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mortgage loan closer funder resume example with 4+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

Service-oriented Claims Adjuster skilled at applying creative approaches to solving complex problems. Adept at developing profitable and quality-focused processes.

Skills
  • Performance Tracking and Evaluations
  • Scheduling and Coordinating
  • Communications Strategies
  • Property Claims
  • Liability Determinations
  • Property Adjusting
  • Handling Denied Claims
  • Insurance Policy Coverage Knowledge
  • Client Interviewing
  • Small Claims Payouts
  • Estimating Software
Certifications
  • CNP - Certified Notary Public
  • Texas All Lines Adjusters License (2358571) September 2022 to December 2024
Work History
09/2022 to Current WCCS Claims Adjuster Women's Healthcare Associates, Llc | Portland, OR,
  • Answered customer questions regarding deductibles.
  • Prepared summaries of damage, payments and policy coverage.
  • Examined claims forms and other records to determine insurance coverage.
  • Verified insurance claims and determined fair amount for settlement.
  • Evaluated insurance policies and analyzed damages to determine coverage.
  • Investigated and assessed damage to property and reviewed property damage estimates.
06/2022 to 09/2022 Closer/Funder HELOC Liberty Mutual | City, STATE,
  • Maintain checklists of required documentation and open issues affecting closings.
  • Collaborate with lenders, agents and legal professionals to resolve transactional and title issues.
  • Handled as many as 600 closing files each month by effectively organizing, multitasking and prioritizing closing work.
  • Verify closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Analyze customer data such as financial statements to determine level of risk involved for extending credit.
  • Assess credit risk and analyze financial statements.
06/2020 to 03/2022 Mortgage Loan Closer/Funder Smile Brands Inc | City, STATE,
  • Verifies liens and obtains payoff letters, updates lien releases/taxes and other information as needed
  • Assist client in resolution of closing related issues with minimal assistance from department lead and/or management
  • Ensures performance of all duties in accordance with company’s policies and procedures, all U.S
  • Maintained checklists of required documentation and open issues affecting closings.
  • Handled as many as 120 closing files each month by effectively organizing, multitasking and prioritizing closing work.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Validated and audited final signed documents in accordance with state, county and investor guidelines.
  • Produced and submitted completed loan packages to title and escrow professionals.
  • Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
03/2019 to 06/2020 Gold Trusted Advisor Company Name | City, State,
  • Responsible for Personal lines service activities requiring extensive client contact, including answering questions regarding renewals.
  • Answers over 60 customer phone inquiries in contact center environment.
  • Identify and analyze customer needs to ensure high customer satisfaction, growth and retention of business.
  • Provides timely and accurate guidance and solutions to policyholder/agent questions.
  • Educates agents and policyholders on new and existing products services and other available resources.
  • Coordinates all service requirements and client inquiries with primary responsibility for resolving client problems as they arise, including endorsements.
  • Understands and explains policy, coverage, billing and eligibility provisions related to unique circumstances.
  • Develops policy change quotes based upon acquired risk information.
  • Counsels prospects and policyholders on coverages, limits, and regulations.
  • Identifies coverage gaps communicates additional coverage needs to customer.
  • Identifies cross-selling and upselling opportunities including identifying new revenue opportunities from additional lines of coverage and asking current policyholders for opportunities to quote additional lines.
10/2017 to 02/2019 Patient Service Representative Company Name | City, State,
  • Manage high volumes of inbound and outbound calls in timely manner. Over 50- 70 calls per day.
  • Discuss issues and resolve them with potential and current customers.
  • Follow scripts and pre-arranged rebuttals for customer service purposes.
  • Schedule current and new Dental appointments.
  • Obtain and update insurance information.
  • Confirm Dental insurance is active through Dental Exchange.
  • Create new customer accounts with current and accurate information.
  • Transfer calls and send emails as needed to specific locations.
  • Work and respond in prompt, professional manner.
  • Explained plans for treatment and payment options.
Education
Expected in 05/2015 to to Associate of Arts | General Studies Community College of Aurora, Aurora, CO GPA:
Expected in 05/2010 to to High School Diploma | Thomas Jefferson High School, Denver, CO GPA:

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Resume Overview

School Attended

  • Community College of Aurora
  • Thomas Jefferson High School

Job Titles Held:

  • WCCS Claims Adjuster
  • Closer/Funder HELOC
  • Mortgage Loan Closer/Funder
  • Gold Trusted Advisor
  • Patient Service Representative

Degrees

  • Associate of Arts
  • High School Diploma

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