Member Service Rep 3Mortgage Loan Closer, Loan Funder 11Commercial Loan Processor/Funder/CloserFinancial Service RepSenior Mortgage Closer Processor
Work Type
Full TimePart TimeContract WorkSeasonal Work
Location Preference
On-SiteRemote
Location:
Los Angeles, CA, USSan Diego, CAVentura, CASan Bernardino, CA
Open to relocation:
Yes
Important To Me
Career advancementWork-life balanceFlexible work hoursTeam Building / Company RetreatsPersonal development programsHealthcare benefits
2
Languages
1
Certification
32
years of professional experience
Results-driven banking professional with over five years of experience in commercial loans and client relationship management. Proven track record in analyzing financial data and crafting tailored lending solutions that drive business growth. Committed to fostering long-term partnerships and delivering exceptional service to clients.
Professional with strong background in providing exceptional service and support in customer-focused environment. Expertise in resolving inquiries, managing accounts, and fostering relationships. Known for collaborative spirit and adaptability, consistently driving team success and positive outcomes. Skilled in communication, problem-solving, and multi-tasking in fast-paced settings.
Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Work History
Member Service Rep 3
AFTRA-SAG Credit Union | 01.1996undefined
Delivered exceptional member service by efficiently handling banking transactions and resolving inquiries with accuracy and professionalism.
Processed cash handling operations while maintaining strict adherence to banking policies and regulatory compliance.
Collaborated with team members to enhance service delivery and improve member satisfaction in a fast-paced banking environment.
Managed account maintenance tasks including deposits, withdrawals, and transfers with meticulous attention to detail.
Utilized advanced communication skills to educate members on banking products and services, driving increased engagement and loyalty.
Mortgage Loan Closer, Loan Funder 11
5 Months
PennyMac Loan Services | 03.2026 - 08.2026
Coordinated closing documents to ensure accuracy and compliance with lending regulations.
Reviewed loan packages for completeness, identifying discrepancies before final approval.
Communicated effectively with borrowers, lenders, and real estate agents throughout closing process.
Utilized mortgage software systems to track and manage loan closings efficiently.
Assisted in resolving issues that arose during the closing process, ensuring timely completion of transactions.
Collaborated with title companies to facilitate smooth property transfers and document signings.
Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
Commercial Loan Processor/Funder/Closer
6 Months
Recruitment LLC (Hanmi Bank) | 07.2025 - 01.2026
Collaborated with underwriters, loan officers, and clients to gather and verify documentation, expediting loan approval and funding timelines.
Reviewed and analyzed financial statements, credit reports, and collateral documentation to assess loan eligibility and risk.
Efficiently managed the end-to-end processing of commercial loan applications, ensuring compliance with banking regulations and internal policies.
Delivered personalized financial solutions to clients, enhancing portfolio performance and customer satisfaction.
Processed and reviewed commercial loan applications ensuring compliance with regulatory standards and internal policies.
Processed and reviewed commercial loan applications with a focus on accuracy and compliance to expedite funding timelines.
Collaborated with underwriters, borrowers, and title companies to facilitate timely loan closings and funding.
Reviewed and verified loan documentation to confirm completeness and adherence to company policies within the loan servicing industry.
Efficiently managed the end-to-end processing of commercial loan applications, ensuring accuracy and compliance with regulatory standards.
Processed and reviewed commercial loan applications ensuring compliance with UCC and tax filing regulations to facilitate timely funding and closing.
Maintained accurate loan files and records, ensuring all documentation met audit requirements and supported seamless loan servicing.
Financial Service Rep
1 Year 8 Months
New York Life | 10.2023 - 06.2025
Delivered comprehensive financial service solutions to clients, enhancing customer satisfaction and retention within the insurance sector.
Managed end-to-end mortgage closing processes ensuring compliance with banking regulations and timely loan disbursements.
Delivered personalized financial solutions to clients, enhancing portfolio performance and customer satisfaction.
Senior Mortgage Closer Processor
2 Years 11 Months
LA Financial Credit Union | 07.2020 - 06.2023
Delivered comprehensive financial service solutions to clients, enhancing customer satisfaction and retention within the insurance sector.
Executed comprehensive mortgage closing processes ensuring compliance with banking regulations and company policies.
Managed end-to-end mortgage closing processes ensuring compliance with banking regulations and timely loan disbursements.
Managed end-to-end mortgage closing processes ensuring compliance with regulatory requirements and company policies in the loan servicing industry.
Coordinated with escrow agents and settlement attorneys to schedule and execute closing appointments efficiently.
Resolved complex issues related to loan documentation, title discrepancies, and funding to ensure smooth transaction flow.
