RICKY T. LEE
Manager
Phoenix,AZ
Summary
Professional in financial services sector with strong track record of managing loan closing activities. Recognized for ensuring compliance with regulatory standards and maintaining meticulous attention to detail in all documentation. Known for collaborative teamwork and consistently achieving high-quality results, adaptable to evolving business and problem-solving, valued for reliability and flexibility.
Experienced with ensuring safe and timely transportation of students. Utilizes strong communication skills to manage student behavior and navigate routes efficiently. Knowledge of safety regulations and procedures to maintain secure environment for all passengers.
Overview
15
15
years of professional experience
Work History
Assistant Operations Manager
Lee Legacy Group
01.2023 - Current
- Supervise operations staff and kept employees compliant with company
- Provide a housing environment that allows residents to focus on getting well
- Outsource 3rd parties to fulfill crucial services for our residents.
- Tailor environment to the specific needs of a diverse population of residents that come with a wide variety of personal and healthcare needs
- Manage budgets effectively, consistently delivering projects on-time and within financial constraints.
- Assist in recruiting, hiring and training of team members.
SR. Loan Closer
NFM Lending
09.2020 - 01.2023
- Review various loan files per day for preparation of loan documents
- Accurately input data into system as needed
- Closing Disclosure reconciliation audit
- Balance loan for funding with title company
- Met 1 o'clock Wire deadlines for all daily funded units
- Met same day turn time for loan package
- Managed a high volume of loans simultaneously while maintaining attention to detail and meeting deadlines consistently.
School Bus Driver
First Student
10.2019 - 03.2020
- Completed pre-trip and post-trip bus inspections and documented info in vehicle logs.
- Demonstrated professionalism at all times while engaging with students, parents, colleagues, and administrators alike during daily duties.
- Assisted in maintaining bus cleanliness with regular sanitizing and disinfecting.
- Transported 50 to 70 passengers safely along prescribed routes according to tight schedules.
- Reported vehicle maintenance and repair issues to appropriate personnel for timely resolution.
Mobile Notary
Carole Williams Document Service
08.2017 - 09.2019
- Document Service for 3 to 7 loan signings per day
- Mobile delivery of loan package/loan document signing
- Met same day turn time for loan packages
- Met wire deadlines for funded units
- Closing disclosure reconciliation audit
- Customer Identification-Patriot Act
- Maintained strict confidentiality with sensitive client information, fostering trust and long-lasting professional relationships.
- Built a strong network of professional contacts, leading to repeat business and referral opportunities.
Funding Manager
Geneva Financial
03.2015 - 07.2017
- Managed 5 direct reports for Funding and Shipping Team
- Managed inventory of daily funding.
- Managed shipping pipeline and lock expirations
- Assisted with Post Closing needs for loans being purchased
- New loan assignment
- Managed 3 warehouse pipelines for 50 Million dollars
- Daily communication with Escrow officers and Processors
- Quality Review of All Funded Loans
- New Hire Training
- Manage Collateral Delivery
- FHA/VA/CONV/USDA/BOND - Purchase/Refinance
- Purchased Loan File Management
- Participate in site meetings and lead staff meetings with team
Loan Closing Manager
J.P. Morgan Chase
05.2010 - 11.2014
- Managed 12 direct reports for the Closing Refinance Team
- Verify usage of correct Mortgage and Note documents
- Checked completed loan documents for quality control and follow-up
- Validate information on each check
- Meet same day turn time for loan packages
- Check closed loans by familiarizing with loan transactions
- Meet wire deadlines for funded units
- Responsible for HUD-1 reconciliation audits
- Meet production goals by managing to stretch goals
Education
High School Diploma -
El Camino Real High School
Woodland Hills, CA06.1984
Skills
- Loan structuring
- Property valuation
- Document preparation
- Appraisal review
- Pipeline management
- Title review
- Funding coordination
- Team leadership
- Problem-solving
- Operations management
- Dependable and reliable Safety - focused
- Effective communication skills
Timeline
Assistant Operations Manager
Lee Legacy Group
01.2023 - Current
SR. Loan Closer
NFM Lending
09.2020 - 01.2023
School Bus Driver
First Student
10.2019 - 03.2020
Mobile Notary
Carole Williams Document Service
08.2017 - 09.2019
Funding Manager
Geneva Financial
03.2015 - 07.2017
Loan Closing Manager
J.P. Morgan Chase
05.2010 - 11.2014
High School Diploma -
El Camino Real High School
Awards
TEAM RANKING #1 IN THE SITE AND NATION, Received site recognition for top closing manager. Received recognition for being the number 1 Closing manager in the Nation and Region for J.P. Morgan Chase.
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