Rosemary Villanueva

Closing Package Maintenance

• Prepares closing package documents to be delivered to warehouse banks. Ensures packages are ready to be sent before mandatory deadlines.
• Maintains log of dates each package is shipped to bank to ensure timely receipt. Follows up on packages older than three (3) days from disbursement date.
• Log in closing packages and register them in MERS through Encompass.
• Identifies if loan closed, then confirms that loan was sent back to department, noting that mortgage and assignment must be received by bank within seven days of closing.

Administrative

• Responsible for opening mail and then sorting packages by warehouse banks.
• Pull Notes, Mortgages & Title for collateral packages to obtain signature of Assistant Secretary.
• Prints out all warehouse banks pipelines and exception reports for warehouse banks.
• Copy all collateral after they have been endorsed.
• Write up transmittal of loans being sent to each bank and put copy of transmittal with each collateral and also email copy to warehouse bank with tracking number for package.

Scope/Purpose of the Position

The Warehouse Team Lead is responsible for monitoring timely receipt of closing packages and following up on outstanding closing packages while helping to oversee the Warehouse Assistants.

Technical Expertise

• Resolved any issues with Collateral Documents and Warehouse Banks
• Identified if loan closed, then confirms that loan was sent back to department, noting that mortgage and assignment must be received by bank within seven (7) days of closing
• Printed exception reports for warehouse banks and then clear all exceptions
• Logged in closing packages and register them in MERS through
• Encompass
• Followed up on all closing packages older than three (3) days from disbursement date
• Developed strong organizational and communication skills through coursework and volunteer activities
• Strengthened communication skills through regular interactions with others
• Assisted with day-to-day operations, working efficiently and productively with all team members
• Self-motivated, with strong sense of personal responsibility
• Completed paperwork, recognizing discrepancies and promptly addressing for resolution
• Gained strong leadership skills by managing projects from start to finish
• Adaptable and proficient in learning new concepts quickly and efficiently
• Excellent communication skills, both verbal and written
• Paid attention to detail while completing assignments
• Demonstrated respect, friendliness and willingness to help wherever needed
• Worked effectively in fast-paced environments
• Proven ability to learn quickly and adapt to new situations
• Managed time efficiently in order to complete all tasks within deadlines
• Developed strong communication and organizational skills through working on group projects
• Learned and adapted quickly to new technology and software applications
• Excellent communication skills, both verbal and written.