Summary
Overview
Work History
Education
Skills
Timeline
Generic

Toni Rundles

Lewisville,TX

Summary

Extensive experience in mortgage originations and loan processing, with a strong background in banking and customer service. Proficient in LP, FHA Connection, and VA Portal, with a proven track record of originating loans for FNMA, FHLMC, and GNMA. Skilled in utilizing systems such as Encompass, Black Knight, and Microsoft Office to ensure meticulous documentation and compliance with regulations. Expertise in FHA, FHLB, FNMA, and VA loans, delivering error-free results consistently.

Overview

15
15
years of professional experience

Work History

Financial Planner

Ogle
Arlington, TX
03.2023 - Current
  • Provide financial planning
  • Processes Title IV verifications.
  • Prepare financial policy and procedure documentation.
  • Assists students in applying and resolving issues relating to the application process for financial aid and scholarship awards.
  • Generate and process paper and electronic documents.
  • Accepts and reviews incoming student financial aid applications and related documents.
  • Coordinate with other Financial Aid Personnel to ensure that student applications and corrections are processed promptly and properly and prepares the files to process a student's application.
  • Meet with students remotely to discuss Financial aid

Loan Setup Processor

Mr. Cooper/Nationstar Mortgage
Irving, Texas
07.2019 - 12.2022
  • Finalizing borrowers loan documents, completely review loan files to verify all conditions are cleared and the file is ready to close.
  • Order, obtain, review, and approve any required appraisal documentation from a company approved appraiser, as required by company or investor guidelines for the product under which the loan was originated/approved.
  • Maintained compliance with privacy and security requirements, as well as federal statues covering Conventional, Refinances, FHA, and VA loans.
  • Handled any corrections sent from Loan Officers and Loan Processors.
  • Ordered FHA Mortgage Insurance Certificate corrections from HUD.
  • Proficent with FHA connection, ordering case numbers and correcting case errors.
  • Review title commitment to make sure all issues were remediated prior to drawing loan documents.
  • Maintain customer Confidence by keeping the borrowers information confidential.
  • Proficent with VA portal, Ordered COE's and IRRRL corrections for VA.
  • Complete all company mandatory training within the required timelines.

Reverse Resolution Associate

Mr. Cooper/Nationstar mortgage
Irving, Texas
04.2018 - 07.2019
  • Answered Inbound calls regarding reverse mortgage servicing questions and concerns.
  • Assist customers who qualify with hardest hit fund and other government funded programs.
  • Input data and verify information as it pertains to processing telephone draft payments.
  • Properly document each customer interaction in servicing system.
  • Communicate options with customer within the confines of investor and departmental guidelines.
  • Maintained strong quality assurance approach with every phone call.
  • Act as and/or support other team members as the department liaison for any questions or contractual obligations as it relates to, but not limited to, repayment plans, short sales, and deed in lieu.
  • Educating clients on the product and the process.

Funding Analyst

Capital One
Plano, Texas
05.2014 - 10.2017
  • Responsible for performing accurate verifications, credit investigations, analysis, and audit all documentation required to complete the retail funding process.
  • Process and complete loan files; examined motor vehicle contract documentation to ensure accuracy and compliance.
  • Perform credit investigations with external entities, including consumers, dealers, and others to validate employment and income.
  • Communicates with dealers regarding missing documents or information to promptly process contract packages.
  • Meet monthly goals by providing consistent team support.
  • Handle a case-load of loans to process funding and underwriting, and verification of documentation.
  • Create amazing customer experiences.

Mortgage Closer/Funder

USAA
Addison, Texas
02.2013 - 04.2014
  • Collaborate with loan processor and loan officer to ensure loan closing.
  • Keep the loan calendar up to date with active mortgage closings.
  • Prepare, collect documentation, review and close loan packages or loan files.
  • Enter data on loan closing documents in a timely manner.
  • Confirm loan compliance with all state and federal regulations and policies, as well as investor/mortgage lending product and program guidelines.
  • Assure all information is correct and signed accurately in the closing documentation, third party orders, closing packages, and loan files.
  • Review all closing conditions are satisfied and executed according to closing instructions.
  • Prepare and execute the transfer of lender funds for disbursement.
  • Resolve any post closing issues immediately.

Customer Service Representative

Viewpoint Bank
Plano, Texas
05.2010 - 01.2013
  • Communicating with customers to resolve issues or concerns regarding products or accounts, such as opening new accounts or transferring funds between accounts.
  • Processing transactions such as deposits, withdrawals, or loan payments on behalf of customers.
  • Processing wire transfers and other complex transactions.
  • Reviewing account statements and other financial documents to ensure accuracy of entries.
  • Performing cash handling duties, such as processing payments from customers using automated teller machines (ATMs) or hand-held devices.
  • Providing information about bank products and services to potential clients.
  • Processing account transactions such as deposits, withdrawals, or loan payments on behalf of customers.
  • Responding to inquiries about account balances and other general customer service inquiries.
  • Maintaining accurate records of account activity and transactions to ensure compliance with industry standards and regulations.

Education

Bachelor's degree - Psychology

Dallas Baptist University
Dallas, Texas
05-2026

Skills

  • Customer service
  • Communication skills
  • Typing
  • Problem solving
  • Computer skills
  • Funding
  • Banking
  • Organizational skills
  • Team work
  • Self-management skills
  • Discipline
  • Determination
  • Analytical thinking
  • Financial plan preparation
  • Financial aid counseling
  • Active listening
  • Attention to detail
  • Mortgage knowledge

Timeline

Financial Planner

Ogle
03.2023 - Current

Loan Setup Processor

Mr. Cooper/Nationstar Mortgage
07.2019 - 12.2022

Reverse Resolution Associate

Mr. Cooper/Nationstar mortgage
04.2018 - 07.2019

Funding Analyst

Capital One
05.2014 - 10.2017

Mortgage Closer/Funder

USAA
02.2013 - 04.2014

Customer Service Representative

Viewpoint Bank
05.2010 - 01.2013

Bachelor's degree - Psychology

Dallas Baptist University

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