Lynette Gueller
Appleton,WI
Summary
Experienced mortgage professional with 14 years in mortgage loan processing and real estate, offering deep knowledge of loan documentation, underwriting support, compliance regulations, and client relations. Adept at managing high-volume pipelines with accuracy and efficiency, ensuring timely closings and exceptional borrower experiences. Strong organizational and analytical skills, with a proven ability to coordinate with lenders, title companies, and underwriters to facilitate smooth and compliant transactions. Recognized for professionalism, integrity, and the ability to work both independently and collaboratively in fast-paced environments.
Overview
23
23
years of professional experience
1
1
Certification
14
14
years of post-secondary education
Work History
Licensed Caregiver/Med Passer
Heartwood Homes
06.2023 - Current
- Administer and facilitate medications as prescribed.
- Legal documentation of normal activities.
- Lead and assist clients with needed activities of daily living and quality of life enhancements.
- Encouraging clients to be their best self advocates for needed services.
- Advanced Memory Care and End of Life Specialized
- Built strong relationships with clients to deliver emotional support and companionship.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
- Prepared nutritious meals according to dietary restrictions, supporting clients'' overall health through balanced nutrition.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Managed patient appointments and transportation needs, ensuring punctual arrival at medical visits and other engagements.
- Assisted in rehabilitation exercises as prescribed by medical professionals, guiding patients towards improved mobility and function.
- Collaborated with healthcare team members to develop personalized care plans for each client, resulting in tailored support and improved wellbeing.
- Developed engaging recreational activities tailored to individual interests and abilities, boosting mental stimulation for patients throughout their day-to-day lives.
- Efficiently organized schedules for multiple clients simultaneously while maintaining high-quality care standards.
- Recorded patients' pulse, blood pressure and respirations (TPRs) to assess and document important health information.
Administrative Director - Licensed Realtor
Berkshire Hathaway Home Services
04.2021 - 12.2022
- Director of Operations/Realtor for the State of Wisconsin
- Licensed Realtor in the state of Wisconsin.
Executive Administrative Assistant, Mortgage Process Specialist
Solomon Financial
07.2002 - 06.2014
- Organize the Executive Team’s daily work stream to maintain an accurate and effective work environment allowing Leadership to meet the opportunities needed to achieve the Company’s growth, guidelines and timing objectives.
- Assist the Executive Team in establishing and executing key Marketing initiatives.
- Process purchase and refinance loans for FHA, VA, Conventional and other loan programs such as USDA, Home Equity Lines of Credit, 2nd Mortgages
- Trained to pre-underwrite a file to ensure a one touch file when submitting underwriting
- Able to locate and resolve red flags in the file before submitting to underwriting
- Expert Knowledge of Fannie Mae, Freddie Mac and GUS automated underwriting systems
- Accurately calculate income for various types of borrowers including self employed
- Communicate clearly and effectively with management, loan officers and all parties of a loan transaction
- Request, review, and verify all loan documents from parties to the loan transaction including income, credit, appraisal, title and homeowners insurance to ensure complete and accurate information is being submitted to underwriting
- Order and obtain VOE's, VOD's, appraisals, credit supplements
- Constant monitoring of loan file to ensure if any changes to the file or program are made, compliance protocol is followed and re-disclosure executed
- Coordinate loan closings with customers and other parties involved
- Proficient and knowledgeable in most mortgage operating systems.
Education
Associate of Science -
Golden West College
Huntington Beach, CA 09.2005 - 05.2007
High School Diploma -
Gresham High School
Gresham, WI 09.1985 - 05.1998
Skills
- Office management
- File management
- Document preparation
- Administrative support
- Executive support
- Interpersonal communication
- Meticulous attention to detail
- Customer Service-oriented
- Phone etiquette
- Strategic planning
- Schedule & calendar planning
- Project management
- Conflict management
- Business administration
- Appointment setting
- Staff management
- Bookkeeping
- Certified in 10-key
- Self-starter
- Document handling
- Articulate and well-spoken
- Administrative support specialist
- Email management
- Proper phone etiquette
- Problem-solving
Certification
- Real Estate/WI
- USDA licensed/USAA
- Wisconsin CBRF Standard Precautions Certification
- Wisconsin CBRF First Aid and Choking Certification
- Wisconsin CBRF Fire Safety Certification
- Wisconsin CBRF Medication Administration Certification
Languages
English
Full Professional
Interests
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Stand-up Paddleboarding (SUP)
- Auto Repair/Restoration
- Backpacking and Hiking
- Outdoor Recreation
- Volunteering
- Watching Movies and TV Shows
- Music
- DIY and Home Improvement
- I enjoy helping others and giving back to the community
- Mindfulness Practices
- Reading
- Swimming
- Hiking
- I have a passion for photography and editing photos
- Volunteer Work
- Genealogy
- Passionate about balancing physical health with mental and emotional wellness
- Adventure Travel
- Fashion
- Personal Development and Self-Improvement
Timeline
Licensed Caregiver/Med Passer
Heartwood Homes
06.2023 - Current
Administrative Director - Licensed Realtor
Berkshire Hathaway Home Services
04.2021 - 12.2022
Associate of Science -
Golden West College
09.2005 - 05.2007
Executive Administrative Assistant, Mortgage Process Specialist
Solomon Financial
07.2002 - 06.2014
High School Diploma -
Gresham High School
09.1985 - 05.1998