Lorraine Ortega
Fullerton,CA
Summary
Industrious administrative team member with proven organizational, time management and multitasking abilities in all settings. Consistently seeks ways to increase office efficiency and boost team productivity with exceptional clerical support. Skillfully manages records and financial processes.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Office Assistant
Lopez Insurance Agency, Farmers insurance
2023.10 - Current
- Conduct outbound calls to customers to provide assistance and support
- Analyze customer needs and provide appropriate solutions
- Maintain accurate and detailed records of customer interactions
- Respond to customer inquiries and resolve issues in a timely manner
- Collaborate with team members to ensure customer satisfaction
- Follow company policies and procedures when interacting with customers.
Funding
Mr. Cooper Home Loans
Santa Ana, CA
2010.07 - 2023.01
- Review loan documents for accuracy, completion, and compliance
- Identify any missing or expired documents or incomplete items and address with the appropriate department
- Verify Insurance has proper liability coverage amount, current term and proper mortgagee/additional interests - able to read binders
- Verifying that underwriting and funding stipulations/conditions are signed off properly and approved prior to funding loan
- Verifying that all documents are complete, accurate, signature and notary requirements are met (if needed)
- Prepare and validate the Closing Disclosure and set up wires ensuring accuracy of wiring instructions and amounts
- Verifying demands are current and figures are accurately reflected on the closing disclosure
- Ensure loans meet department policies and procedures for funded loans in accordance with investor/ program guidelines, state and federal rules and regulations
- Confirming loan information in the company system is accurate and initiating computerized loan funding process
- Great communication skills to internal staff, escrow/title and borrowers/consumers
- Obtaining title disbursement ledger after funding/ disbursement, balancing system, and issuing post consummation closing disclosure
- Utilize time management skills to stay on track with multiple loans at various stages of the funding process
- Collaborate with teammates/managers and cross departmentally to solve any problems that may need additional attention.
Education
High School Diploma -
NOCE
Fullerton, CASkills
- Great Customer Service Skills
- Eye For Detail
- Multitasking Efficiency
- Time Management
- Verbal and Written Communication
- Client Relations
- Works Well Under Pressure and Fast Paced Environments
- State Guidelines
- Professional Phone Skills
- Outlook Software
- Encompass Software
- Workday Software
- Notary Public
- APEX software
- Meeting Planning
- Customer Service
- File Maintenance
- Report Writing
- Database Management
- Data Entry
- Call Handling
- Office Administration
- Administrative Support
- Professional and Mature
- Document Management
- Positive Attitude
- Filing and Data Archiving
- Dedicated Team Player
- Verbal Communication
Certification
- Notary Public
Accomplishments
- have won numerous awards for Top Performer, team player, team cheerleader and top customer service
Timeline
Office Assistant
Lopez Insurance Agency, Farmers insurance
2023.10 - Current
Funding
Mr. Cooper Home Loans
2010.07 - 2023.01
High School Diploma -
NOCE
- Notary Public
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