Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Thomas House

Aurora,CO

Summary

I am actively seeking a position as a Mortgage Closer in an environment that allows for career growth and continued advancement. Well-versed in CONV, FNMA, FHA, Trust, RD, VA and New Construction. Regulation Z guidelines. My duties included me using MS Office, MS Outlook, MS Excel, Core, and LIS. I am highly efficient as a mortgage-closing specialist offering 25+ years of experience closing and funding mortgage loans.

Overview

14
14
years of professional experience

Work History

Loan Document Specialist

Wells Fargo Home Loans
Lone Tree, CO
07.2020 - 05.2023

Responsible for the mortgage closing process prior to and after final decision.

• Manages complex new construction pipeline, worked closely with builder/business partner.

• Obtains and clears closing stipulations.

• Conducts welcome call to Settlement Agent.

• Monitors files through underwriting and follows up with 3rd parties and/or customers to obtain closing related documents (title, HOI, invoices 10 day VOE) needed to complete loan file.

• Schedules and meets closing date.

• Review and Balance Closing Disclosure, work closely with the title company/attorney to make sure fees are in compliance with the product type requirements and within TRID Guidelines

• Order and authorize wire for disbursement.

• Regularly and consistently communicates with customer, settlement agent and sales partner.

• Train new employees as requested by management.

• Close approximately between 65 and 85 loans a month.

Mortgage Closer

Bank of America
Centennial, CO
10.2009 - 09.2010

Responsible for the mortgage closing process after final decision.

• Manages complex pipeline to anticipate estimated closing date.

• Obtains and clears closing stipulations.

• Monitors files through underwriting and follows up with 3rd parties and/or customers to obtain closing related documents (title, HOI, 10 day VOE) needed to complete loan file.

• Review HUD-1 and make sure it is in compliance with the product type requirements.

• Order and authorize wire for disbursement. • Regularly and consistently communicates with customer, settlement agent and sales partner.

Close approximately between 45 and 60 loans a month.

Loan Document Specialist

Aerotek Staffing/ Wells Fargo Home Loans
Denver, CO
02.2009 - 08.2009
  • Responsible for the mortgage closing process after final decision.
  • Manages complex pipeline to anticipate estimated closing date. Obtains and clears closing stipulations.
  • Review HUD-1 and make sure it is in compliance with the product type requirements.
  • Order and authorize wire for disbursement. • Regularly and consistently communicates with customer, settlement agent and sales partner. • Close approximately between 85 and 153 units per month.

Education

Available upon request

Skills

  • Customer Service
  • Analytically able to solve problems with minimum supervision
  • Have a solid grasp of time efficiency
  • Quality Assurance

Timeline

Loan Document Specialist

Wells Fargo Home Loans
07.2020 - 05.2023

Mortgage Closer

Bank of America
10.2009 - 09.2010

Loan Document Specialist

Aerotek Staffing/ Wells Fargo Home Loans
02.2009 - 08.2009

Available upon request
Lisa Thomas House