Committed and motivated individual with exceptional customer service and decision making skills. Strong work ethic, professional demeanor and great initiative.
Microsoft Word, Excel, Outlook, Strong verbal communication skills
Quicken, and PowerPoint Knowledge in programs: Doc Magic, QB, Mercury,
Ability to type 35 WPM
Administrative support experience
Strong work ethic
Exceptional customer service
Bilingual : English & Spanish
Operations /Processing Assistant, 06/2019 to Current Lennox Financial Mortgage Corporation – Santa Ana, CA
Gather, organize and track loan documentation
Note and document conversations in LOS (Encompass) conversation log
Work with lenders, underwriters, and others to complete processing
Verify customer income documentation and resolve routine title issues including vesting issues and various liens
Responsible for processing multiple files within pipeline, all at different stages of the approval and closing process
Responsible for obtaining reports directly from V.A. & F.H.A website
Loan Officer Assistant, 03/2017 to 06/2019 New American Funding – Tustin, CA
Maintain customer contact to ensure follow-up of loan application day in and day out
Manage client and referral partner databases
Answer borrower/realtor inquiries relating to locked status, and loan application status to ensure quality customer service
Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing
Purchase and Refinance files experienced with heavy Volume day in and day out
Send and collect 1003, disclosures and supporting documentation from borrower for completion and signatures
Shipped out & received income & supporting documents via USPS / Fed ex packages that i would send to clients with a needs list of items that we needed in order to move forward with the Purchase or Refinance transaction
Prepare and submit loan application to processing, resolve file issues, conversations with borrowers, vendors and referral sources
Communicated effectively with all teams in correspondence to ensure the files i worked on fund in time before the current lock status expires
Sent out daily reports to different Purchase & Refinance Teams in regards to current lock status files that haven't been moved forward
Managed "current pipeline" (locked files) with daily notes that were inputted in the conversation log as files were worked on
Initial 1003 and review all documentation and issue Pre-Approval letters for clients to go out shopping for a home
Mortgage Bankers Sales Assistant, 10/2015 to 02/2017 GUARANTEED RATE – Irvine, CA
Completed quality checks of loan packets, document deficiencies, and resolves exceptions with Loan Officers.
Prepares and types correspondence for the sales staff.
Receives telephone calls and reply to messages in a timely manner to provide customer assistance in resolving
safekeeping or operational problems.
Assist Mortgage Officers with the preparation of sales presentations, marketing, and sales activities to increase
productivity and loan volume.
Collected documentation, scanned & reviewed to ensure that income was sufficient to continue loan process.
Maintains filing system for sales staff & records of sales production.
Daily use software Encompass 360 for data input & maintaining file information.
Review new account applications for completeness & departmental documents for appropriate distribution and
Responsible for using "Lender X" to order appraisals & to communicate with appraisers on reports and values.
In charge of sending disclosure packets to all clients either VIA email or VIA UPS, to ensure that clients had all
documents signed and filled our appropriately, to move forward with the refinance or loan process.
Disclosure Team Member, 07/2015 to 10/2015 DISCOVER HOME LOANS – Irvine, CA
Utilize practical understanding of the loan process and loan specific guidelines as well as specific information
received from Loan Officers to review and prepare initial consumer disclosures as required.
Prepare and review daily reports to confirm all disclosures have been processed in a timely manner.
Communicate with production and operations teams, including Loan Officers, Processors and other departments as
necessary to confirm that disclosures are appropriate and give feedback when modifications are required.
Review items for accuracy that are populated in the mortgage loan origination system, such as loan amount, interest
rate, taxes and all other applicable fees.
HIGH SCHOOL GRADUATE: 2008 Long Beach City College - Long Beach, California