sr post closing government insuring auditor investor delivery specialist resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Self-motivated service-focused professional seeking to leverage both experience and education as an Account Manager. Detail-oriented and organized individual who exemplifies professionalism, and an ability to manage multiple projects and tasks at any given moment. Demonstrated history of successful office support services and issue resolution, while maintaining a positive company image. Highlighted leadership qualities and the ability to work with individuals from varying backgrounds, while promoting team values. Driven partner eager for professional growth, increased responsibility, and the opportunity to apply extensive experience in a challenging environment.

  • Audited files zero risk defects in 2 years
  • Highly motivated and driven to succeed
  • Ability to exercise sound judgment
  • Works effectively with others by establishing and maintain positive working relationship
  • Attention to detail and ability to multi-task
  • Excellent teamwork and customer service skills
  • Work well in a fast-paced environment
  • Proactive attitude towards problem resolution
  • Customer Relations
  • Employee Retention
  • Staff Management
  • Conflict Resolution *Administration
  • Business Reporting
  • Training and Mentoring
  • Proficient in MS Office
  • Microsoft Word, Microsoft Excel, Outlook, Microsoft Windows, PowerPoint, FHA Connection, TAS (VA software-appraisals for Veterans, Les application (Track Loans), Encompass, MERS and Calyx 9.4.
  • Team leadership
  • Data management
  • Team liaison
  • Budgeting and finance
  • Self-motivated
  • Strong verbal communication
  • Conflict resolution
  • Process implementation
  • Extremely organized
  • Client assessment and analysis
  • Staff development
  • Real Estate Experience
Work History
06/2015 to 09/2017 Sr. Post-Closing Government Insuring Auditor/Investor Delivery Specialist Auditboard | Los Angeles, CA,
  • Perform post-funding audit of loan files (including credit and closing packages) to ensure compliance with policies and procedures as well as investor and regulatory agency guidelines Audit closed loan files for quality and compliance.
  • Audit to be completed within 3 days of receiving the closing packages Resolve any issues found during audit; prepare delivery package in proper order within 3 days of receiving the close packages.
  • Monitor pipeline to ensure that work flow is completed in a timely manner Responsible for ensuring that the final project is neatly assembles in the correct stacking order, complete and shipped within given timeframe Tracking missing Closing packages with the closing attorneys Deliver excellent customer service while interfacing with Closing agents, investor representatives, Borrowers and Branch personnel Audit 50-100 loans per month with minimum of a 4% error margin Create Allonge for each Note shipped Register MERS for each file Prepare case binders and ship complete package to HUD or VA Reviews government closed loan files as assigned for compliance with Conventional, FHA, & VA loan guidelines for insuring and delivery Clears any outstanding conditions with investor to ensure loan is purchased.
05/2014 to 05/2015 Client Support Specialist Schneider Electric | Mohegan Lake, NY,
  • Respond quickly and professionally to client calls and e-mails Troubleshoot and resolve client issues Adhere to published service level guidelines Apply product knowledge to assist clients with using and understanding product features Work with internal teams (e.g., Sales, Implementation, EDI, Account Management) to meet/exceed the support needs and expectations of our clients Utilize CRM system for case tracking and resolution Ensure every client interaction is high quality Complete special projects as assigned.
10/2009 to 10/2013 Service Specialist II Simmons Bank | Cleveland, OH,
  • Assist processor in reviewing each loan file for accuracy and completeness Efficient use of loan processing and underwriting methods Assist processor in documenting loans to ensure compliance with regulatory and legal requirements Actively assist Loan Processors in processing mortgage loans Effectively stack a wide array of mortgage loan documents in proper ordination Assist processor in reviewing documentation to ensure it corresponds correctly with loan application requirements Review daily reports and update mortgage loan files accordingly, documenting loan origination system and physical loan file Maintain effective communication with borrowers on requested documentation Assist customers with home loan questions and concerns High quality yet timely responses to all client inquiries.
03/2001 to 07/2007 Mortgage Loan Specialist I Countrywide Home Loans | City, STATE,
  • Coordinate with the Loan Specialist II with set-up of incoming files, ordered 3rd party services, followed up on verifications, payoffs and subordinations Assisted Funding/Post Closing Coordinators with delivery of the collateral package and closed loan file to Corporate within policy timeframes Researching, updated processing and status systems, pulled pipeline and other reports directed by Team Manager Manage for file retention of cancelled/denied loans on the team in accordance with federal and state regulations Prepare documents, letters, memorandums and administrative forms Process revising and completing documents and correspondence, obtaining appropriate signatures, photocopying preparing for distribution via electronic mail, regular mail or courier Interacting with internal and external parties to obtain materials and documentation to complete assignments.
Account Management, EDI, loan origination, loan processing, Mentoring, mortgage loan, mortgage loans, Sales, Staff Management, underwriting
Expected in to to Real Estate Training, Morrow, Georgia | MLS Realtor School , , GPA:
Expected in to to Bachelor of Arts | Saint Leo University, , GPA:

Business Administration Computer Information Systems

Expected in to to Associate of Arts | Liberal Arts Saint Leo University, , GPA:

Liberal Arts

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Resume Overview

School Attended

  • MLS Realtor School
  • Saint Leo University
  • Saint Leo University

Job Titles Held:

  • Sr. Post-Closing Government Insuring Auditor/Investor Delivery Specialist
  • Client Support Specialist
  • Service Specialist II
  • Mortgage Loan Specialist I


  • Real Estate Training, Morrow, Georgia
  • Bachelor of Arts
  • Associate of Arts

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