Associate Clerk
6 Months
Superior Grocery | 02.2020 - 08.2020
Managed daily inventory and stock replenishment to ensure optimal product availability in a fast-paced grocery store environment.
Efficient Associate Clerk with extensive experience in managing inventory and supporting daily operations in a fast-paced grocery store environment.
Managed daily inventory and stock replenishment to ensure seamless grocery store operations and product availability.
Mortgage Specialist
3 Years 5 Months
First Security Lending | 01.2010 - 06.2013
Developed comprehensive mortgage loan solutions tailored to client financial profiles, enhancing customer satisfaction and retention.
Developed and maintained strong client relationships to facilitate mortgage loan origination and ensure customer satisfaction in the mortgage loans industry.
Developed comprehensive mortgage loan strategies that increased client approval rates by 25% within the mortgage loans industry.
Senior Commercial Loan Processor Closer
8 Years 2 Months
Imperial Capital Bank | 10.2001 - 12.2009
Managed end-to-end processing and closing of commercial loan applications, ensuring compliance with banking regulations and internal policies.
Managed high volume number of Files assigned to me .from start to end Nation wide from Dry Funding to Wet Funding from Attorney state to title, we did Mobile Home Parks, Construction Loan Loan Multifamily etc.
Managed end-to-end commercial loan processing and closing activities, ensuring compliance with regulatory requirements and internal policies.
Led a team of 3 to 4 loan processors, providing training, mentorship, and performance evaluations to enhance operational efficiency.
Collaborated with underwriters, loan officers, and clients to resolve documentation issues and expedite loan approvals.
Managed end-to-end processing and closing of commercial loan applications, ensuring compliance with regulatory standards and internal policies.
Collaborated with underwriting, credit, and legal teams to expedite loan approvals and streamline the closing process for lines of credit.
Reviewed and verified loan documentation accuracy, mitigating risks and enhancing the quality of commercial loan portfolios.
Managed end-to-end commercial loan processing and closing activities, ensuring compliance with UCC and tax filing regulations.
Implemented process improvements that enhanced loan processing efficiency and minimized errors, contributing to higher customer satisfaction.
Coordinated with title companies, appraisers, and legal teams to facilitate smooth loan closings and resolve any outstanding issues promptly.
Asst Manager / Vault
2 Years 7 Months
ABE Credit Union | 01.1999 - 08.2001
Managed daily vault operations ensuring compliance with banking regulations and internal controls in a high-volume credit union environment.
Supervised cash handling procedures and reconciliations to maintain accuracy and prevent discrepancies within the vault.
Coordinated with branch managers and security teams to implement robust risk management strategies for asset protection.
Trained and led a team of vault staff, enhancing operational efficiency and adherence to safety protocols.
Monitored inventory levels of cash and negotiable instruments, optimizing cash flow and minimizing shortages.
Member Service Rep 3
3 Years 11 Months
SAG-AFTRA Credit Union | 01.1995 - 12.1998
Collaborated with team members to enhance service delivery and improve member satisfaction in a fast-paced banking environment.
Utilized advanced communication skills to educate members on banking products and services, driving increased engagement and loyalty.
Managed account maintenance tasks including deposits, withdrawals, and transfers with meticulous attention to detail.
Processed cash handling operations while maintaining strict adherence to banking policies and regulatory compliance.
Education
AA
Pasadena City College | Pasadena, CA | 01-2001
Accounting - Accounting
National Education Center | Commerce, CA | 06-1998
Skills
Analysis
Tax Returns
Appraisals
Accounting
Underwriting
Entities
LLC
Corporations
Trust
Computers
Insurance
Laser Pro
Assessment
UCC & Tax Filing
Collateral Loans & Syndicate Loans
Commercial Loan Servicing
Financial transactions
Relationship building
Customer service
Customer support
Dispute resolution
Account management
Complaint handling
Banking
Product sales
Document processing
Payment processing
Member onboarding
Member correspondence
Calm and professional under pressure
Banking operations support
MS office
Accomplishments
Achieved [Result] by completing [Task] with accuracy and efficiency.
Resolved product issue through consumer testing.
Documented and resolved [Issue] which led to [Results].
Supervised team of [Number] staff members.
Collaborated with team of [Number] in the development of [Project name].
Certification
TCF French Certificate (B1), Alliance Francaise, San Francisco (2015)
Gunsmith Level 3, Pistol Program Manager at Professional Gunsmithing LLC/Old Harbor SolutionsGunsmith Level 3, Pistol Program Manager at Professional Gunsmithing LLC/Old Harbor Solutions