Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
My experience has made me a Qualified and resourceful financial professional with diverse expertise in private, government and corporate investments. I am looking to acquire a challenging position within a corporation, which will provide professional growth and knowledge as well as utilize my current skills.
  • HARP
  • Full Doc 
  • Conventional
  • FHA
  • VA
  • Flood cert
  • Title
  • Income Documents
  • LPM
  • Encompass 
  • Mavent
  • Industrial coverage knowledge
  • Detail-oriented
  • Equity and fixed income research
  • Analytical
  • Expert in MS Office Suite
  • Word, Excel
  • MS/ MSP
  • Alltell
  • AU/DU
Compliance Analyst, 12/2017 to Current
Checkout.ComPhoenix, AZ,
  • Temporary assignment as Compliance Analyst Team Lead.
  • To review all documents within a loan application to ensure all rules and regulations is followed for Compliance.
  • Utilizing Mavent to run compliance checks with my data to see if it will pass.
  • Review all timeline for documents to be sent out and tolerances so the file can be resold.
  • Complete all timecards for the team, and requests for time off.
  • Answer or research questions presented to me on problem files for resolution.
Life Insurance Processor, 08/2017 to 11/2018
Ctbc Investments Company, LtdIrvine, CA,
  •  While working on this temporary project I learned quite a bit dealing with different Insurance policies and the customers financial well being.
  • To assist customers with Family or personal Life insurance questions to determine what would benefit them the most.
  • Explanation of annuities, Paid up additional with breakdown of dividends.
  • Obtain payments to disburse among the customers different family or personal policies. 
  • Discuss customers disbursement options and tax implications that they might come across pushing them out of certain state or federal benefits.
Client Services Representative III, 01/2017 to 05/2017
Western Alliance BancorporationAtlanta, GA,
  • Mortgage servicing department assisting customers with Homeowners loans.
  • Escrow explanation and break down.
  • Helping the customers with insurance understanding, PMI/MI, payoffs, applying payments, payment history, pay down, payoff and online access issues they might encounter.
  • Counseling the client on possible alternatives to assist with accelerating the term of the current product they might currently have.
Loan Processor II, 04/2015 to 07/2016
Ctbc Investments Company, LtdSan Marino, CA,
  • Receive an application after the AUS review with conditions to satisfy.
  • Review to determine product: FHA, Conventional, Refinance, Harp, New Construction, Purchase, or VA.
  • Examine product code, pricing, rate lock, Ecoa dates. 
  • Order Title, Insurance Declaration pages, Flood Cert, any credit supplements or subordinations.
  • Determine when taxes, insurance is due,vesting is to read on title, and review closing procedures with the customer to ensure the loan application process is completely understood and what expectations the customer has for closing.
Mortgage Operations SAFE Act/Loan Processor II, 10/2012 to 11/2014
Jmac LendingSanta Ana, CA,
  • Recieve Application from Sales, Examine all information to ensure data accuracy. 
  • Contact the Client to introduce myself and go over the product and documents needed for approval. 
  • Review all documentation: Tax Returns, W2's, Business Licenses, Titles, Trusts, Flood Certification, and Homeowners Insurance.
  • Obtain all documents needed to clear the Underwriters stipulations to gain full approval, Scrub all the loans assigned to my team, looking for items that might be expiring to avoid any costs, order credit supplements, and subordinations.
  • Review final loan for closing.
Loan Processing Assistant, 04/2012 to 11/2012
Lyneer Temporary Staffing/PHH MortgageCity, STATE,
  • This 2nd temporary position I obtained was a Loan Processing Assistant.
  • Take multiple Calls and orders from Processors, and Originators to obtain Flood certificates, Correct Declaration pages reflecting correct mortgagee clause and percentages of coverage, Verification of Mortgages, Verifications of Employment, Tax returns, W2's, Credit supplements, and Subordinations.
Transportation Permit Specialist, 07/2010 to 02/2012
Kelly Services/Comdata/Land Star CorpCity, STATE,
  • Temporary position that went permanent.
  • Answer inbound calls from our drivers to order city, county, state permits through the state websites.
  • Check all vehicle information, dimensions, weights, axle spacing's, load information, road restrictions and qualifications for that state so this would be a legal request.
  • Each state being different, this would be a detailed position.
Collections Representative II, 05/2008 to 05/2009
GMAC FinancialCity, STATE,
  • Primary responsibility was for the collection of past due auto loans account by way of mail contact, phone, and other services available.
  • Build files on customers using different various methods to pull data from credit report, driver's license, court rulings, and skip tracing.
Loan Processor II, 06/2003 to 02/2004
RBMG/ Meritage/Net Bank MortgageCity, STATE,
  • Order all documents needed to clear AU/DU conditions to help process the loan which would include Tax Returns, Check stubs, VOE, Appraisals, Title, Property Taxes Flood certificate, Subordination's, Tax Transcripts and updated Insurance pages.
  • After receiving these documents and clearing Underwriter conditions I would calculate income and company fees for pre closing and contact the customer to discuss all closing options.
Mortgage Servicing Representative, 01/2017 to 04/2017
Alliance MortgageCity, STATE,
  • Here at Alliance I would receive calls from customers needing assistance with their mortgage.
  • This would include Escrow explanation, Payment deferment, Take monthly payments, Explain tax due dates, Also go over default options so I can transfer the Customer to the correct team.
  • Experience Microsoft Office, Excel, Word, Access, Office.
  • Fax, Copiers, 10 Key Adding Data Entry NEC Access.
Education and Training
: Business, Expected in
Florida State College - Jacksonville, Fla
General Education degree and 13 college credits. Business
Closing Documents,Counseling, Credit,Insurance,Loan Processing, New Construction,Pricing, Sales,Taxes, Tax Returns,Underwriting.

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Job Titles Held:

  • Compliance Analyst
  • Life Insurance Processor
  • Client Services Representative III
  • Loan Processor II
  • Mortgage Operations SAFE Act/Loan Processor II
  • Loan Processing Assistant
  • Transportation Permit Specialist
  • Collections Representative II
  • Loan Processor II
  • Mortgage Servicing Representative


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