Sara Lum
San Francisco,CA
Summary
Versatile loan processor specializing in customer service and lending standards. Excellent communicator and decision maker with an eye for detail and a proactive nature. Also experienced in property management and payroll.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Loan Processor, Property Manager
Home Lending Company - Mortgage Brokerage
San Francisco , California
2005.05 - Current
- Set up and complete loan submission packages.
- Prepare documents for underwriting by verifying client income, credit reports and other information.
- Assist clients in person and via telephone/email to answer questions, process transactions and resolve issues.
- Work closely with lenders, realtors and escrow/title companies to ensure timely closings.
- Maintain compliance with privacy and security requirements, as well as federal statutes covering Fannie Mae and Freddie Mac loans.
- Manage client data base and archived files.
- Prepare and maintain original leases and renewal documents in digital and hardcopy format.
- Respond to tenants inquiries and maintenance requests.
Administrative Assistant
Parkside Lending LLC - Mortgage Lender
San Francisco , CA
2015.07 - Current
- Maintain record filing system for corporate contracts to improve document organization and management.
- Prepare documents for President to execute.
- Sort and distribute office mail and recorded incoming shipments for corporate records.
- Restock supplies and place purchase orders to maintain adequate stock levels.
Payroll Administrator
At Home VMS - Appraisal Management Company
San Francisco , CA
2021.11 - Current
- Manage payroll data entry and processing for 5 employees to comply with state and company guidelines.
- Collaborate with human resources personnel to accurately and efficiently track leave time.
- Process employee medical insurance and retirement enrollment.
- Manage state licensing and renewals.
- Prepare and facilitate execution of service agreements between At Home VMS and various lenders.
Education
Bachelor of Arts - Humanities
San Francisco State University
San Francisco, CA2010
Skills
- Intuit QuickBooks
- Microsoft Office
- Mortgage Loan Originating Software
- E-Mail and Telephone Communication
- Creditworthiness Determination
- Biweekly Payroll Management
- Document Preparation and Processing
- Multitasking and Time Management
- Adaptable and Resourceful
- Complex Problem Resolution
Certification
- CA Real Estate Salesperson License, 2017 to Present
- NMLS License, 2016 to Present
- CA Notary Public, 2006 to Present
Timeline
Payroll Administrator
At Home VMS - Appraisal Management Company
2021.11 - Current
Administrative Assistant
Parkside Lending LLC - Mortgage Lender
2015.07 - Current
Loan Processor, Property Manager
Home Lending Company - Mortgage Brokerage
2005.05 - Current
Bachelor of Arts - Humanities
San Francisco State University
- CA Real Estate Salesperson License, 2017 to Present
- NMLS License, 2016 to Present
- CA Notary Public, 2006 to Present
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