Methodical and detail-oriented Post Closer. Consistently surpass demanding targets and meet quality assurance requirements. Skilled at working in chaotic, high-volume settings with tough objectives. Team-minded, dependable and industrious.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Residential Closing Administrator
First Republic Bank
San Francisco, CA
05.2021 - Current
Reviewed post-closing documents to ensure accuracy and completeness.
Prepared closing files for final review and approval by management.
Generated reports related to closed loans and other mortgage transactions.
Assisted with resolving discrepancies between lender's documents and title policies.
Monitored daily workflow queues for post-closing tasks requiring completion.
Answered questions and advised customers regarding loans and transactions.
Prepared and delivered loan documents to title and escrow teams.
Licensed Mortgage Loan Originator
Prosper Marketplace Inc
San Francisco, CA
08.2019 - 05.2021
Analyzed loan applications and credit information to determine eligibility of borrowers for mortgage loans.
Educated customers regarding actions and strategies for debt repayment.
Updated client account information and records in company databases.
Prepared detailed loan application packages for review by underwriters.
Negotiated terms of loans with customers based on their individual needs.
Processed loan applications in accordance with established policies and procedures.
Assisted customers in selecting the most suitable type of mortgage product according to their specific needs.
Ensured compliance with federal regulations such as Truth-in-Lending Act, Real Estate Settlement Procedures Act, Equal Credit Opportunity Act and Home Mortgage Disclosure Act.
Gathered client debt, credit and income information to determine loan eligibility.
Located and suggested loan packages that met client needs and priorities.
Stayed abreast of lending regulations, industry trends and market rates.
Reviewed client documentation and contracts for discrepancies and mistakes.
Property Manager
Vista Del Monte
San Francisco, CA
09.2018 - 02.2019
Conducted periodic inspections of properties to ensure compliance with safety regulations and tenant requirements.
Developed and implemented effective leasing strategies to maximize occupancy rates.
Assessed rental applications, conducted background checks, and approved or denied prospective tenants based on established criteria.
Negotiated leases, rental agreements, and other contractual documents related to property management activities.
Managed all maintenance requests from tenants in a timely manner.
Coordinated with vendors for the procurement of services such as repairs, renovations, landscaping.
Ensured that all rent payments were collected on time by following up with delinquent tenants.
Resolved tenant complaints quickly and effectively while ensuring customer satisfaction.
Prepared monthly reports detailing financial performance data such as revenue growth, expenses incurred.
Property Manager
CCH
Oakland, CA
10.2015 - 10.2018
Monitored market trends to ensure competitive pricing structures for units under management.
Advised owners on potential improvements or investments that could increase the value of their properties.
Organized regular meetings between owners and tenants to discuss any issues or concerns they may have.
Prepared monthly reports detailing financial performance data such as revenue growth, expenses incurred.
Assessed rental applications, conducted background checks, and approved or denied prospective tenants based on established criteria.
Negotiated leases, rental agreements, and other contractual documents related to property management activities.
Coordinated with vendors for the procurement of services such as repairs, renovations, landscaping.
Ensured that all rent payments were collected on time by following up with delinquent tenants.
Maintained accurate records of financial transactions including rent collections, security deposits, and other income sources.
Processed evictions when necessary in accordance with state laws and procedures.
Resolved tenant complaints quickly and effectively while ensuring customer satisfaction.
Evaluated current staff members' performance levels in order to determine training needs or staffing changes if required.
Participated in industry conferences and events in order to stay abreast of new technologies related to property management practices.
Inspected properties regularly to identify deficiencies and schedule repairs.
Met with prospective tenants to show property and assess applications or sign leases.
Coordinated with maintenance and contractors to promote timely turnovers after move-outs.
Developed and maintained strong working relationships with owners and tenants to minimize hassle for both parties.
Assistant Property Manager
CCH
Oakland, CA
02.2013 - 10.2015
Created tenant files, maintained records of rental payments, and tracked lease agreements.
Monitored building maintenance and repairs, coordinated with contractors to ensure completion of tasks.
Prepared monthly financial reports for review by the property manager.
Conducted regular inspections of properties to identify any needed repairs or improvements.
Provided administrative support for the property manager including filing, typing correspondence, answering phone calls and scheduling meetings.
Handled complaints from tenants regarding maintenance issues and resolved them promptly.
Maintained accurate records of all transactions involving tenants' accounts including rent payments and late fees.
Advertised vacancies through various media outlets such as newspapers, websites, social media platforms.
Processed applications received from prospective tenants verifying credit history, employment status.
Organized periodic tenant appreciation activities such as barbeques or holiday parties.
Developed strong, professional relationships with residents by delivering exemplary service and engagement.
Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
Explained policies and procedures to tenants and enforced rules.
Handled resident complaints and expedited maintenance requests.
Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
Senior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic BankSenior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic Bank