Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
Work History
Processor
Guaranteed Rate
04.2024 - 10.2024
Responsible for collecting and gathering all necessary documents for loan application, such as tax returns, bank statements, W-2's and Homeowner Insurance.
Reviewing credit report for any late payments, collections or inaccuracies.
communicating with customers to obtain any additional required documentation needed to prepare the loan for clear to close.
Contacting title requesting all necessary title documents
Responsible for collecting upfront fees prior to ordering appraisals.
Keeping the loan officer updated on progress of loan.
Provided outstanding customer service by promptly addressing inquiries and resolving issues.
Mortgage closer/funder- REMOTE
KBHS HOME LENDING
10.2018 - 12.2023
Contacting partners and borrowers to insure excellent customer service and communication on each loan through the closing and funding process
Ensuring overall loan documents are accurate, complete and compliant with company guidelines
Resolved issues efficiently during the pre-closing stage, minimizing delays and keeping transactions on schedule.
Worked with title companies on balancing Closing Disclosures for accurate cash to close for customers
Balanced and sent out wires for the closings
Satisfied any outstanding closing and/or funding conditions
Assisted closers when needed with their closings if others were behind
Loan Doc Specialist
Wells Fargo Bank NA
01.2016 - 10.2018
Back up lead for closers when work director was out of the office
Performed a large amount of loan document duties on complex loans to ensure compliance
Provided training for new loan doc specialists with the company
Contacted partners and borrowers to insure excellent customer service and communication on each loan through the closing and funding process
Ensured overall loan documents are accurate, complete and compliant with company guidelines
Worked with title companies to balance the closing disclosure for accurate cash to close for customer.
Balanced and sent out wires for all closings
Satisfied outstanding closing and funding conditions
Assisted closers when needed with their closings if others were behind
Home loan processor 4
Wells Fargo Bank NA
09.2015 - 01.2016
Processor FHA/VA/CONV/BUILDER
Ensuring overall loan documents are accurate, complete and compliant with company guidelines
Communicate with partners and borrowers to insure excellent customer service and communication on each loan through the application process
Worked to submit loans for initial approval to Underwriting
Requested all conditions and submitted loans for clear to close in timely manner