Detail-oriented Mortgage Processor with strong communication skills and a proven track record in managing loan pipelines. Committed to providing exceptional customer service and resolving discrepancies efficiently.
Overview
2026
2026
years of professional experience
Work History
Mortgage Processor
CMG Financial
San Ramon
12.2016 - 12.2025
Reviewed loan applications for accuracy and completeness.
Collaborated with underwriters to resolve outstanding issues.
Communicated with borrowers to gather necessary documentation.
Submitted completed loan packages to underwriting department for approval or denial decisions.
Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
Communicated regularly with customers throughout the entire process from origination through closing.
Contacted outside sources, references and vendors to verify client financial information.
Coordinated with underwriters to resolve loan application issues and discrepancies.
Mortgage Processor
Regency Mortgage
Portland
10.2012 - 12.2016
Reviewed mortgage applications for completeness and compliance with regulations.
Maintained accurate records of all loan files throughout the processing stages.
Communicated with underwriters to resolve any outstanding issues or questions.
Monitored timelines to ensure timely completion of loan processing tasks.
Reviewed loan applications and supporting documentation to ensure accuracy of data.
Validated borrower's information against credit bureaus as well as other financial institutions.
Managed a pipeline of loans from origination through funding stages.
Residential Realtor
The Maine Real Estate Company
South Portland
03.2006 - 01.2014
Guided clients through property listings and market analysis.
Coordinated open houses and property showings for potential buyers.
Negotiated purchase agreements and contracts with buyers and sellers.
Assisted clients in understanding financing options and mortgage processes.
Maintained up-to-date knowledge of local real estate trends and regulations.
Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
Managed real estate transactions from initiation to closing.
Provided guidance and support throughout the entire purchasing process from initial search through closing.
Mortgage Processor
RMS Mortgage
South
Coordinated with clients to gather necessary documents for loan processing.
Monitored timelines to ensure timely completion of loan processing tasks.
Provided exceptional customer service to clients during the mortgage application process.
Managed a pipeline of loans from origination through funding stages.
Developed strong relationships with lenders and brokers in order to facilitate smooth processing of loans.
Researched and resolved discrepancies related to the loan application process.
Analyzed financial statements including tax returns and bank statements.
Followed up on conditions requested by underwriters or insurers during the loan approval process.