loan setup specialist resume example with 4+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Dedicated Mortgage professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Loan Setup Specialist with over 20 years of successful experience in Loan Processing and Underwriting. Recognized consistently for performance excellence and contributions to success in Mortgage industry.

  • MS Office
  • Data Entry
  • Cultural Awareness
  • Decision Making
  • Excellent Communication
  • Active Listening
  • Self-Motivated
  • Time Management
  • Verbal and Written Communication
  • Customer Communication
  • Lending Software Systems
  • Desktop Underwriter
  • Closing Documentation
  • Problem Solving
  • Digital Applications
  • Credit Bureau Contact
  • Credit Verification
  • Customer Service
  • Microsoft Office
  • Regulatory Compliance Documentation
  • General Mortgage Associate
  • Calculations Review
  • Appoint Scheduling
  • Accredited Mortgage Professional
  • Principal, Interest and Payment Calculation
  • Closing Costs Calculation
  • Government Lending
  • Customer Account Review
  • Loan Terms
  • Calculations Error Correction
  • Mortgage Loan Processing
  • Mortgage Insurance Arrangement
  • Business Correspondence Preparation
  • Legal Documentation
  • Information Verification
  • Tax Receipts
  • Personal Data Collection
  • Credit Reporting Software
  • Employment Verification
  • Insurance Forms
Work History
12/2019 to Current
Loan Setup Specialist Freedom Mortgage City, STATE,
  • Prepared loans for submission to underwriting by inputting and verifying Closing/Settlement fees.
  • Erified Homeowners Insurance Coverage and Premium amounts and due dates.
  • Erified Tax Office due dates and payment amounts
  • Isclosed Initial Closing Disclosures
  • Enerated Payoffs
  • Orked Up Loans to obtain the correct loan amount prior to subordination agreement orders and final title approval
  • Eviewed Title Commitment and Clear To Close Documents
  • Btained approvals by helping underwriters resolve problems with mortgage applications.
  • Racked daily loan progress, proactively addressing potential issues impacting close date.
  • Aintained high-quality service and supported accuracy, reviewing loan submissions to validate compliance with loan policies, laws, and regulations
  • Pproved loans within specified limits and referred loan applications outside those limits to management for approval.
02/2018 to 11/2019
Wire Desk Associate Title Resource Group City, STATE,
  • Managed numerous, time sensitive wire transfer requests that require 100% attention and accuracy
  • Eceived, Reviewed and Verified large quantities of data; strong attention to detail.
  • Eceived and approved wire requests and packages from the regional field office
  • Onfirmed that packages were generated and scanned in i-Closings/Core
  • Rovides additional audit support as needed
  • Ssist/Order Management
08/2017 to 01/2018
Resource CGroup PHH City, STATE,
  • Order entry for, HELOC Title Order and Third party title orders
  • Ffectively communicated information with Lenders, Borrowers, Notaries and Internal Team Players via telephone and email
  • Ata Entry for Notary Assignment in iClosings log, TRG Information Help Desk System, Settlement
  • Dvantage and TRG Window
  • Nswered inbound phone calls from Lenders, Borrowers, Notaries and Team Players in access of 20-25 per work day
  • Cheduled Notaries for closing thru SnapDocs
  • Cheduled Closings thru Signing Trac
07/2016 to 03/2017
Closing Document Specialist Title Resource Group, Careers USA City, STATE,
  • Completed over 250 Title Fees on Final Closing Disclosure Documents per month along with preparing
  • Isclosures and sending the necessary revisions to the Lender for final processing
  • Repared 5-8 Closing packages per day to send to borrowers for Closing settlement
  • Ontacted borrowers to confirm Closing packages were received via UPS
  • Ompleted Survey calls to borrower regarding their closing process
  • Ompleted 5-8 Title commitments and corrected vesting when applicable per day
  • Erified accuracy of Quit Claim Deeds, Subordinations along with mortgages/security deed in excess of 5-8 per day
  • Ompleted 12-15 Closing Disclosures prepared by Loan offices for accuracy of fees and adherence to program guidelines on the daily basis
  • Ent 12-15 initial disclosure packages to borrowers after reviewing and approving each Closing Disclosure daily
  • Completed the review of 3-5 loan files which had a change in fees or a “changed circumstances" to determine if a re-disclosed Closing Disclosure is required on the daily basis
  • N loans requiring re-disclosure: Sent the re-disclosures (that were prepared by the LO/LP) to borrowers within the required time frame
  • Review “RESPA Comments" in Destiny (loan origination system)
  • N loans not required re-disclosures: Review “changed circumstance" reasons in Cash to indicate no re-disclosure is required
  • Communicate errors found in a timely manner so corrections can be made within required disclosure periods and closings not delayed
  • Ncorporated additional audit functions as regulations and company policy changes.
  • Rganized files and records and handled other support tasks, freeing up managers to take on more pressing
Expected in 11/2021
Bachelor of Arts: Psychology
Southern New Hampshire University - Manchester, NH,

  • Summa Cum Laude'
  • Dean's List 2017-2021
  • Member of Alpha Sigma Lambda Honor Society fo Adult Learners in Continuing Education

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Resume Overview

School Attended

  • Southern New Hampshire University

Job Titles Held:

  • Loan Setup Specialist
  • Wire Desk Associate
  • Resource CGroup
  • Closing Document Specialist


  • Bachelor of Arts

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