Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Kiersten Fredericks

Summary

Experienced funding management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.

Overview

21
21
years of professional experience

Work History

Funding Manager

Fairway Independence Mortgage
06.2017 - 02.2024
  • Managed 20-30 funders daily.
  • Assisted in clearing Post-Closing suspense from investors regarding errors.
  • Ran a daily reports for balancing employee production.
  • Built funding procedures for training.
  • Submitted bi- monthly payroll.



Post Closer

First Centennial Mortgage
04.2015 - 05.2017
  • Review all closing documents prior to submitting to investors for accuracy
  • Review suspense reports from 15 national investors
  • Request corrected documents from clients, title companies and real estate agents as needed
  • Knowledge of FHA, VA and conventional loans.

Funder/Post Closer

JP Morgan Chase
11.2010 - 01.2015
  • Responsible for ordering multimillion-dollar wires
  • Insured documents are within RESPA guidelines
  • Reviewed signed closing packages verifying all documents are in with company compliance
  • Reviewed HUDs to ensure figures were within tolerance.

Mortgage Specialist

Bank of America
03.2008 - 09.2010
  • Responsible for ordering title policies, payoffs, and hazard decorations
  • Verified clients' employment
  • Shipped completed files to corporate office
  • Inputted prelim package data into system then shipped to client.

Closing Coordinator

CU America Financial Services Inc.
05.2007 - 10.2007
  • Responsible for reviewing all files prior to closing for accuracy
  • Inputted all data from file to computer for closing documents
  • Responsible for meeting all funding conditions
  • Shipped closing and credit packages to investors with transmittals.

Doc/Funding

Accredited Home Lenders
03.2006 - 01.2007
  • Responsible for sending documents to title companies via email in a timely manner
  • Approved HUDs
  • Verified documents were satisfactory for sale to investors
  • Ordered wires for funding of loans
  • Audit packages to insure they were within RESPA guidelines
  • Shipped completed packages to corporate office within three business days from closing.

Funder II

BNC Mortgage F/K/A Finance America
12.2004 - 01.2006
  • Ordered wires for closings
  • Audit documents to insure they were within RESPA guidelines
  • Shipped completed packages to corporate within 7 business days of closings
  • Kept in close contact with brokers and title companies regarding closings.

Senior Funder

Argent Mortgage
08.2003 - 12.2004
  • Approved HUDs prior to closings for title companies
  • Ordered wires for closings
  • Audit documents to ensure that they were within RESPA guidelines
  • Shipped completed packages to corporate within five days of closing
  • Corrected incomplete packages
  • Worked closely with title companies and brokers to ensure closings went smoothly
  • Supervised team of six to seven funders.

Education

High school diploma - Studied general subjects

Lyons Township High School
La Grange, IL
06.1992

Skills

  • Due diligence
  • Data Management
  • Investor Relations
  • Asset Management
  • Communication Management Professional
  • Partnership Building

Accomplishments

  • Supervised team of 20-30 staff members.

Additional Information

Versed knowledge of Emcompass, Excel and Word.

Timeline

Funding Manager

Fairway Independence Mortgage
06.2017 - 02.2024

Post Closer

First Centennial Mortgage
04.2015 - 05.2017

Funder/Post Closer

JP Morgan Chase
11.2010 - 01.2015

Mortgage Specialist

Bank of America
03.2008 - 09.2010

Closing Coordinator

CU America Financial Services Inc.
05.2007 - 10.2007

Doc/Funding

Accredited Home Lenders
03.2006 - 01.2007

Funder II

BNC Mortgage F/K/A Finance America
12.2004 - 01.2006

Senior Funder

Argent Mortgage
08.2003 - 12.2004

High school diploma - Studied general subjects

Lyons Township High School
Kiersten Fredericks