MATTHEW YANDA
Anthem,AZ
Summary
Self-starter with 15+ years of loan and mortgage experience as either a loan processor or representative of a financial institution. Manages high-volume loan paperwork in dynamic environments with high production, approval, and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Reliable with excellent teamwork, problem-solving and organizational skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant 4
US Bank
03.2023 - Current
- Strengthened customer relationships by listening to customer concerns and giving priority to service requirements.
- Responded to customer requests for products, services, and company information.
- Assist clients with banking deposits, withdrawals, cashier’s checks, and wires.
Loan Processor
Synergy One Lending
07.2022 - 02.2023
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other pertinent information.
- Worked with 4-7 customers weekly via telephone or email to answer questions, process transactions, and resolve issues.
- Utilized loan origination software to process and track loan applications for smooth and quick turnaround.
- Processed loan applications and monitored progress from start to finish.
Loan Processor
Finance of America
08.2020 - 07.2022
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other pertinent information.
- Worked with 5-10 customers weekly via telephone or email to answer questions, process transactions, and resolve issues.
- Processed loan applications and monitored progress from start to finish.
- Utilized loan origination software to process and track loan applications.
Senior Account Executive
Loan Stream Mortgage
01.2017 - 01.2020
- Managed broker base of 25 to 35 different companies.
- Partner with mortgage brokers to strengthen relationships and to educate on fair and responsible lending.
- Helped structure potential loan scenarios for clients with Conventional, FHA, VA, Home Equity, or Non-QM loan products.
- Provided training and marketing materials to clients for Conventional, FHA, VA, Home Equity, and Non-QM loan products.
- Managed active file pipeline (Approvals, outstanding conditions, expiring locks, etc.) for timely closings.
Account Executive
Stearns Lending
02.2016 - 12.2017
- Managed broker base of 25 to 30 different companies.
- Partner with mortgage brokers to strengthen relationships and to educate on fair and responsible lending.
- Helped structure potential loan scenarios for clients with Conventional, FHA, VA, Home Equity, or Non-QM products.
- Provided training and marketing materials to clients for Conventional, FHA, VA, and Home Equity loan products.
- Managed active file pipeline (Approvals, outstanding conditions, expiring locks, etc.) for timely closings.
Loan Processor, Senior Account Executive
Homeward Residential
01.2014 - 02.2016
- Managed broker base of 30 to 35 different companies.
- Partner with mortgage brokers to strengthen relationships and to educate on fair and responsible lending.
- Helped structure potential loan scenarios for clients with Conventional, FHA, VA, or Home Equity products.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Account Executive
Plaza Home Mortgage
10.2012 - 12.2013
- Managed broker base of 20 to 25 different companies.
- Partner with mortgage brokers to strengthen relationships and to educate on fair and responsible lending.
- Helped structure potential loan scenarios for clients with Conventional, FHA, VA, or Home Equity products.
- Provided training and marketing materials to clients for Conventional, FHA, VA, Home Equity, and Non-QM loan products.
- Managed active file pipeline (Approvals, outstanding conditions, expiring locks, etc.) for timely closings.
Loan Processor, Account Manager, Account Executive
Wells Fargo Bank
01.2001 - 09.2012
- Managed broker base of 30-35 different companies.
- Partnered with mortgage brokers to strengthen relationships and to educate on fair and responsible lending.
- Help structure and price loan scenarios for clients.
- Signed-off on PTD u/w conditions, ran Loan Prospector or Desktop Underwriter, and provided proactive customer service.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Education
High School Diploma -
Canyon Springs High School
Moreno Valley, CAMicrosoft Certified Professional (MCP) CompTia A+ -
Computer Education Institute
Lake Forest, CASkills
- Knowledge in Conventional, FHA, VA, Home Equity, and Non-QM mortgage loan products
- Experience with Desktop Underwriter, Loan Prospector, Encompass, Byte, Salesforce, and Simple Nexus
- Proficient in Excel, Word, and Power Point
- Information Verification
- Legal compliance
- Processing procedures
Certification
Active NMLS license in CA and AZ (#2016198)
Microsoft Certified Professional (MCP)
Computer Education Institute - Lake Forest, CA
CompTia A+ certification (Computer repair)
Computer Education Institute - Lake Forest, CA
Timeline
Client Relationship Consultant 4
US Bank
03.2023 - Current
Loan Processor
Synergy One Lending
07.2022 - 02.2023
Loan Processor
Finance of America
08.2020 - 07.2022
Senior Account Executive
Loan Stream Mortgage
01.2017 - 01.2020
Account Executive
Stearns Lending
02.2016 - 12.2017
Loan Processor, Senior Account Executive
Homeward Residential
01.2014 - 02.2016
Account Executive
Plaza Home Mortgage
10.2012 - 12.2013
Loan Processor, Account Manager, Account Executive
Wells Fargo Bank
01.2001 - 09.2012
High School Diploma -
Canyon Springs High School
Microsoft Certified Professional (MCP) CompTia A+ -
Computer Education Institute
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