Shobian Martinez
Loan Processor
Bayside,NY
Summary
A dedicated and detail-oriented Certified Loan Processor with a strong track record of managing high volumes of loan documentation in fast-paced environments. Accomplished in meeting demanding productivity, funding and customer satisfaction targets by effectively verifying tax, credit, employment, loan, personal and residential histories. Possesses excellent communication skills and a knack for problem-solving. Comfortable working both independently and collaboratively to accomplish tasks and optimize processes. Seeking a position to leverage expertise in loan processing and support Loan Officers in achieving operational excellence.
Overview
16
16
years of professional experience
Work History
Certified Loan Processor
CMG Financial
08.2020 - 09.2023
- Efficiently manage loan pipeline of 65 loans, verifying and organizing documentation related to tax, credit, employment, personal and residential histories.
- Prepare comprehensive loan packages and collaborate closely with underwriting department to determine loan eligibility, conducting income analysis, credit checks and repayment ability reviews.
- Maintain meticulous records and documentation, ensuring that all necessary information is complete, accurate and submitted in timely manner.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Processing Manager
Channel Mortgage, LLC
05.2012 - 08.2020
- Created production schedules to effectively fulfill production plans and meet process goals.
- Mentored departmental team, boosting efficiency, success and morale among employees.
- Exemplified meticulous attention to detail through thorough examination and validation of client documentation, including customer income documents, legal paperwork and credit reports, with steadfast commitment to upholding eligibility criteria and precision.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Sales Associate
Wells Fargo Home Mortgage
09.2007 - 05.2012
- Engaged with clients in-person and over the phone to understand their home financing needs and provide tailored solutions.
- Identified and seized opportunities to cross-sell additional financial products and services, such as insurance and investment products while referring clients to specialized experts as needed.
- Effectively managed and updated client information and application status in systems, ensuring timely follow-ups.
Education
Forensic Psychology
John Jay College of Criminal Justice of The City University of New York
New York, NYSkills
- Calyx Point/Encompass
- Application Preparation
- Information Verification
- Desktop Underwriter
- Loan Restructuring
- Fannie/Freddie
- FHA/VA Loan Processes
- Sonyma
- Non-QM
- Loan Product Knowledge
- Contract Finalization
- Government Standards
- Gathering Appraisals
- Financial Document Review
- Loan Origination and Underwriting
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Certified Loan Processor
CMG Financial
08.2020 - 09.2023
Processing Manager
Channel Mortgage, LLC
05.2012 - 08.2020
Sales Associate
Wells Fargo Home Mortgage
09.2007 - 05.2012
Forensic Psychology
John Jay College of Criminal Justice of The City University of New York
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