Summary
Overview
Work History
Education
Skills
Timeline
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Stephanie Xu Fung

Moraga,United States

Summary

Bilingual individual willing to go the extra mile to ensure quality service to each and every customer. A dependable Loan Specialist committed to explaining complex information in easy to understand terminology. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

23
23
years of professional experience

Work History

Mortgage Loan Officer

General Mortgage Capital Corporation
Cupertino, CA
10.2020 - Current
  • Conducted interviews with prospective clients to gather information regarding loan applications.
  • Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
  • Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
  • Ensured compliance with all federal, state and local regulations related to mortgage lending.
  • Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
  • Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.

Pharmacy Technician

Chinese Hospital
San Francisco, CA
02.2002 - Current
  • Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.
  • Assisted in training new employees on pharmacy procedures.

Education

Mortgage Originator License -

Allied American University
Laguna Hills, CA
05-2019

Associate of Science - Pharmacy Technician

City College of San Francisco
San Francisco, CA
06-2001

Skills

  • Licensed Mortgage Loan Originator
  • Document Review
  • Pre-approval process
  • Loan Origination
  • Application tracking
  • Underwriting support
  • Residential mortgage lending regulations

Timeline

Mortgage Loan Officer

General Mortgage Capital Corporation
10.2020 - Current

Pharmacy Technician

Chinese Hospital
02.2002 - Current

Mortgage Originator License -

Allied American University

Associate of Science - Pharmacy Technician

City College of San Francisco

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Stephanie Xu Fung