Highly efficient Mortgage-Closing Specialist/Customer Service Professional offering vast experience closing and funding conventional and government mortgages in a fast-paced high-volume customer-focused environment. Exceptional customer service and communications skills. Expansive call center experience. Proven history of poise and patience working closely with range of different personalities. Critical thinker expertise working in high-volume environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Mortgage Loan Closer
Triad Financial Services, Inc.
02.2023 - 04.2024
Managed a pipeline of construction, purchase and refinance loans for manufactured homes.
Managed a high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
Provided comprehensive training to junior staff members on loan closing procedures and best practices.
Assisted clients throughout the entire loan process, ensuring their understanding and comfort at every stage.
Collaborated with title companies for smooth and accurate execution of closing documents.
Reduced errors in loan documents through meticulous review and verification procedures.
Provided highest level of service and support to customers, closing agents and realtors.
Senior Closing Coordinator III/ Dedicated High Net Worth Closing Specialist
COMPUTERSHARE/LENDERLIVE, LLC / PHH MORTGAGE
05.2012 - 10.2022
Managed a pipeline of high net worth (HNW) customers and successfully navigated the entire closing process.
Improved customer satisfaction by providing timely updates on the status of closings and addressing any concerns or questions promptly.
Ensured accuracy in financial calculations and legal requirements, maintaining a thorough understanding of current laws and regulations.
Streamlined the closing process for clients by coordinating with multiple parties, including lenders, attorneys, and real estate agents.
Expedited closings by managing deadlines efficiently, prioritizing tasks according to necessity and urgency.
Contributed to the overall success of the team by maintaining a strong sense of professionalism and commitment to high-quality work at all times.
Collaborated with escrow officers to ensure a smooth closing process, proactively addressing potential roadblocks.
Facilitated communication between all involved parties throughout the entire closing process, ensuring transparency and setting clear expectations at each stage.
Assisted in reducing potential delays by identifying and resolving issues prior to closing appointments.
Closing Hud-1 Specialist
PHH Mortgage
09.2011 - 05.2012
Managed a pipeline/queue to ensure timely preparation of HUD-1 documents in accordance with regulations for the closing agent.
Followed all company policies and procedures to deliver quality work.
Developed strong client relationships through consistent communication and attentive service.
Oversaw daily operations of a busy office environment, ensuring tasks were completed efficiently and accurately.
Built and managed relationships with key clients and partners to drive growth.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Government Insurance Specialist Mortgage Auditor
BANK OF AMERICA
01.2009 - 04.2011
Audited FHA/A government loans prior to being insured through HUD.
Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
Processed eligibility and benefits verification and authorization requests.
Communicated effectively with members of operations, finance, and clinical departments.
Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
Acted as subject matter expert, answering internal and external questions and inquiries.
Senior Post Closing Specialist
BANK OF AMERICA
03.2005 - 01.2009
Corrected mortgage documents for county and vendor recordings.
Maintained a comprehensive understanding of industry guidelines, staying informed on updates and changes that could impact the post-closing process.
Contributed to the development of new policies and procedures aimed at improving overall post-closing operations within the company.
Managed a high volume of loan files, maintaining organization and accuracy throughout the post-closing process.
Worked closely with title companies to verify lien releases and ensure accuracy in final documentation.
Education
No Degree - Business Administration And Management
Florida State College of Jacksonville
Jacksonville, FL
08.2025
Skills
Well-versed in FHLMC, FNMA, FHA, VA, HUD, RESPA, TRID, and Regulation Z guidelines, skilled at working with Home Equity loans with diverse lenders
Meticulous in delivering error-free documentation and ensuring compliance with company policies and regulatory requirements
Known for strong leadership, teamwork, analytical problem solving and customer support skills
Received multiple top producer and customer service awards - consistently meets or exceeds customer expectations
Notary Public - State of Florida 2021-2025
Microsoft Office (Word, Excel, Outlook, Power Point, and Teams)
OES systems, MSP, Black Knight Systems, Encompass, JIRA