Lynn Sanchez
Wharton
Summary
Seasoned Program Advisor skilled in delivering high-level guidance for program development and execution. Proven ability to enhance program efficiency through strategic planning and stakeholder engagement. Strengths include leadership, problem-solving, communication, and project management skills. Significant impact demonstrated by successful implementation of innovative solutions, leading to improved program outcomes.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Program Advisor
Unleashed Brands
Brownsville
07.2025 - Current
- Advised clients on program selection and enrollment procedures.
- Collaborated with other departments to provide comprehensive services for students enrolled in the program.
- Assessed student performance and identified areas needing improvement.
Customer Service Representative
Equity Trust
Westlake
01.2024 - 10.2024
- Assisted clients with inquiries regarding account services and products.
- Resolved customer issues through effective communication and problem-solving techniques.
- Processed transactions accurately using company-specific software systems.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Escalated complex issues to management for further resolution when necessary.
- Answered customer inquiries and provided accurate information regarding products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Loan Processor III
Loan Depot Mortgage
12.2020 - 03.2022
- Review credit and income documentation is complete
- Review Assets to verify that all documentation that is need is there
- Review Preliminary Report & Appraisal report
- Verify that all proper screen have been filled out in Byte
- Clearing Conditions
- Completing conditions from Audit reviews
- Making sure loan is complete for underwriter to review faster
- Keeping up with Fannie Mae and Freddie mac guidelines
- Contact borrower every 5 business days give them an update on the loan
- Approve loan with Mello Clear
Underwriter Assistant
Gem mortgage
11.2014 - 09.2020
- Review credit and income documentation is complete
- Review Assets to verify that all documentation that is need is there
- Review Preliminary Report & Appraisal report
- Verify that all proper screen have been filled out in Byte
- Clearing Conditions
- Completing conditions from Audit reviews
- Making sure loan is complete for underwriter to review faster
- Keeping up with Fannie Mae and Freddie mac guidelines
Loan Processor
Allied/ GMAC/ Green Tree Servicing, LLC
05.2013 - 08.2013
- Gather information and take each file from pre-approval to closing
- Input proper loan information into the system for processing.
- Reviewing credit report, title report, and appraisals
- Verifying source of income
- Review file documentation and make sure all items needed are requested.
- Clearing conditions
- Structure loan amount.
- Meet crucial deadlines requested
- Keeping the customer informed of everything that is going on with the process of their loan.
- Ordering updated homeowners insurance
- Setting up appointments for borrower to sign their documents.
- Reviewing for Harp Guidelines
Loan Processor
Bank of America
09.2007 - 04.2013
- Gather information and take each file from pre-approval to closing
- Input proper loan information into the system for processing.
- Reviewing credit report, title report, and appraisals
- Verifying source of income
- Review file documentation and make sure all items needed are requested.
- Clearing conditions required to be met by underwriter
- Structure loan amount.
- Meet crucial deadlines requested
- Preparing the loan to be submitted to underwriter for final approval.
- Keeping the customer informed of everything that is going on with the process of their loan.
- Ordering updated homeowners insurance
- Setting up appointments for borrower to sign their loan documents.
- Reviewing Harp guidelines
- Reviewing VA guidelines
Real Estate Assistant/ Processor/ Notary / insurance
Guido Gil and Associates
01.2004 - 12.2006
- To assist the real estate agents with the paper work of a sale of a property contacting the customer to provide paper work and also to set up appointments.
- Retrieve contact with the other agents and verify paper work with them fill out contracts.
- Gathering information and take each file from pre-approval to closing.
- Input proper loan information into the system for processing.
- Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy.
- Verify loan documents including income credit appraisal and title.
- Insurance ultimately preparing application for submittal to underwriting.
- To witness the signatures of documents in order to make sure that the Correct person-signing documents.
- Managed the office
- Sale of insurance ( Home, Auto and Life )
Assistant Manager
Reliable Graphic
02.1999 - 07.2004
- Assisted customers with placing their orders
- Data entry and printing
- In charge of projects for example the (Burbank high school project)
- Followed up with contractors verified if order received and verifying that all service was completed in a time.
- Dispatching
- Shipping and receiving
- Book keeping
- Train the associates
Education
Diploma - Graphic Design
ICDC COLLEGE
Skills
- Graphic Design
- Underwriting
- Loan Officer Assistance Experience
- Adobe Photoshop
- Fair Housing Regulations
- Insurance Sales
- Escrow
- Credit Analysis
- Banking
- Mortgage Loan processor
- Customer service
- Accounts payable
- Research
- Loan modifications
- Mortgage loan disclosure
- Payment Research
Certification
Notary Public, Present
Timeline
Program Advisor
Unleashed Brands
07.2025 - Current
Customer Service Representative
Equity Trust
01.2024 - 10.2024
Loan Processor III
Loan Depot Mortgage
12.2020 - 03.2022
Underwriter Assistant
Gem mortgage
11.2014 - 09.2020
Loan Processor
Allied/ GMAC/ Green Tree Servicing, LLC
05.2013 - 08.2013
Loan Processor
Bank of America
09.2007 - 04.2013
Real Estate Assistant/ Processor/ Notary / insurance
Guido Gil and Associates
01.2004 - 12.2006
Assistant Manager
Reliable Graphic
02.1999 - 07.2004
Diploma - Graphic Design
ICDC COLLEGE