Lionel Lucchesi III
Fishers,IN
Summary
Experienced processor adept in managing high-volume, complex data while ensuring accuracy and efficiency. Skilled in utilizing industry software for data entry and analysis, with a strong grasp of compliance requirements. Known for ability to thrive under pressure and consistently meet tight deadlines, contributing significantly to operational efficiency. With proven problem-solving skills and commitment to continuous learning, ready to deliver top-notch performance in fast-paced environments.
Overview
21
21
years of professional experience
Work History
MORTGAGE LOAN PROCESSOR III
US Bank Home Mortgage
Denver, CO
08.2020 - Current
- Ensured compliance with bank, regulatory, and investor guidelines while maintaining high customer service standards.
- Coordinated communication with customers, internal staff, brokers, counsel, and title companies to resolve inquiries and obtain necessary documentation for the file.
- Processed mortgage loan records, files, and correspondence from application through funding, ensuring accuracy and completeness.
FUNDS ADMINISTRATION PROCESSOR II
CFSI Loan Management - Comprehensive Construction Risk Management
Denver, CO
01.2019 - 08.2020
- Supported the Funds Administration Team in processing commercial construction loan advance requests, monitoring draw inspections, and responding to both internal and external clients' inquiries promptly and accurately.
- Facilitated processing of construction loan advances by verifying documentation and ensuring compliance with established protocols.
- Executed Client Service Level Agreement (SLA) requirements to ensure compliance and service quality.
- Communicated with lender clients, contractors, and borrowers throughout the process to provide timely status updates.
- Forwarding construction loan advance recommendations to lender clients.
- Entered data into multiple software platforms to maintain accurate records and support operational functions.
- Coordinated site visits and inspections of properties to assess conditions and compliance with project specifications.
- Monitoring inspections for status and timeliness of return.
- Delivering quality control inspections per company policy.
- Reviewing support paperwork associated with the request (invoices, lien releases, change orders, etc.).
- Delivered exceptional customer service to clients and vendors through self-direction, diplomacy, and professionalism.
- Executed cross-departmental actions to achieve established objectives.
LOAN OFFICER ASSISTANT
Envoy Mortgage
Broomfield, CO
01.2017 - 01.2018
- Increased originated loans from $12mm to $30mm+ using aggressive marketing and sales techniques.
- Managed high-volume processing pipeline with Loan Officers, enhancing customer acquisition, application processing efficiency, and loan-closing readiness.
- Processed Conventional Purchase / Refinance Loans/ FHA / VA and Construction loans.
- Established streamlined workflow and comprehensive pipeline reporting, enabling loan officers to proactively maintain accurate application processing.
- Maintained ongoing communication with customers throughout loan processing lifecycle, ensuring transparency and support.
- Partnered with realtors to increase customer acquisition opportunities and expand territory market base.
- Strategized email drip campaigns to establish and maintain continuous interaction with future prospects.
- Implemented social media advertising using Facebook, LinkedIn, Twitter, and Google Analysis tracking.
LOAN OFFICER ASSISTANT / SENIOR LOAN PROCESSOR
Commerce Home Mortgage
Denver, CO
01.2016 - 01.2017
- Processed Conventional Purchase / Refinance Loans/ FHA / VA and Construction loans.
- Educated customers regarding preparation and expectations during the loan origination process.
- Resolved complex exceptions for re-evaluation of terms on previously approved loans, ensuring compliance and customer satisfaction.
- Integrated SalesForce.com with loan origination systems, streamlining data entry and reducing keying errors to enhance mortgage application processing capacity.
- Migrated spreadsheets and desktop databases into SalesForce.com, increasing processing capacity for loan applications.
- More than doubled originated loans through targeted sales campaigns and networking with local realtors.
LOAN PROCESSOR / JUNIOR UNDERWRITER
LenderLive Network
Glendale, CO
01.2012 - 01.2015
- Processed and underwrote Conventional Purchase / Refinance Loans/ FHA / VA and Construction loans for Alliant Credit Union.
- Achieved multiple Top Performance awards for highest business volume producer, reflecting strong performance and dedication.
- Provided exceptional customer service through continuous communication during loan processing lifecycle, enhancing client satisfaction.
- Trained and mentored new hires, fostering accuracy and efficiency in loan processing operations.
LOAN OFFICER / JUNIOR UNDERWRITER
Citywide Home Loans
Greenwood Village, CO
01.2010 - 01.2012
- Originated/Underwrote/Processed Conventional, VA and FHA, Construction, USDA, Down Payment Assistance Programs as well as Purchase/Refinance loans.
- Increased market share by 20% over 2 years, achieving $2.5MM in average monthly funding.
- Executed marketing plan to enhance website, attracting prospects and driving growth in loan origination volume.
SENIOR TEAM LEADER
Bank of America
Plano, TX
01.2006 - 01.2010
- Increased funded loans while maintaining capacity during growth from $22MM to $39MM, directly supporting organizational expansion.
- Ranked consistently in Top 10 performers for application, funding, and conversion quality, contributing to overall team success.
- Facilitated SalesForce.com training for team, enhancing automation usage and improving overall operational effectiveness.
Education
Bachelor of Science - Radio, Television, & Film Production, minor in History
Texas Christian University
Fort Worth, TXSkills
- Loan processing coordination
- Salesforce expertise
- Transaction oversight
- Workflow management
- Revenue achievement
- Solution selling
- Client satisfaction
- Customer service excellence
- Training and coaching
- Relationship management
- Team collaboration
- Compliance management
- Document review
- Data accuracy
- Customer relationship management
- Process improvement
- Problem solving
- Risk assessment
- Effective communication
- Attention to detail
- Time management
Affiliations And Certifications
- Member, National Association of Mortgage Underwriters
- Registered MLO License for Colorado
- Nationwide Mortgage Licensing System (MLS) SAFE Test and Certifications
Career Accomplishments
- More than doubling loan originations using strategic marketing and sales techniques.
- Migrating spreadsheets and desktop databases into SalesForce.com for expanded processing capacity.
- Establishing partnerships with realtors to increase customer acquisition opportunities.
Timeline
MORTGAGE LOAN PROCESSOR III
US Bank Home Mortgage
08.2020 - Current
FUNDS ADMINISTRATION PROCESSOR II
CFSI Loan Management - Comprehensive Construction Risk Management
01.2019 - 08.2020
LOAN OFFICER ASSISTANT
Envoy Mortgage
01.2017 - 01.2018
LOAN OFFICER ASSISTANT / SENIOR LOAN PROCESSOR
Commerce Home Mortgage
01.2016 - 01.2017
LOAN PROCESSOR / JUNIOR UNDERWRITER
LenderLive Network
01.2012 - 01.2015
LOAN OFFICER / JUNIOR UNDERWRITER
Citywide Home Loans
01.2010 - 01.2012
SENIOR TEAM LEADER
Bank of America
01.2006 - 01.2010
Bachelor of Science - Radio, Television, & Film Production, minor in History
Texas Christian University