Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Samantha Marotta

Summary

Dedicated and detail-oriented professional with extensive experience in loan processing and client relationship management. Skilled at coordinating loan applications, verifying documentation, and ensuring compliance with regulatory standards. Efficient in managing multiple tasks while prioritizing accuracy and timely completion.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Loan Partner

Shorepoint Mortgage
08.2024 - Current
  • Prepare, register, and disclose files with lenders in accordance with TRID requirements.
  • Developed and maintained relationships with customers, lenders, and other partners to ensure successful loan processing.
  • Provided support to customers throughout the entire loan process, from application to closing.
  • Reviewed loan documents for accuracy prior to submission for approval.
  • Analyzed credit reports and financial statements to determine customer eligibility for loans.
  • Monitored compliance with applicable laws and regulations governing lending practices.
  • Maintained current knowledge of local and federal laws, regulations, and guidelines related to mortgages.

Health Information Technologist Intern

Prairie View Assisted Living
Winnebago, IL
01.2024 - 04.2024
  • Analyzed and verified completeness of medical documentation for over 800 patient files
  • Worked closely with the Executive Director to ensure that all 800+ files were complete and correctly input into the new EHR service
  • Streamlined medical billing review process by implementing a new tracking system that reduced billing discrepancies by 40%, eliminating the need for rework and ensuring timely payments for 90% of claims submitted

Mortgage Loan Analyst

Umortgage
Philadelphia, PA
01.2022 - 01.2023
  • Prepared and processed loan packages for VA, FHA, and conventional and non-QA mortgages utilizing online underwriting tools to prequalify clients and schedule appraisals and reviews
  • Built intermediary brokerage relationships with home buyers
  • Collaborated with both borrowers and loan officers to ensure quality communication throughout the process
  • Requested, reviewed, and submitted necessary documentation based on investor and/or government guidelines
  • Implemented a checklist for loan analysts that decreased clear-to-close time from 25+ days to between 9 and 11 days

Application Coordinator

Compass Mortgage,
03.2021 - 07.2022
  • Collaborated with various departments to ensure timely processing of applications.
  • Ensured data entry accuracy by verifying information entered into the system against source documents.
  • Maintained accurate records of all applications received, ensuring compliance with organizational standards.
  • Pre-underwrote files to ensure accuracy in documents.
  • Sent disclosures according to TRID guidelines.

Education

Bachelor of Science - Health Information Management

Western Governors University
Salt Lake City, UT
03-2024

Skills

  • Mortgage underwriting
  • Regulatory compliance
  • Loan processing
  • Document analysis
  • Encompass
  • ARIVE

Certification

  • Registered Health Information Administrator (RHIA), 01/01/24 - Present
  • NMLS - Mortgage Loan Originator, 01/01/21 - Present

Timeline

Senior Loan Partner

Shorepoint Mortgage
08.2024 - Current

Health Information Technologist Intern

Prairie View Assisted Living
01.2024 - 04.2024

Mortgage Loan Analyst

Umortgage
01.2022 - 01.2023

Application Coordinator

Compass Mortgage,
03.2021 - 07.2022

Bachelor of Science - Health Information Management

Western Governors University

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Samantha Marotta