Shannon Lichte
TAMPA,FL
Summary
Meticulous and systematic mortgage experience with a 23-year track record of meeting high expectations and adhering to tight quality control standards. Thrives in fast-paced, high-pressure environments with demanding targets. Team-oriented, reliable and performance-oriented.
Familiar with reviewing documents, ordering supplementary items. Prepares packages and closing instructions, audits files and transmits documents. Detail-oriented, well-organized and motivated to complete accurate and efficient post-closing work on originated loans.
Overview
26
26
years of professional experience
Work History
Post Closing Specialist
Open Mortgage, LLC.
04.2017 - Current
- Checked accuracy and completeness of all paperwork.
- Completed post-closing quality control evaluations of originated mortgage loans.
- Worked with warehouse banks to manage shipment of collateral documents.
- Worked with outside vendors and mortgage investors to clear pending conditions for purchase of the loan.
- Maintained pipeline of loans to insure loans are purchased in a timely fashion, to avoid any roll fees.
- Report trending errors to management.
Mortgage Closer Specialist
First Guaranty Mortgage Corporation
10.2016 - 04.2017
- Prepared loan packages and closing instructions for title company to prepare closing disclosure.
- Collected and compiled paperwork to finalize file such as loan application, title work, insurance and taxes.
- Affirmed loan document accuracy to protect company from potential fraud.
- Consulted with outside vendors to identify and resolve any closing issues.
- Tracked loan status and updated file to inform the title companies of any changes.
- Audit and finalize final signed closing documents for disbursement.
Client Operations Specialist
PennyMac Home Loans
12.2015 - 10.2016
- Followed all company policies and procedures to deliver quality work.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and provided information to them to meet their goal of selling their loans.
- Developed and managed relationships with key clients and outside vendors.
- Collected, arranged, and input information into database system.
- Assist pipeline manager with lenders needs and demands.
Client Liason Specialist
Bank Of America, NA
04.2006 - 08.2014
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Followed all company policies and procedures to deliver quality work.
- Collaborated with internal departments to align the loans to buy at a timely fashion.
- Collected, arranged, and input information into database system.
- .Evaluated customer needs and gave feedback for improvements Developed and updated tracking spreadsheets for process monitoring and reporting.
Mortgage Closer Specialist
H&R Block Mortgage Corporation
03.1998 - 04.2006
- Maintained checklists of required documentation and open issues affecting closings.
- Verified closing financial settlement disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
Education
Associate of Arts - Business Administration
Hillsborough Community College
Tampa, FLHigh School Diploma -
Robinson High School
Tampa, FL06.1983
Skills
- Documentation Management
- Spreadsheet Tracking
- Customer Relations
- Loan File Auditing
- File Management
- Closing Support
- Data Entry
- Problem-Solving
- Closing Documentation
Timeline
Post Closing Specialist
Open Mortgage, LLC.
04.2017 - Current
Mortgage Closer Specialist
First Guaranty Mortgage Corporation
10.2016 - 04.2017
Client Operations Specialist
PennyMac Home Loans
12.2015 - 10.2016
Client Liason Specialist
Bank Of America, NA
04.2006 - 08.2014
Mortgage Closer Specialist
H&R Block Mortgage Corporation
03.1998 - 04.2006
Associate of Arts - Business Administration
Hillsborough Community College
High School Diploma -
Robinson High School
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