Open To Work
William Wheeler
Freedom Mortgage Corporation
Eagan,MN
Work Preference
Job Search Status:
Open to work
Work Type
Full Time
Location Preference
On-SiteRemoteHybrid
Location:
Eagan, MN
Open to relocation:
No
Minimum Desired Compensation
$55000/yr
Important To Me
Work-life balanceCompany CultureHealthcare benefitsPaid time off
21
years of professional experience
Customer Advocate supporting mortgage borrowers through document review, sending 25+ borrower updates per week on loan status, and clear issue resolution across underwriting and closing. Manages 25+ files per week across income, asset, title commitment, and insurance documentation with a focus on data integrity and loan quality. Partners with vendors and internal teams to keep conventional refinance files moving toward closing and volume goals, using Microsoft Excel.
Work History
Customer Advocate
10 Months- Reviewed borrower documents for completeness and routed missing items to keep files moving forward.
- Maintained accurate notes and account records to support consistent follow-up on active loan files.
- Communicated loan requirements and next steps to borrowers in a clear, professional manner.
- Tracked missing conditions and coordinated follow-up to keep loan files organized and current.
- Escalated unresolved borrower concerns to the appropriate team for timely review and response.
- Coordinated with internal teams to gather updated information needed for borrower file completion.
- Monitored loan progress against deadlines and flagged items that needed prompt attention.
- Answered borrower questions about document requests, account updates, and general loan process steps.
- Verified supporting documents against file requirements to help reduce preventable follow-up.
- Prepared routine correspondence and file updates to keep borrowers informed during processing.
Mortgage Customer Specialist
10 Years 10 Months- Communicated loan status updates clearly to borrowers and internal teams throughout the application process.
- Tracked conditional approvals and followed up on outstanding items to keep loans moving toward closing.
- Monitored pipeline activity and prioritized follow-up tasks to maintain steady loan progression.
- Used Microsoft Outlook to manage borrower communications and track follow-up items across active files.
- Prioritized time-sensitive loan tasks to keep work organized during periods of heavy file volume.
- Answered customer questions with clear explanations of next steps and required documentation.
- Checked loan records against policy requirements to identify gaps before final processing.
Loan Documentation Specialist
9 Years 2 Months- Reviewed mortgage documents for completeness, accuracy, and required signatures before submission.
- Tracked outstanding conditions and coordinated follow-up requests with borrowers and internal teams.
- Communicated borrower status updates clearly to support timely responses and keep applications progressing.
- Maintained accurate loan records and updated file notes to support clean handoffs across the pipeline.
- Verified borrower documents against internal requirements to maintain consistent file quality.
- Resolved routine administrative questions by coordinating with processors, underwriters, and support staff.
- Obtained conventional underwriting authority.
- Assisted management with the training of new hires with system processing and process flow.
Education
- Administrative Assistant
High School Diploma
Skills
Financial underwriting
Mortgage loans
Loan document review
Conditional loan processing
Data integrity
Microsoft Excel
Microsoft Outlook
Loan quality control
Customer service
Communication skills
Borrower status updates
TRID compliance
RESPA compliance
AUS findings review
Title curative processing
Pipeline management
Timeline
Customer Advocate
Freedom Mortgage Corporation
12.2025 - 10.2026Read More
Mortgage Customer Specialist
U.S. Bank Home Mortgage
07.2014 - 05.2025Read More
Loan Documentation Specialist
Wells Fargo Home Mortgage
05.2005 - 07.2014Read More
WITC - Rice Lake
from Administrative Assistant
Read More
Northwoods High School
High School Diploma
Read More