LISA WILSON
Bluffton,SC
Summary
Detail-oriented and methodical mortgage processor with 7+ years of experience working from home 100% of the time, successful in assembling closing documentation for loans. Work quickly and accurately to meet strict standards, clear issues and prepare document packages. Meticulous in delivering error-free documentation and ensuring compliance with company policies and regulatory requirements.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Jr Mortgage Processor (Remote)
Catapult Solutions Group - Caliber Home Loans
Plano, TX
03.2021 - 02.2022
- Entered all data on new loans as received into computer system as needed for initial submission through appropriate Loan Origination System (LOS).
- Maintained open line of communication with borrowers, loan originator, and underwriter throughout entire process assisting each as needed.
- Monitored all incoming mail and documents for verification information on data used to obtain any loan approval.
- Logged all incoming data into LOS for tracking purposes.
- Reviewed files submitted to verify that all required documentation needed has been supplied to submit file to obtain AUS approval and submit to Underwriting Department
- Maintained knowledge of all policies and modifications to guidelines and standards of company, federal housing programs, investors, and private mortgage insurers.
- Reviewed AUS Findings (DU/LP) to verify all applicable documentation has been gathered and addressed.
- Verified that credit documents (1003, Residency, Income, Assets and Liabilities) are accurate and reviewed third party documents (Appraisal, Title, etc.) to ensure salability.
- Worked under tight deadlines and time constraints while maintaining low error rate.
- Updated internal system with appropriate status for each stage of closing and delivery
- Communicated closely with inter-company staff members to promote quick and effective loan workflow.
Customer Service Representative (Remote)
Otter Products, LLC
Fort Collins, CO
08.2019 - 03.2021
- Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Checked to ensure appropriate changes were made to resolve customers' problems.
- Met or exceeded service and quality standards every review period.
- Used video conferencing, chat platforms, and instant messaging to stay in touch with others on the remote team with daily check-ins to accomplish company goals while working off-site.
- Referred unresolved customer grievances to designated departments for further investigation.
- Obtained and examined all relevant information to assess validity of complaints and to determine possible causes.
Senior Graphic Designer
Union City Daily Messenger, Inc
Union City, TN
11.2002 - 08.2019
- Work with clients to gather and define requirements, establish scopes and managing project milestones.
- Handle multiple advertising sales departments remotely.
- Create designs for advertisements, upcoming events.
- Perform all duties with professionalism, integrity and positive attitude.
- Convert various types of files for printing or for the Internet, using computer software.
- Operate desktop publishing software and equipment to design, lay out, and produce camera-ready copy.
- Check preliminary and final proofs for errors and make necessary corrections.
Education
Certificate -
Tennessee College of Applied Technology - Newbern
Newbern, TN08.2002
Skills
- Database Management
- Documentation Review
- Paperless Work Environment
- Interpersonal Communication
- Analytical and Critical Thinking
- Multitasking Abilities
- Verbal and Written Communication
- Receptive to Training
- Closing Documentation
- Loan Information Recording
- Decision Making
- Data Entry
Core Competencies
Microsoft Office Suite (Teams, Outlook, Excel, Word), ADP, CRM software, LOS, Time-tracking software, AUS, Fannie Mae and Freddie Mac guidelines, FHA, VA, USDA
Certification
Business/Legal/Medical Administrative Assistant Certificates
Timeline
Jr Mortgage Processor (Remote)
Catapult Solutions Group - Caliber Home Loans
03.2021 - 02.2022
Customer Service Representative (Remote)
Otter Products, LLC
08.2019 - 03.2021
Senior Graphic Designer
Union City Daily Messenger, Inc
11.2002 - 08.2019
Certificate -
Tennessee College of Applied Technology - Newbern
Business/Legal/Medical Administrative Assistant Certificates
Similar Profiles
Danielle BiermannDanielle Biermann
VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)
Mona JohnsonMona Johnson
Loss Mitigations at Caliber Home Loans/ Shellpoint Mortgage SystemsLoss Mitigations at Caliber Home Loans/ Shellpoint Mortgage Systems
Cheryl StanfordCheryl Stanford
QC Analyst Underwriter at New Rez Caliber Home LoansQC Analyst Underwriter at New Rez Caliber Home Loans