Sheri Bastedo
SIMI VALLEY,CA
Summary
Proven track record in enhancing loan processing efficiency and sales growth, notably with First Banker Mortgage Corp. Expert in regulatory compliance and application preparation, coupled with strong attention to detail and effective time management. Excelled in fostering client relationships and mentoring teams, significantly improving workflow systems and customer service standards. Astute Loan Processor bringing 34 years of experience in banking and financial positions. Work well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between broker and customer.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Sr Loan Processor
First Banker Mortgage Corp
06.2012 - Current
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Handled any conditions sent from underwriting departments.
- Mentored new hires within the loan processing team, fostering a culture of knowledge sharing and continuous improvement.
- Organized detailed records of completed loans for easy retrieval during audits or reviews.
- Streamlined loan processing by implementing efficient workflow systems and task prioritization.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Wholesale Sales Representative
Citibank
10.2006 - 10.2008
- Streamlined the ordering process through close communication with clients and internal teams, ensuring accuracy and timely delivery of products.
- Analyzed market trends and competitor activity to identify potential opportunities for growth within the territory.
- Handled administrative aspects of sales by completing customer contracts and warranties, maintaining store inventory and accepting and processing customer payments.
- Effectively communicated the unique selling points and benefits of our product line to potential customers, resulting in increased interest and sales growth.
Wholesale Sales Representative
Franklin Bank
11.2005 - 02.2006
- Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
- Increased wholesale sales by developing strong relationships with clients and providing exceptional customer service.
Sr Loan Processor
First Banker Mortgage Corp
11.1990 - 11.2005
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Handled any conditions sent from underwriting departments.
- Mentored new hires within the loan processing team, fostering a culture of knowledge sharing and continuous improvement.
- Maintained compliance with federal regulations by meticulously reviewing all loan documents, ensuring accuracy, and completeness.
- Organized detailed records of completed loans for easy retrieval during audits or reviews.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Education
High School Diploma -
Royal High School
Simi Valley, CASkills
- Strong attention to detail
- Effective Time Management
- Application preparation
- Regulatory Compliance Knowledge
Certification
- Licensed Deparment of Real Estate #01097533
- NMLS #251987
Timeline
Sr Loan Processor
First Banker Mortgage Corp
06.2012 - Current
Wholesale Sales Representative
Citibank
10.2006 - 10.2008
Wholesale Sales Representative
Franklin Bank
11.2005 - 02.2006
Sr Loan Processor
First Banker Mortgage Corp
11.1990 - 11.2005
High School Diploma -
Royal High School
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