closer
Academy Mortgage Corporation
04.2014 - 08.2023
Mortgage Loan Funder
Resource Lenders Inc.
02.2008 - 02.2014
Associate of Science - Business Accountancy
Heald College
Similar Profiles
Amanda MorganAmanda Morgan
Assistant Director at Sam's Club Kids Club/Bright HorizonsAssistant Director at Sam's Club Kids Club/Bright Horizons
TERESA LAWRENCETERESA LAWRENCE
Front End Associate at Sam's ClubFront End Associate at Sam's Club
Andrea Perez TorresAndrea Perez Torres
Curbside Shopper at Sam's ClubCurbside Shopper at Sam's Club
Adan Vilches MoraAdan Vilches Mora
Store Receiver at Sam's ClubStore Receiver at Sam's Club
David PerezDavid Perez
Truck Driver at Madera Containers IncorporatedTruck Driver at Madera Containers Incorporated