Shelley Lewis
Scottsdale,AZ
Summary
Over 23 years of experience working in the Mortgage industry. Multifaceted, Customer Service oriented highly motivated seeks a position with an organization that can benefit from extensive analytical skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Post Closer
Republic State Mortgage
08.2019 - 06.2023
- Reviewing loan documents for accuracy and compliance, also validating system data entries with matching the loan documents
- Gathering any missing documents/information
- Coordinating correction to notes and reconveyance recording of deeds
- Communication with management on the numbers, Processors for missing items from the borrowers, interacting with the closing team for corrections.
- Checked accuracy and completeness of all paperwork.
- Completed post-closing quality control evaluations of originated mortgage loans.
- Affirmed loan document accuracy to protect lenders from potential fraud.
Investor Liaison
Eagle Mortgage/ CalAtlantic
06.2015 - 08.2019
- Pipeline management, managing the Mortgagee Notes shipping check list, making sure all necessary documents are in the file prior to shipping
- Satisfying all Investor's Deficiencies, requesting principal reductions, requesting checks, and current pay history
- Coordinating Re-recording Deeds of trust, Reconveyance.
- Liaised between internal departments and external partners to promote efficient communication and collaboration.
Loan Purchasing Coordinator
Imortgage DBA Loan Depot
06.2013 - 05.2015
- Closing Disclosure Reconciling, making sure the Final settlement statement matches the final CD
- Pipeline management, shipping check list, making sure all necessary documents are in the file prior to shipping
- Satisfying all Investors Deficiencies, requesting principle reductions, requesting checks, and current pay history
- Coordinating Re-recording Deeds of trust, Reconveyance.
Collateral Processor/ Doc Drawer/ Closing Assist
Freedom Mortgage
12.2011 - 06.2013
- Run system reports on funded loans; match the report up with the physical notes
- Verify that the information is correct; enter the note in the system
- Endorse and prepared them for UPS shipping, assisting the Funders, stacked files, verify exclusionary check list with Freddie Mac and Fannie data base
- Enter pertinent information into the system from the GFE, GFE service provider list, borrowers ID, Title Commitment, Homeowners Insurances, Pay-offs, Tax information, Appraisal invoice, credit report Title and Escrow information
- Verifying, HUD fees and matching them up with file documentation
- Reconciling HUD-1 to ensure correct loan settlement.
Loan Set up coordinator/ closer in training
JP Morgan Chase Works
12.2009 - 12.2011
- Loan Set-up coordinator/ closer in training assembles and logs file documents submitted by loan originators
- Assisted loan originators and processors as needed
- Reviewed file documents to verify appropriate documents and disclosures are included
- Uploaded documents and information into appropriate software programs
- Responsible for scheduling loan closing and types closing documents
- Made calls to borrower, real estate broker, and Title Company to request specified documents like payment receipt of outstanding tax bill
- Handled the tasks of maintaining accuracy and consistency of specifications on documents like title abstract and insurance forms
- Collected documents for delivery to real estate broker, Title Company, and lending officer for closing.
Document Loan Coordinator
Country Wide Home loans
12.2008 - 11.2009
- Assembles and logs file documents submitted by loan originators
- Assists loan originators and processors as needed
- Reviews file documents to verify appropriate documents and disclosures are included
- Uploads documents and information into appropriate software programs.
Loan Set-Up
Wachovia Mortgage
11.2006 - 11.2008
- Senior loan Set-up Registrar of VA, FHA, and Conventional mortgage loan applications in accordance with government and investor guidelines
- Analyze and evaluate disclosed information in preparation for underwriting
- Process high priority and highly complex files
- Assist management with registration training
- Responsible for obtaining Flood Certificates, and Rapid Reporting (to assist in detecting fraudulent information) from various Internet sites
- Run Desk Top Underwriting reports.
Broker Service Representative
Green point Mortgage
03.2005 - 11.2006
- Responsible for File scrubbing and set-up
- Assist the broker in program code
- Changes, ratio's calculations
- Pipeline management
- Rate Locked loans
- Duties include preparing files for underwriting, making sure all conditions were met
- Communicating with the Brokers regarding status of loans.
Customer Service Supervisor
Mortgage Temps
12.2004 - 03.2005
- Responsible for overseeing all incoming files are properly set-up and entered the system
- Duties also include making sure the proper status is given on each file
- Analyze and evaluate disclosed information in preparation for underwriting guidelines
- Serving the needs of the brokers, as well as the underwriters
- Responsible for obtaining Credit reports, Flood Certificates, running DU, Loan prospector.
Loan Set-Up
Wachovia Mortgage
12.2003 - 11.2004
- Senior loan Set-up Registrar of VA, FHA, and Conventional mortgage loan applications in accordance with government and investor guidelines
- Analyze and evaluate disclosed information in preparation for underwriting
- Process high priority and highly complex files
- Assist management with registration training
- Responsible for obtaining Flood Certificates, History report, and Rapid Reporting (to assist in detecting fraudulent information) from various Internet sites
- Run Desk Top Underwriting reports
- Trained for analyzing credit Profiles, title, appraisals homeowner's insurance policies and Fico scores for various types of borrowers
- Perform verification of employment.
Office Manager
Amigos del Sol-Design Group
12.2000 - 11.2003
- Administrative support for Broker/Owner
- Assisted broker with ad designs and placement
- File set up for Architect, Liaison with clients with all pertinent legal information and documentation
- Supervised, and trained support staff in Account Payables, and Receivables, also responsible for general administrative support (i.e
- Faxing, coping, filing and phone support/relief).
Accounting Assistant
Marnell Corrao & Associates
12.1995 - 12.2000
- Receptionists/ Accounts Receivable
- Analyzed and audited all subcontractors' invoices
- Performed data entry for billing purposes
- Prepared Cost Estimate reports for project managers operate multi-line phone system
- Took care of stamp machine and distribution of mail and deliveries.
Education
Some College (No Degree) - Accounting Technology And Bookkeeping
Solano Community College
Fairfield, CASome College (No Degree) - Loan Processing Certificate
Arizona School of Real Estate & Business
Downtown ScottsdaleSkills
- Excellent Communication Skills
- Strong background in mortgage systems
- Self-Motivated and assertive
- Customer Relations
- Loan File Auditing
- Documentation Management
- Spreadsheet Tracking
Timeline
Post Closer
Republic State Mortgage
08.2019 - 06.2023
Investor Liaison
Eagle Mortgage/ CalAtlantic
06.2015 - 08.2019
Loan Purchasing Coordinator
Imortgage DBA Loan Depot
06.2013 - 05.2015
Collateral Processor/ Doc Drawer/ Closing Assist
Freedom Mortgage
12.2011 - 06.2013
Loan Set up coordinator/ closer in training
JP Morgan Chase Works
12.2009 - 12.2011
Document Loan Coordinator
Country Wide Home loans
12.2008 - 11.2009
Loan Set-Up
Wachovia Mortgage
11.2006 - 11.2008
Broker Service Representative
Green point Mortgage
03.2005 - 11.2006
Customer Service Supervisor
Mortgage Temps
12.2004 - 03.2005
Loan Set-Up
Wachovia Mortgage
12.2003 - 11.2004
Office Manager
Amigos del Sol-Design Group
12.2000 - 11.2003
Accounting Assistant
Marnell Corrao & Associates
12.1995 - 12.2000
Some College (No Degree) - Accounting Technology And Bookkeeping
Solano Community College
Some College (No Degree) - Loan Processing Certificate
Arizona School of Real Estate & Business
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