Dedicated and versatile Loan Processor professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Enthusiastic Loan Closer eager to contribute through hard work. Motivated to learn, grow and excel in the Mortgage Industry.
Overview
4
4
years of professional experience
Work History
Compliance Liaison/Consumer Closer
Rockland Trust Company
Middleboro, MA
11.2021 - 02.2022
Maintained checklists of required documentation and open issues affecting closings.
Collaborated with agents and legal professionals to resolve transactional and title issues.
Validated and audited final signed documents in accordance with state, county and investor guidelines.
Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
Handled as many as 3-5 closing files daily by effectively organizing, multitasking and prioritizing closing work.
Reviewed and validated details of loan applications and closing documentation
Reviewed audit and monitoring reports related to consumer and client activities.
Stayed current with latest changes to applicable regulatory standards and company procedures.
Residential Closer/ Processor
East Boston Savings Bank
Medford, MA
07.2020 - 11.2021
Maintain open lines of communication with all parties to obtain and ensure loan readiness.
Review all executed legal documents for actual closing of each loan.
Responsible for timely and accurately preparing and reviewing loan closing and funding documentation for range of loan products to include close-end loans.
Obtained clear title by ordering title reports, resolving title defects and satisfying existing liens and encumbrances against property or principals.
Lead Loan Processor
Paramount Residential Mortgage Group LLC
Revere, MA
10.2016 - 09.2018
Confirmed all information in loan files are accurate, and with good analytical skills and comply with Both compliance and company policy.
Requested services and verifications needed to satisfy final approvals.
Ensured proper maintenance in Encompass throughout application process, including updating and analyzing all verifications, reports, dates and services obtained.
Understand parameters of loan products offered, secondary market, FNMA, FHLMC, and other approved investors along with Rate Locks and TRID to ensure timing closing deadlines.
Monitored overall customer interactions and Interfaces with all parties involved on each loan from application to closing, including counseling and pre- qualifying potential home buyers, demonstrating decision making ability and effective communication skills, both verbal and written.
Sales Representative, Area Supervisor
Autopart International
Norton, MA
09.2012 - 08.2013
Supervised four store branch locations: while funneling new sales opportunities to local shops.
Outside sales calls to automotive repair shops.
Strengthening their local branch footprint and area relationships between internal and external partnerships.
Prepared and effectively presented new and updated product options to current clientele.
Educating new prospects on overall products, services, and solutions.
Created and presented internal reports consisting of trends, product launches and line card pulls.
Developed friendly long lasting professional relationships still to date.
Engaged in product knowledge and excellent customer service.
Coordinated with internal departments to maximize operational efficiency across production and administrative areas
Established area team schedule and planned production.
Achieved sales goals, increasing revenue by maintaining top accounts and expanding personal sales portfolio by bringing new business accounts.
<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting