mortgage operations cd specialist loan closer csr resume example with 10+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Accomplished Mortgage Closing Professional with depths of experience as a Closer, Funder, Loan Processor, Customer Service and Loan Specialist. My natural ability to connect with people at all levels allows for exceptional relationship building with team stakeholders, such as Account Executives, Loan Officers, and Customer Service Representatives. Identified as a standout in most positions held during career. Skills include: Accurately and consistently closed/funded 100-150 loans per month when necessary Highly adept with (TRID) TILA-RESPA Integrated Disclosure rules Consistently exceed Production and Quality Performance scorecard goals Proficient in LQB, Encompass, LoanBrain, DocMagic, DataTrac, and Orijin software Well-versed in FHLMC, FNMA, FHA, VA, HUD, GNMA, RESPA, and Reg Z guidelines Recognized and Promoted to Designated Closing Trainer at multiple positions held throughout career Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued. Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.

  • Decision Making
  • Funds Disbursement Application
  • Verbal and Written Communication
  • Closing Documentation
  • Employment Verification
  • Problem-Solving
  • Title Abstracts
  • Financial Data Collection
  • Tax Receipts
  • Customer Communication
  • Information Verification
  • Microsoft Office
  • Personal Data Collection
  • Credit Verification
  • Loan Information Recording
  • Time Management
  • Problem Solving
  • Loan Records Filing and Maintenance
  • Lending Software Systems
  • Legal Documentation
  • General Mortgage Associate
  • Regulatory Compliance Documentation
  • Mortgage Insurance Arrangement
  • Bank Secrecy Act BSA
  • Property Appraisals
  • Loan Terms
  • Accredited Mortgage Professional
  • Calculations Error Correction
  • Mortgage Closing Scheduling
  • Loan Funding
  • Principal, Interest and Payment Calculation
  • Mortgage Loan Processing
  • Data Entry
  • Closing Costs Calculation
  • Loan Disbursement
  • Upbeat and Positive Personality
  • Responding to Difficult Customers
  • Customer Data Confidentiality
  • Courteous with Strong Service Mindset
  • Issue and Complaint Resolution
  • Efficient and Detail-Oriented
  • Building Customer Trust and Loyalty
  • Multitasking and Prioritization
  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Cultural Awareness and Sensitivity
  • Strong Analytical and Problem Solving Skills
  • Document and Records Management
  • Remote Office Availability
  • Work Prioritization
  • Team-Oriented and Cooperative
  • Excellent Attention to Detail
  • Customer Account Management
  • Establishing and Maintaining Customer Relationships
  • Patient and Empathetic
  • Relationship Building
12/2019 to 10/2021 Mortgage Operations/CD Specialist/Loan Closer/CSR HOMEPOINT LENDING | City, STATE,
  • Order closing documents, employment and assets verifications, etc
  • Pre-underwrite all loans by verifying all documentation is correct and in file
  • Deal with problem loans, collect missing documents and correct errors
  • Review compliance, insurance coverage, title and approvals
  • Review and verify Closing Disclosure for accuracy
  • Deliver an outstanding customer experience
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
01/2016 to 11/2019 Remote CD Specialist/Closer/Funder/CSR PARKSIDE LENDING, LLC | City, STATE,
  • Serve in a Team Lead Capacity-other closers come to me for guidance
  • Offer exceptional customer assistance and service
  • Review every detail of all documentation in order to generate accurate closing disclosures
  • Assemble complete closing package and confirm fees with Broker and Title Company
  • Review signed loan package for accuracy and completeness
  • Calculate wire amount, validate with title figures, send accurate and timely funding wires
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
09/2010 to 12/2015 Closer II/Funder/Senior Customer Service Specialist PROSPECT MORTGAGE, LLC | City, STATE,
  • Served in a Team Lead Capacity- Other Closers came to me for guidance
  • Assist in working with partners, borrowers and outside vendors to resolve inquires and ensure all internal and external needs are satisfied
  • Obtain and review employment verifications
  • Personally evaluated and amended an inadequate closing form that was approved and implemented by Prospect Mortgage, LLC companywide
  • Received awards for “Top Closer Midwest Division 2012” (700 Units) and “Top Funder Midwest Division 2012” (1015 Units)
  • Utilized active listening skills and asked open-ended questions to ascertain customer call needs.
  • Implemented company processes to effectively resolve customer service issues.
Education and Training
Expected in 08/2010 to to Associate degree | Business Management & Supervision Joliet Junior College, Joliet, IL GPA:
Additional Information
  • TRAINING/CERTIFICATIONS , Licensed Illinois Notary Licensed Illinois Mortgage Loan Originator and Real Estate Agent 2000 - 2007

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Resume Overview

School Attended

  • Joliet Junior College

Job Titles Held:

  • Mortgage Operations/CD Specialist/Loan Closer/CSR
  • Remote CD Specialist/Closer/Funder/CSR
  • Closer II/Funder/Senior Customer Service Specialist


  • Associate degree

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