Lori Martinez
Oxnard,CA
Summary
Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
27
27
years of professional experience
Work History
Mortgage Loan Processor
Self-employed
07.2023 - Current
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Processed mortgage loan applications accurately and successfully for over 27 years.
- Communicated with originator and applicant concerning progress of loan file.
- Facilitated smooth closing processes by collaborating effectively with title companies, escrow companies and lenders.
- Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
Loan Officer
Mortgage Resource Group, Inc
07.1997 - 12.2023
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong relationships with customers through high levels of customer service.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Education
Associate of Science - Health Sciences
Ventura College
Ventura, CA05.1994
High School Diploma -
Channel Islands High School
Oxnard, CA06.1980
Skills
- Information Verification
- Processing procedures
- Financial document review
- File Management
- Proficient in Calyx Point
- Pipeline Management
- Document Review
Timeline
Mortgage Loan Processor
Self-employed
07.2023 - Current
Loan Officer
Mortgage Resource Group, Inc
07.1997 - 12.2023
Associate of Science - Health Sciences
Ventura College
High School Diploma -
Channel Islands High School