To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
Work History
Closing Coordinator
Mortgage Connect LP
10.2025 - Current
Coordinated closing processes to ensure timely and accurate completion of mortgage transactions.
Streamlined document preparation and review procedures, enhancing operational efficiency.
Managed communication between clients, lenders, and real estate agents to facilitate smooth closings.
Maintained compliance with industry regulations and company policies throughout the closing process.
Improved customer satisfaction by providing timely updates on the status of closings and addressing any concerns or questions promptly.
Contributed to the overall success of the team by maintaining a strong sense of professionalism and commitment to high-quality work at all times.
Expedited closings by managing deadlines efficiently, prioritizing tasks according to necessity and urgency.
Coordinated closing processes, ensuring compliance with regulatory requirements and timely execution of transactions.
Reviewed loan documents for accuracy, identifying discrepancies and facilitating resolutions with stakeholders.
Managed communication between lenders, borrowers, and title companies to streamline the closing process.
Reduced errors in loan documentation by implementing thorough quality control measures.
Improved loan closing efficiency by streamlining document preparation and verification processes.
Coordinated scheduling of closings between buyers, sellers, attorneys, and lenders for a smooth transaction experience.
Maintained a high level of accuracy and professionalism while managing a large caseload of loans, consistently meeting or exceeding performance targets.
Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
Review hazard and flood insurance policies for completeness and accuracy.Request and review tax certifications to confirm taxes are paid up to date.
Confirm vesting with escrow company.Made outbound calls to notaries/borrowers to confirm closing appointments and answer any related questions.Took inbound calls from notaries/borrowers regarding closing appointments and/or paperwork
Loan Closer/Client Service Representative
Success Mortgage Partners
Remote
08.2021 - 03.2022
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Utilized active listening skills to identify customer needs and provide appropriate solutions.
Responded to customer calls and emails to answer questions about products and services.
Coordinated with operations staff to resolve service problems and boost client satisfaction.
Produce ICD and loan documents adhering to TRID timelines.
Complete verifications of employment to ensure client was still employed.
Request and review Closing Protection Letter and Title Commitments.
Review and sign off pending conditions and update all parties accordingly.
Order wires for fundings.
Review hazard and flood insurance policies for completeness and accuracy.
Request and review tax certifications to confirm taxes are paid up to date.
Confirm vesting with escrow company.
Loan Closer/Client Service Representative
One American Mortgage
Remote
04.2020 - 05.2021
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Utilized active listening skills to identify customer needs and provide appropriate solutions.
Responded to customer calls and emails to answer questions about products and services.
Coordinated with operations staff to resolve service problems and boost client satisfaction.
Produce ICD and loan documents adhering to TRID timelines.
Complete verifications of employment to ensure client was still employed.
Request and review Closing Protection Letter and Title Commitments.
Review and sign off pending conditions and update all parties accordingly.
Order wires for fundings.
Review hazard and flood insurance policies for completeness and accuracy.
Request and review tax certifications to confirm taxes are paid up to date.
Confirm vesting with escrow company.
Loan Closer/Client Service Representative
Bay Equity LLC
Remote
09.2019 - 04.2020
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Utilized active listening skills to identify customer needs and provide appropriate solutions.
Responded to customer calls and emails to answer questions about products and services.
Coordinated with operations staff to resolve service problems and boost client satisfaction.
Produce ICD and loan documents adhering to TRID timelines.
Complete verifications of employment to ensure client was still employed.
Request and review Closing Protection Letter and Title Commitments.
Review hazard and flood insurance policies for completeness and accuracy.
Request and review tax certifications to confirm taxes are paid up to date.
Confirm vesting with escrow company.
Lead Sales Associate
Sprint
Brentwood, CA
08.2017 - 06.2019
Handled cash register operations and customer transactions to process payments.
Trained, coached, and mentored new sales associates for maximum performance.
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Processed and stocked merchandise in accordance with store standards.
Responsible for meeting current sales metrics and adhering to all sales processes and procedures
Responsible for cold calling and supporting sales cross promotions.
Provide exceptional customer service to enhance the customers experience.
Execute promotions and meet or exceed established sales goals set forth within district.
Greeted customers and provided product advice to increase sales.
Performed inventory control procedures to manage stock.
Maintained store visual standards by setting up window and interior displays to merchandising guidelines.
Provided exceptional customer service to foster client loyalty and satisfaction.
Participated in store meetings and product training sessions to understand and sell items.
Developed and maintained knowledge of current sales and promotions.
Monitored sales team performance and provided constructive feedback.
Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Trained new employees on customer service, money handling and organizing strategies.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Loan Closer/Client Service Representative
Endeavor America/TMS
Remote
05.2015 - 03.2017
Complete verbal verifications of employment to ensure client was employed.
Monitor daily reports.
Responded to customer calls and emails to answer questions about services.
Collaborated with other departments to develop ways to increase customer satisfaction.
Offered personalized solutions to meet customer requirements and close loans.
Communicate with clients as needed to resolve discrepancies that may arise.
Approve all Closing Disclosures and ensure closing package is approved for signing/funding.
Review documentation required to generate, deliver, and confirm receipt of the initial Closing Disclosures.
Request and upload tax certifications for review.
Review hazard insurance policies to ensure completeness and accuracy.
Review Closing Protection Letters for accuracy and request changes if necessary.
Request and review hazard insurance policies for accuracy and request changes if necessary.
Met customer call guidelines for service levels, handle time and productivity.
Loan Officer Assistant
First California Mortgage Company
Remote
05.2014 - 11.2014
Answered inquiries and provided superior customer service to clients.
Set up files using loan officer checklist and submitted on-time for processing.
Communicated with customers daily to request information and complete paperwork.
Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Assisted with timely loan closing and funding activities with efficient management of task checklists.
Assembled important paperwork and disclosures for borrower.
Documented borrower's information in loan processing system and resolved any discrepancies.
Manage new and existing leads weekly.
Handled the work load while she was away/on vacation.
Requested and reviewed required documentation provided by borrowers.
Responsible for cold calling new leads.
Reach out to new and existing realtors and brokers.
Funding Assistant
RPM Mortgage
Remote
08.2010 - 05.2014
Assist in all funding duties with funding manager.
Review wiring instructions and confirm are ready to close.
Preparing and balancing funding wires.
Assist management of multiple warehouse lines with $30 million+ volume each month.
Manage and fund 100+ loan fundings each month.
Completed verbal verifications of employment to ensure client is employed at time of closing.
Ran and uploaded MERS for each client.
Ran and uploaded credit reports at time of loan closing.