Roseanna Facundus
Rancho Cucamonga,CA
Summary
Results-driven professional with a strong background in managing loan pipelines and delivering exceptional customer service. Skilled in problem-solving and clear communication, facilitating effective collaboration between brokers and underwriters to ensure successful loan funding.
Overview
9
9
years of professional experience
Work History
Senior Account Manager/Team Lead
Champions Funding LLC
09.2024 - Current
- Manage a pipeline of 80 plus loans collecting documentation from the Brokers required by the Underwriters to fund loans. Conditions such as Appraisal Reports, Legal reviews, and Title documents. Along with Borrower's personal information such as identification, bank statements, sourcing funds, tax documentation, hazard, and flood insurance. Pulling and clearing fraud reports, flood determination forms, VOD's, SSN verifications and Tax Transcripts.
- Contact each Broker twice a week to maintain great customer service, assisting with condition questions. Mediated between Underwriters and Brokers to help communicate and give clarity to what documentation is required to clear conditions.
- Assisted Closers and Funders with similar duties to ensure loans get funded.
- Leading a team of 10 while maintaining a small pipeline.
- Provided ongoing training and support to team members, addressing questions and facilitating skill development.
- Conducted small group training sessions to reinforce best practices and enhance team performance.
- Monitored and assigned loan applications, ensuring efficient processing and adherence to timelines.
204B Supervisor/ Sunday HUB Supervisor/City Carrier
USPS
11.2022 - 09.2023
- Cased, delivered, and collected mail along the assigned route on foot or using a vehicle.
- Supervised carrier activities: evaluate their daily workload, making sure they delivered all mail and parcels on the street.
- Assisted all carriers if they run into any issues on their route. Answering phone calls and online customer service inquiries. Managed assigned collection boxes making sure carriers collected and scanned items.
- Sundays supervised 2-3 carriers from 5 different offices that are assigned to deliver parcels. Making sure all carriers take assigned parcels and are successfully delivered. Keeping track of all accountables such as vehicle keys, arrow keys, and gas cards.
- Organized office so everything is ready for the next day.
Account Manager
Sprout Mortgage
09.2020 - 07.2022
- Managed a pipeline of 75- 175 loans collecting documentation from the Brokers required by the Underwriters to fund loans. Conditions such as Appraisal Reports, Legal reviews, and Title documentation. Along with Borrower's personal information such as identification, bank statements, sourcing funds, tax documentation, hazard and flood insurance. Pulling and clearing fraud reports, flood determination forms, VOD's, SSN verifications and Tax Transcripts.
- Contacted each Broker twice a week to maintain great customer service, assisting with condition questions. Mediated between Underwriters and Brokers to help communicate and give clarity to what documentation is required to clear conditions.
- Assisted Closers and Funders with similar duties to ensure loans get funded.
Billing Coordinator
ARB, Inc (Construction)
04.2017 - 08.2020
- Compiled weekly timesheets for Labor, Equipment and Third-party invoices for each job, including documents such as crew hour breakdowns, invoices, service orders and photos of job sites.
- Audited each job matching up the labor hours and equipment in case of missing information. Check for all accuracy that all documents match the service orders such as job information and location to get billed properly.
- Data entry: entered timesheet information on So Cal Gas system, matching ours and submitting the documents to our Accounts Receivable department so all parties get paid.
Education
Associate degree - Christian Leadership
The Way Leadership University
Skills
- Word
- Excel
- Outlook
- CoreLogic
- Xactus
- Teams
- Account Management
- Wholesale Mortgage Home loans
- Encompass
- MLM
- Construction Industry
- Billing
- Sage
- SAP
Employment Gap
GAP of employment due to taking time off to visit family.
Timeline
Senior Account Manager/Team Lead
Champions Funding LLC
09.2024 - Current
204B Supervisor/ Sunday HUB Supervisor/City Carrier
USPS
11.2022 - 09.2023
Account Manager
Sprout Mortgage
09.2020 - 07.2022
Billing Coordinator
ARB, Inc (Construction)
04.2017 - 08.2020
Associate degree - Christian Leadership
The Way Leadership University