Nicholas Zepeda

• Manage and followed up with all new and existing leads in a timely manner via Salesforce and updating all parties involved.
• Prequalify clients by taking a 1003 application via phone.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Prepare pre-qualification letters then schedule appointments for the Loan Officer and client.
• Remain updated with latest information related to mortgage products and services offered.

Setup Duties

• Maintain up-to-date pipeline at all times.
• Order verifications, appraisals and final inspections as needed and updates loan files.
• Order all insurance documents, title work documents and surveys.
• Upload all received third party documentation in a timely and accurate manner.
• Communicate with clients, processors and other third parties to achieve prompt loan closings.

• Checked accuracy and completeness of all final documentation of a closed mortgage loan
• Request corrections as needed of Final Title Policies and Original Deed of Trust.
• Compile and deliver final loan packages per investor guidelines in a timely manner.
• Knowledge of various Loan Programs such as Purchase/ Refi; Conventional Loans, TX Equity Loans, FHA Loans, VA Loans, VA TX Vet Loans, DPA (Down Payment Assistance)
• Cross-trained for Mortgage Funding Process and responsibilities including the review of documents after closing to issue funding authorization.

• Greeted customers at counter to fulfill requests and answer questions.
• Fulfilled customer orders in person and over the phone.
• Responded to telephone inquiries regarding available products and services and helped customers make appropriate choices.
• Took special orders for event catering and party trays, assisting customers by recommending additional items, condiments, and garnishes.
• Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
• Prevented food spoilage by monitoring dates, rotating stock, and following proper storage procedures.
• Increased profits by chopping leftover meat and cheese from the day for a reduced price.

• Maintained a balanced schedule of my employees.
• Handled all customer resolutions and ensure a fun and safe environment for everyone.
• Assisted with ticket redemption and provided prize selection to customers.
• Wiped down and cleaned chairs, booths and game stations to comply with sanitation requirements.
• Stocked and maintained game room tokens, cards and board games for patron convenience.
• Conducted routine rounds through game room floor to check and test games.
• Stocked and displayed merchandise in prize area to encourage guests to win game tickets.
• Recorded daily opening and closing reports to reconcile sales.
• Trained new recreation attendants on safety procedures and customer service tactics.