Tami Whitford
Aliso Viejo,California
Summary
Financial Services Processing Representative
Sets Goals and Gets it Done through Relationships, Excellence and Dedication
Overview
15
15
years of professional experience
1
1
Certification
Work History
Client Relations Representative
National Tax Credits
Aliso Viejo, CA
09.2023 - Current
- Maintained accurate records of all customer interactions in the CRM system.
- Processed and audited IRS business transcripts, addressed problems with billing and accounting.
- Built and maintained productive relationships with customers an internal partners.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Sr. Loan Processor
New American Funding
Tustin, CA
07.2009 - 11.2022
- Communicated with customers via email and via telephone to answer questions, process transaction, resolve issues and obtain all applicable documents.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Filed completed packages quickly and efficiently from submission to funding.
- Calculated income, assets and liabilities to meet lender requirements.
- Reviewed and verified borrowers income, credit reports and property appraisals to prepare documents for underwriting.
- Contacted credit bureaus, employers and other sources to check applicants credit and personal references.
- Scanned and uploaded loan and related documents into system.
- Ordered property insurance or mortgage insurance policies to protect against loss on mortgage.
- Knowledge of both purchase and refinance transactions - Conventional, Government FHA and VA, LP open access, DU refi plus and second mortgages.
- Personally managed a pipeline of 35- 50 loans with average funding of 25-30+ loans per month.
Skills
- Self Motivated
- Excellent Interpersonal Skills
- Strong Communicator
- Thrives in fast paced environment
- Efficient
- Multi-tasker
Certification
- California Property and Casualty License
Timeline
Client Relations Representative
National Tax Credits
09.2023 - Current
Sr. Loan Processor
New American Funding
07.2009 - 11.2022