Kimberley McClellan
Dallas,TX
Summary
Detail-oriented mortgage closing professional with a strong background in loan processing, closing document review, and deadline tracking. Supports accurate file preparation, compliance checks, and clear communication with borrowers, title teams, and internal partners to keep closings moving smoothly.
Overview
17
17
years of professional experience
Work History
Mortgage Loan Closer II
PennyMac Financial Services via Solomon Edwards
Plano, Texas
02.2026 - 09.2026
- Prepared closing packages, disclosures, and settlement statements with strict accuracy.
- Verified borrower data, title conditions, and funding instructions before scheduled closings.
- Coordinated with loan officers, processors, and underwriters to resolve final document issues, ensuring timely closings.
- Confirmed compliance with federal, investor, and company closing requirements.
- Balanced competing deadlines while managing multiple mortgage files through final review.
- Coordinated with title companies to ensure timely delivery of documents to settlement agents.
- Verified payoff amounts with lenders and updated escrow accounts, facilitating accurate and timely transaction settlements. from other lenders as well as escrow accounts at the time of closing.
- Updated borrowers, title teams, and internal PennyMac partners on closing statuses, enhancing communication and transparency.
- Calculated mortgage payments, interest rates, taxes, insurance amounts.
Contract Review - Interment
Restland Funeral Home & Cemetery
Dallas , TX
02.2025 - 02.2026
- Collaborated with sales team to review and approve interment contracts for all At Need and Pre Need burial services, ensuring compliance with Texas Funeral Home standards.
- Coordinated service appointments to ensure timely execution and interim placement.
- Completed day-to-day duties accurately and efficiently.
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
Mortgage Loan Processor (Remote)
Secured Mortgage Processing
10.2021 - 02.2026
- Processed mortgage loan applications accurately for over 15 years
- Compiled and submitted loan packets, ensuring all paperwork was complete for processing.
- Verified financial statements by contacting institutions and customers for accurate information.
- Assisted customers in person and by phone with questions, transaction processing, and issue resolution.
- Maintained strict confidentiality for submitted information under release guidelines.
Case Analyst II (Contract)
Cognosante
10.2022 - 03.2023
- Investigated and resolved IRS 1095-A discrepancies using Marketplace data to ensure compliance and accurate reporting.
- Managed active and inactive consumer cases using CNS and CERRS, ensuring organized tracking and accessibility of case information.
- Documented case notes and follow-up documentation for admitted and transferred patients; facilitated group and individual counseling sessions to support patient recovery.
- Maintained a high level of client confidentiality, following strict guidelines, and recommendations.
Business Analyst (Contract)
Wells Fargo Bank
10.2021 - 12.2021
- Surveyed clients to define product requirements and expectations, ensuring alignment with customer needs.
- Interacted with internal customers to gather business needs, translating them into clear requirements and project scope.
- Delivered analysis of market, sales and consumer trend impact on long and short-term strategies.
- Analyzed open orders, backlog, and sales data, providing actionable insights to enhance sales strategy.
Mortgage Loan Processor
RBFCU - Credit Union
10.2020 - 12.2021
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout the entire mortgage process.
- Evaluated borrower credit reports and income statements for accuracy to support informed lending decisions.
- Established and finalized comprehensive loan submission packages to ensure compliance and readiness.
- Maintained confidentiality of all submitted information in accordance with release guidelines to protect client data.
Patient Services Coordinator
Alameda Health System, Highland Hospital
11.2017 - 04.2020
- Coordinated proactive patient outreach activities to schedule appointments and follow up on care and health maintenance, triaging patient encounters to ensure medications and additional appointments were set and maintained.
- Verified insurance eligibility for each patient prior to their appointment to ensure smooth registration.
- Facilitated registration process by collecting forms, insurance cards, and co-pays, preparing patients effectively for their appointments.
- Conducted patient interviews and phone calls to collect pre-registration information and confirm appointments, ensuring smooth onboarding for patients.
- Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
- Used Epic to maintain electronic patient files, successfully maintaining patient files.
Project Coordinator - Cardiology
Alameda Health System, Highland Hospital
08.2015 - 11.2017
- Provided administrative support to ensure smooth operation of Cardiology Department.
- Liaised between departments to enhance communication and keep stakeholders informed on project developments.
- Managed deadlines and adjusted workflows to keep projects on schedule.
- Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
- Organized and maintained all supply orders for both administrative and medical modalities
- Recorded and scheduled maintenance for machinery in Cardiology suites. of all maintenance of machinery within the Cardiology suites
Nursing Project Coordinator
Alameda Health System, Highland Hospital
04.2013 - 08.2015
- Responsible for training, competency, validation and continuing education of new graduate nursing staff
- Liaised between departments to enhance communication and ensure all stakeholders were informed of project developments.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Negotiated contracts with 6 vendors, resulting in a 23% reduction in project costs, including hospital tools and software.
- Managed project deadlines and adjusted workflows to maintain schedules and deliverables.
- Established tracking methods to ensure timely completion of competencies, orientation, surveys, and other program components.
- Acted as a liaison between disciplines and departments to coordinate the residency program
- Monitored project hours and expenses to ensure accurate budgeting. to keep project on task and within budgetary parameters.
Senior Human Resources Coordinator
Alameda Health System, Highland Hospital
09.2009 - 04.2013
- Completed employment verifications and unemployment paperwork prior to hire or termination. Managed new employee orientations, benefits, terminations, and promotions for over 300 employees, ensuring smooth transitions and compliance with policies.
- Assisted HR specialist with administrative and recruiting tasks, including making offers, preparing offer letters, and conducting job description research and candidate resume reviews, contributing to efficient staffing processes.
- Supported HR functions with emphasis on record keeping and data entry, ensuring accurate and organized employee information for effective HR operations.
Education
Some College (No Degree) - Business Administration
Tracy High School
Tracy, CASkills
- Loan Compliance
- Closing Procedures
- Mortgage Regulations
- Settlement Coordination
- Funding Coordination
- Loan coordination
- Document review
- Compliance checks
- Document preparation
- Customer Service
- Attention to detail
- Deadline management
- Problem solving
- Client communication
- Healthcare coordination
- Contract finalization
- Closing expertise
Timeline
Mortgage Loan Closer II
PennyMac Financial Services via Solomon Edwards
02.2026 - 09.2026
Contract Review - Interment
Restland Funeral Home & Cemetery
02.2025 - 02.2026
Case Analyst II (Contract)
Cognosante
10.2022 - 03.2023
Mortgage Loan Processor (Remote)
Secured Mortgage Processing
10.2021 - 02.2026
Business Analyst (Contract)
Wells Fargo Bank
10.2021 - 12.2021
Mortgage Loan Processor
RBFCU - Credit Union
10.2020 - 12.2021
Patient Services Coordinator
Alameda Health System, Highland Hospital
11.2017 - 04.2020
Project Coordinator - Cardiology
Alameda Health System, Highland Hospital
08.2015 - 11.2017
Nursing Project Coordinator
Alameda Health System, Highland Hospital
04.2013 - 08.2015
Senior Human Resources Coordinator
Alameda Health System, Highland Hospital
09.2009 - 04.2013
Some College (No Degree) - Business Administration
Tracy High School