SHARI REICH
Quakertown,PA
Summary
With over 25 years of experience in real estate and mortgage, my expertise lies in simplifying complex processes and creating effective solutions. Built a closing department from the ground up, developed critical documents, and streamlined processes to ensure a quick turnaround from closing to the loans purchased by investors. Established strong, trusted relationships with investors, auditors, and borrowers. A personable realtor with a proven track record of guiding clients through successful transactions. Passionate about optimizing operations and maintaining attention to detail. Quality and client satisfaction remain top priorities. Skilled in market analysis, negotiation, and contract management. Thrives in collaborative team environments and adapts to changing needs. Known for reliability, integrity, and effective communication, always committed to delivering exceptional results.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Licensed Realtor
Weichert Realtors
01.2022 - Current
- Successfully closed multiple property transactions, ensuring client satisfaction.
- Demonstrated expertise in market analysis, client negotiations, and property marketing.
- Built strong relationships with buyers, sellers, and industry professionals to facilitate smooth transactions.
- Guided clients through the home buying and selling process with clear communication and expert advice.
- Developed effective marketing strategies to maximize property exposure and attract qualified buyers.
Closing Department Manager / Investor Relations Coordinator
East Coast Mortgage and Financial Services
01.2003 - Current
- Established and structured the closing department, designing workflows and documentation systems to enhance efficiency.
- Developed training materials, servicing transfer notices, borrower letters, and key tracking spreadsheets.
- Reviewed post-Underwriting files for closing readiness.
- Prepared Preliminary Closing Disclosures and closing documents, ensuring compliance with regulatory and investor standards.
- Managed documentation flow, warehouse funding, and investor purchase processes.
- Cleared loan conditions, uploaded purchase advice, and ensured timely loan clearance from the warehouse line.
- Served as the primary borrower contact post-closing, providing servicing transfer notices and support.
- Oversaw audits, liaised with auditing firms, and maintained compliance with state and federal guidelines.
- Managed the receipt, filing, and distribution of recorded mortgages, deeds, and title policies.
- Maintained high-quality control standards and implemented process improvements to enhance efficiency and accuracy.
Wholesale Closing/ Team Lead
M&T Mortgage Corporation
01.2000 - 01.2003
- Prepared loan closing documents for mortgage settlements
- Reviewed and cleared compliance and underwriting conditions
- Scheduled loans and coordinated with brokers on each file
- Trained and mentored new employees, improving team performance
Loan Sale Coordinator/ Investor Relations
Conti Mortgage Corp
01.1999 - 01.2000
- Audited closed files to match loans to investor guidelines
- Cleared underwriting and compliance conditions for investor approval
- Managed loan pools and ensured quality control
Mortgage Funder/ Closer
Advanta Mortgage
01.1998 - 01.1999
- Prepared loan closing documents for settlements
- Reviewed and cleared compliance and underwriting conditions
- Coordinated with title companies to ensure seamless closings
Education
High School Diploma -
Neshaminy High School
LanghorneSkills
- Closing Department Operations
- Investor and Warehouse Relations
- Document Preparation and Quality Control
- Audit Compliance and Management
- Borrower Communication and Servicing
- Process Optimization and Workflow Design
- Training and Documentation Development
- Regulatory Compliance
Certification
- The Fundamentals of Mortgage Banking, 02/01/02
- VA, FHA, Renovation Mortgage, TRID Loan courses
- Notary Public
- Licensed Realtor
Timeline
Licensed Realtor
Weichert Realtors
01.2022 - Current
Closing Department Manager / Investor Relations Coordinator
East Coast Mortgage and Financial Services
01.2003 - Current
Wholesale Closing/ Team Lead
M&T Mortgage Corporation
01.2000 - 01.2003
Loan Sale Coordinator/ Investor Relations
Conti Mortgage Corp
01.1999 - 01.2000
Mortgage Funder/ Closer
Advanta Mortgage
01.1998 - 01.1999
High School Diploma -
Neshaminy High School
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