Tea Kham
Lakewood,CA
Summary
Detail-oriented operations professional with mortgage support and administrative processing experience. Handles data entry, document control, borrower communication, and record updates with accuracy, while using Encompass to disclose files, update information, run AUS, and track missing documents before submission.
Overview
6
6
years of professional experience
Work History
Processing Administrator
The Word & Brown Companies
Orange
04.2023 - Current
- Processed insurance applications and enrollment paperwork
- Maintained confidentiality of sensitive financial information at all times.
- Performed data entry into various systems, including databases and spreadsheets.
- Verified that all necessary documentation was received prior to entering data into the system.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Reviewed forms for accuracy and completeness before routing for approval.
- Entered customer data into company systems and updated account records.
- Processed changes in member account information.
Loan Officer Assistant (Transaction Coordinator)
Fairway Independent Mortgage Corporation
Seattle, WA
06.2020 - 06.2022
- Executed tasks using Encompass software to manage loan applications.
- Evaluated loan packages for completeness and accuracy prior to submission, reducing delays in approval.
- Facilitated document requests with agents, clients, and lenders to ensure timely collection of necessary paperwork.
- Communicated with borrowers by phone and email regarding loan status and document needs.
- Provided updates to clients throughout the entire transaction process via email or phone calls.
- Coordinated communication with borrowers, processors, escrow and title companies.
- Tracked application status and flagged missing documents for quick action.
- Reviewed contracts for purchase transactions to ensure compliance with lender requirements.
- Reviewed contracts for signatures, dates, and missing information.
- Ordered payoffs, HOA statements and other required documents
- Managed and initiated home appraisal orders to facilitate property evaluations.
- Gathered homeowners insurance information to support loan processing requirements.
- Verified accuracy of all calculations related to mortgage payments, interest rates, taxes, insurance premiums.
- Maintained customer files in an organized manner to ensure accurate tracking of loans.
- Assisted loan officer and processor in preparing files and managing workflow tasks to streamline processing.
Education
High school or equivalent - General
Woodrow Wilson
Long Beach, CA06-2000
Skills
- Data entry
- Document review
- Encompass system
- Loan file processing
- Customer communication
- Attention to detail
- Time management
- Document processing
- Software knowledge
- Detail orientation
- Active listening
- Borrower communication
- Document coordination
- File disclosure
- Property research
- Escrow coordination
- Loan origination
- AUS submission
- File review
- Document uploading
- Reviewing documentation
- Title document preparation
- order appraisal
Timeline
Processing Administrator
The Word & Brown Companies
04.2023 - Current
Loan Officer Assistant (Transaction Coordinator)
Fairway Independent Mortgage Corporation
06.2020 - 06.2022
High school or equivalent - General
Woodrow Wilson