Sophie Horkheimer
Pittsburg,California
Summary
Meticulous accounting professional bringing 15 years of experience in strategic planning, customer relationship management and account reconciliation. Strong Quickbooks and Mortgage Office proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Bookkeeping/Loan Processor/Construction Loan
LHJS Investments LLC
03.2008 - Current
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Utilized loan origination software to process and track loan applications.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Compiled closing packages for drafting and presentation accuracy.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
SR. Loan Processor
Wells Fargo Bank, N.A.
01.2006 - 02.2008
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- 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.
- Evaluated approvals against established bank and government lending standards.
- Provided quick turnaround times to maintain fast-past schedule.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
Education
No Degree - Accounting
Skyline College
San Bruno, CA06.1988
Skills
- Attention to Detail
- Regulatory Compliance
- Financial Data Analysis
- Teamwork and Collaboration
- Application Review
- Loan Servicing
- Loan Closing
- Financial Document Review
- Calyx Point
- NMLS Registration
- Invoice Preparation
- Credit File Updating
- Credit History Review
- Data Inputting
- Client Billing
- Financial Reporting
- Payment Collection
- Expense Tracking
- Account Reconciliation
- Administrative Support
- Quickbooks
- Bank Reconciliation
- Financial Statement Preparation
- Invoice Processing
Certification
- Notary Public
Timeline
Bookkeeping/Loan Processor/Construction Loan
LHJS Investments LLC
03.2008 - Current
SR. Loan Processor
Wells Fargo Bank, N.A.
01.2006 - 02.2008
No Degree - Accounting
Skyline College
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