Timothy Corral
Covina
Summary
Professional in financial services sector with strong foundation in loan processing, customer relations, and administrative support. Proven ability to collaborate effectively with cross-functional teams and adapt to evolving needs to achieve optimal results. Skilled in managing documentation, conducting credit analysis, and ensuring compliance with regulatory standards. Known for reliability, strong organizational abilities, and keen eye for detail.
Overview
6
6
years of professional experience
Work History
Financial Advisor
First Security Financial Services
02.2024 - Current
- Cultivated strong relationships with clients through regular communication and follow-ups.
- Guided clients through complex financial decisions, enhancing their understanding of options available.
- Developed tailored financial plans to meet client goals and objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Streamlined client onboarding process, ensuring smooth transition to our financial management services.
Opening Specialist/Mortgage Loan Officer Assistant
Straightline Lending
05.2021 - Current
- Labels and uploads documents as received from LO or client
- Review credit for mortgage rates, foreclosures, deed-in-lieu, major derogatories, and all other items relevant on the credit report as it pertains to loan approval
- Assist LO in determining which files needed to be submitted for TBD underwrite
- Notify LO of critical paperwork needed for a complete file
- Draft pre-approval letter at max approved amount, delivered to LO within 24 hours
- Open Title and Escrow, order appraisals, and order verifications of employment
- Administer Shape CRM, Box and MS Teams
Mortgage Loan Officer
Loan Depot
02.2020 - 04.2021
- Assist with the collection of documentation and processing of customer applications for residential real estate loans
- Set up loan files, collect and review documents related to applicant’s financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation
- Correspond with or interview customers and/or creditors to resolve questions regarding application information
- Request property appraisals, applicant credit reports, background checks, reference checks and other information pertinent to customer’s loan application
Education
Bachelor of Computer Science -
California State University, Long Beach
Long Beach, CA05-2018
Skills
- Customer service savant
- CRM, LOS proficient
- Relationship building and management
- Analytical thinking
- Knowledgeable in both QM and Non-QM loans
Timeline
Financial Advisor
First Security Financial Services
02.2024 - Current
Opening Specialist/Mortgage Loan Officer Assistant
Straightline Lending
05.2021 - Current
Mortgage Loan Officer
Loan Depot
02.2020 - 04.2021
Bachelor of Computer Science -
California State University, Long Beach
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