Lindsay Keppler
Tampa,FL
Summary
Results-driven professional with a strong track record of enhancing loan processing efficiency and customer satisfaction. Recognized as company MVP for Q1 2024, demonstrating exceptional problem-solving skills and adaptability. Experienced in Loan Origination Systems and effective in leading training initiatives to improve team performance and operational success.
Overview
12
12
years of professional experience
Work History
Mortgage Servicing Processor
Chevron Federal Credit Union
01.2023 - Current
- Spearheaded management of Subordination and UCC Termination processing: Fully responsible for overseeing and executing subordination agreements and Uniform Commercial Code (UCC) terminations.
- Managed and processed county property tax payments : Ensured timely and accurate set up and disbursement of property taxes for escrow accounts, maintaining compliance with county regulations and deadlines.
- Conducted monthly Escrow Analysis : Evaluated escrow accounts to ensure accurate tax and insurance allocations.
- Proactively communicated with homeowners : Engaged with homeowners to prevent payment delinquencies and responded to phone and email inquiries.
- Prepared payoff demand statements
- Led training for new team members : Conducted sessions to improve team performance and ensure successful onboarding.
Mortgage Loan Closer/Funder
Chevron Federal Credit Union
03.2022 - Current
- Monitored and ensured timely home loan closures : Ensured an average of 60-80 loan files per month were closed promptly and in compliance with established policies, procedures, and guidelines.
- Verified executed files for accuracy : Thoroughly reviewed closing disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Prepared preliminary settlement statements and closing instructions : Created and reviewed documents to facilitate smooth loan closings.
- Funded loans via wire transfer : Executed closings and fund transfers for various loan types, including HELOCs, second mortgages, purchases, refinances, and relocation loans.
Mortgage Loan Closer/Mortgage Funder
Loan Depot
11.2020 - 03.2022
- Processed complex loan transactions : Handled intricate loan scenarios with meticulous attention to detail and adherence to procedures.
- Enhanced funding efficiency : Implemented process to streamline the closing of 80-100 loans per month.
- Collaborated with key stakeholders : Worked closely with processing, underwriting, loan officers, settlement agents, title, and support teams to meet or exceed production goals.
- Adapted to evolving funding requirements : Demonstrated flexibility by quickly adjusting to changes in loan conditions, regulatory updates, and procedural modifications, ensuring accurate and timely processing of diverse loan transactions.
- Maintained Service Level Agreement standards : Consistently adhered to department standards for service level agreements and production targets.
Mortgage Loan Closer
Quicken Loans
09.2016 - 11.2020
- Reviewed final documentation and closing packages : Ensured accuracy and completeness for both conventional and government loans, verifying that all documents met required standards.
- Managed purchase and refinance pipelines : Utilized Encompass to efficiently process and track loan files, maintaining smooth workflow and timely completion of transactions.
- Analyzed title documents : Collaborated with title agents and attorneys to review and confirm all title conditions were met, ensuring clear and marketable titles.
- Ordered and calculated payoffs : Coordinated the retrieval of payoff statements and accurately calculated payoff figures to facilitate seamless loan closings.
- Consistently achieved high performance : Recognized for exceptional production levels and maintaining error-free closings, demonstrating reliability and attention to detail.
Certified Laser Technician
Bare Medical Spa + Laser Center
07.2012 - 07.2016
- Recognized as top sales employee: Consistently achieved high sales performance.
- Client Assistance: Supported client consultations, medical procedures, and data entry into software system.
- Employee Training: Trained new staff on sales techniques and treatment procedures.
- Front Desk and Coordination: Managed front desk operations and served as patient coordinator when needed.
Education
Bachelor of Science - Business Administration
Johnson State College
Johnson, VT05.2016
Skills
- Problem Solving : Strong analytical skills with track record of identifying and resolving issues effectively
- Adaptability : Demonstrated flexibility in adjusting to changes while maintaining accuracy and efficiency
- High-Performance Recognition : Awarded MVP for first quarter of 2024, reflecting outstanding performance, productivity, and contribution to organizational success
- Customer Service Excellence : Proven ability to build and maintain strong relationships with customers, lenders, and third parties, delivering exceptional service and support
- Technical Proficiency : Skilled in using Loan Origination Systems to streamline operations and improve productivity
- Leadership and Training : Experience in leading training sessions and mentoring team members, enhancing team performance and operational effectiveness
Timeline
Mortgage Servicing Processor
Chevron Federal Credit Union
01.2023 - Current
Mortgage Loan Closer/Funder
Chevron Federal Credit Union
03.2022 - Current
Mortgage Loan Closer/Mortgage Funder
Loan Depot
11.2020 - 03.2022
Mortgage Loan Closer
Quicken Loans
09.2016 - 11.2020
Certified Laser Technician
Bare Medical Spa + Laser Center
07.2012 - 07.2016
Bachelor of Science - Business Administration
Johnson State College
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