Business professional with strong background in account management and client relations. Extensive experience in transaction process, time management and prioritizing projects with special expertise in real estate and mortgage financing.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Mortgage Loan Originator
Homestead Funding Corp. Dba McGlone Mortgage Group
Appleton, WI
01.2020 - 10.2022
Consumer Direct sales for refinance and purchase mortgage loans. NMLS licensed in 10 states for mortgage loan origination.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Oversaw scheduling of timely loan closing to satisfy borrower needs.
Senior Closing/Funding Coordinator
Homestead Funding Corp. Dba McGlone Mortgage Group
Appleton, WI
08.2011 - 01.2020
Offered friendly and efficient service to customers, handled challenging situations with ease.
Scheduled and coordinated closing appointments with business partners.
Prepared loan documents for closing transactions. Reviewed, revised and approved Closing Disclosure prior to settlement. Reviewed and approved signed documents for loan disbursement
Updated policies and procedures as needed to comply with investor and Federal regulations.
Communicated with management as needed to achieve and maintain exemplary customer service for customers, investors and business partners.
Senior Closing Coordinator
First American Title Insurance Co
Appleton , WI
03.2009 - 02.2011
Used critical thinking to break down problems, evaluate solutions and make decisions.
Maintained daily escrow files for closing and disbursement.
Managed developer/builder account for lot sales and new construction transactions.
Met with borrowers to review all closing/mortgage documentation for signatures.
Monitored IRS 1099 processing for all real estates sales transactions
Education
No Degree - Business Administration
University of Wisconsin, La Crosse
La Crosse, WI
High School Diploma -
Houston High School
Houston MN
05.1986
Skills
Loan File Maintenance
Real Estate Title Concepts
Mortgage Loan Origination
Customer Transactions
Organizational Talent
Analytical and Critical Thinking
Detail Oriented
Exemplary Client and Business Partner relations
Certification
NMLS License - No. 1915449 / Renewal 12/2022
Timeline
Licensed Mortgage Loan Originator
Homestead Funding Corp. Dba McGlone Mortgage Group
01.2020 - 10.2022
Senior Closing/Funding Coordinator
Homestead Funding Corp. Dba McGlone Mortgage Group