Lucas Bauer
Scottsdale,AZ
Summary
Experienced Mortgage Closing Specialist with over 5 years of expertise in loan processing and closing. Recognized for streamlining closing workflows, adept at working effectively, unsupervised or in a group environment, and quickly mastering new skills, led at building strong relationships with clients and colleagues. Proven ability to thrive both independently and within collaborative team environments, while quickly mastering new systems and processes.
Overview
11
11
years of professional experience
Work History
Loan Closing Specialist
Neighbors Bank
Columbia, MO
11.2023 - Current
- Organized and maintained files on closed loans, ensuring easy access to relevant information.
- Reviewed title reports to confirm satisfaction of all liens prior to closing.
- Checked final documents for accuracy before disbursing funds during closing.
- Collaborated with underwriting, processing, and servicing teams to enhance customer service.
Closing Specialist
Veterans United Home Loans
Columbia, MO
01.2020 - 11.2023
- Reviewed loan documents for accuracy and compliance with company policies.
- Coordinated closing activities through effective communication with customers and title companies.
- Verified accuracy of settlement statements in accordance with applicable laws and regulations.
- Engaged in ongoing education and training related to TRID guidelines.
Assistant Manager
Les Bourgeois Winery
Rocheport, MO
03.2015 - 12.2019
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Managed inventory levels of raw materials and finished goods as necessary.
- Assisted with the coordination of event logistics, including venue selection and vendor management.
Education
Bachelor of Science - Financial Management Services, Business And Accounting
University of Missouri
12.2019
Skills
- Business process management
- Strategic planning
- Time management
- Verbal and written communication
- Compliance knowledge
- Software proficiency
- Loan processing
Websites
Timeline
Loan Closing Specialist
Neighbors Bank
11.2023 - Current
Closing Specialist
Veterans United Home Loans
01.2020 - 11.2023
Assistant Manager
Les Bourgeois Winery
03.2015 - 12.2019
Bachelor of Science - Financial Management Services, Business And Accounting
University of Missouri
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