Krista Jakl
Highlands Ranch,CO
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and meeting company objectives.
Overview
2023
2023
years of professional experience
Work History
Advisor Services, Associate
Charles Schwab
- Managed and organized pipeline to process transactions according to service level agreements and closing deadlines
- Analyzed submitted documentation for accuracy and compliance with investor and agency guides
- Obtained required documents to complete the approved loans, including insurance forms, tax receipts and employment verifications, and title
- Coordinated with buyers, sellers, title companies, attorneys, escrow agents, surveyors and real estate agents to collect information to complete loan submissions
- Served as main point of contact to borrowers and realtors for inquires as well as provide status updates up to closing
- Engaged with customers to understand needs, resolve issues and answer approval questions
Loan Processor/Coordinator
Interfirst Mortgage
07.2020 - 01.2023
- Managed and organized pipeline to process transactions according to service level agreements and closing deadlines
- Analyzed submitted documentation for accuracy and compliance with investor and agency guides
- Obtained required documents to complete the approved loans, including insurance forms, tax receipts and employment verifications, and title
- Coordinated with buyers, sellers, title companies, attorneys, escrow agents, surveyors and real estate agents to collect information to complete loan submissions
- Served as main point of contact to borrowers and realtors for inquires as well as provide status updates up to closing
- Engaged with customers to understand needs, resolve issues and answer approval questions
Appraisal Fulfilment Coordinator
Pulte Mortgage
02.2019 - 12.2019
- Maintained relationships with appraisers and branch partners to ensure smooth appraisal orders and resolve conflicts
- Worked directly with appraiser to revolve roadblocks in low value appraisals, issues with documentation, and discussing discrepancies in paperwork received
- Effectively communicate with local branch partners and appraisers to resolve issues with appraisal order
Loan Processor
Pulte Mortgage
09.2016 - 01.2019
- Knowledgeable in a wide range of loan programs: Experienced and trained on Fannie and Freddie Mac Guidelines, FHA, VA, Bond, and Jumbo loans
- Successfully managed an 80-100 loan pipeline with on-time closings, and high customer service ratings
- Investigated and corrected errors and discrepancies on information financial information received
- Gathered and discussed documentation set in place by the underwriting
- Updated loan application as well as reviewed and discussed documentation with clients
- Submitted loans for approval within deadlines
- Maintained effective relationships with underwriters, sales, and Loan Officers for affective customer service to clients
- Managed and tracked status of assigned loans to expedite closings without issues
- Coordinated with buyers, builder, loan officer and closer to collect information to complete loan submissions
Financial Planner
College America
08.2012 - 09.2016
- Conducts student financial interviews, financial options counseling, and intake processing to ensure complete and accurate financing of students' educational expenses
- Performs root cause analysis to expediently troubleshoot and resolve discrepancies
- Administers financing documents and generates award letters for new students enrolling in the institution's educational program offerings
- Designs and delivers informative scholarship workshops for prospective students each month
- Ensures 100% compliance with state and federal regulations as well as college's policies
- Tracks and documents a high volume of student records for scholarships, default, and attendance
- Exercises astute judgment and discretion in decision-making based on adherence to standard practices and procedures, resulting in loss prevention and risk mitigation
Education
Bachelor of Science - Hospitality Management
East Stroudsburg University
East Stroudsburg, PA06.2004
Skills
- File management
- Multitasking
- Organization
- Task prioritization
- Problem-solving
- Data collection
- Regulatory compliance
- Resolve paperwork errors
- Relationship Building
Timeline
Loan Processor/Coordinator
Interfirst Mortgage
07.2020 - 01.2023
Appraisal Fulfilment Coordinator
Pulte Mortgage
02.2019 - 12.2019
Loan Processor
Pulte Mortgage
09.2016 - 01.2019
Financial Planner
College America
08.2012 - 09.2016
Advisor Services, Associate
Charles Schwab
Bachelor of Science - Hospitality Management
East Stroudsburg University
Similar Profiles
Amrita DiaramAmrita Diaram
Service Advisor at Charles SchwabService Advisor at Charles Schwab
Faz AssadiFaz Assadi
VP of Product Development at Charles SchwabVP of Product Development at Charles Schwab
TYLER WILLIAMSTYLER WILLIAMS
Client Services Intern at Charles SchwabClient Services Intern at Charles Schwab