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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) XXX-1000
  • Cell:
  • resumesample@example.com
Professional Summary

17 years of Mortgage Experience with strong background in operations has propelled by ability to identify and deliver successful technology solutions. Holding positions that entailed a broad set of responsibilities including managing projects, administrating software, training, writing training manuals, test scripts, policies and procedures, business requirements for projects with large project teams crossing business units and channels.

My strong work ethic, passion for identifying, designing and building software that will create efficiencies, produce quality loans, and achieve successful user adoption of the solutions I implement and support has allowed me to advance in my career. Acting as project manager, business analyst and administrator I have implemented and supported software systems including Encompass360, iCims, Mortgage Builder. This past year I have successfully implemented a custom webportal designed for loan delivery, integrated with both the LOS (Encompass) and pricing engine (Optimal Blue) for multiple business units and channels.   

Skills

Certified Administrator, Encompass360

Project Management

Business Analyst


Work History
VP Encompass Administrator, 11/2015 to Current
Berkshire Bank, ,
  • Project Manager, Business Analyst and content admin for implementation of custom TPO portal integrated with Encompass360 and Optimal Blue 
  • Work with project teams across multiple business units to document business requirements, meet deadlines for enterprise implementation.
  • Direct developers and admins to achieve on-time, on-spec and on-budget project completions
  • Wrote test scripts, completed unit testing, managed UAT testing and remediation ensuring successful implementation
  • Created training videos, user guides and held live webinars to coach Sellers/Brokers and Account Executives.
  • Developed runbook detailing the interaction between the TPO portal, Encompass360 and Optimal Blue to ensure successful transition to technical support team post-implementation.
  • Created user guides for operations on TPO portal integration with LOS and other system enhancements related to new personas, milestone workflows and supporting business rules.
  • Direct and work with developers to program the system to achieve on-time, on-budget, and on-spec project completions.

Sr. Director- Sr. Business Analyst, Lead Encompass Administrator *Certified Encompass Administrator, 02/2013 to 11/2015
Sandvik, ,

Project Manager, Business Analyst and Admin for the build and implementation of Ellie Mae’s Encompass360, Bankers Edition.

Project Manager, Business Analyst and Admin for the build and implementation of the HR software iCims.

Improved software by studying current practices, research system capabilities, recommend controls by identifying problems; writing improved procedures, design modifications to resolve issues, increase efficiency and performance.      

Designed and configured Encompass customization including new milestone workflows, loan templates, business rules, personas, custom input screens to enforce TRID regulations.

Founder and Chairman of the Encompass Change Advisory Board Committee. Hosted weekly meetings to discuss system change requests, work with committee members to determine LoE and ROI.

Manage unit and UAT testing, wrote test scripts, analyzed results of both internal enhancements and Ellie Mae version updates.

Document and disseminate information regarding Encompass360 enhancements and new releases.

Facilitate group sessions, inception workshops with managers and their teams to review the functionality of the system and provide support.  

Managed training team, wrote and maintained user reference guides.

Production Manager, 06/2014 to Current
Southwest Stage Funding Llc, Cascade Financial Services, ,
Part of project team that implemented LOS software, Mortgage Builder
Administrator for Mortgage Builder, designed hard stops, created and mapped forms and disclosures according to investor and compliance guidelines, create and maintain underwriting templates as guidelines change and new products are released, checklist for internal processing conditions in system, MI templates, closing cost templates, interface access
Main contact for system support, resolved training issues and worked to resolve programming conflicts with Mortgage Builder support team
Trainer for Underwriters, Account Managers, Processors and Closers on the LOS and internal processes
Work closely with Operations, Underwriting, Compliance, Funding, Post-Closing and Secondary managers on new products, programs and building workflow efficiencies Manage wholesale operations, developed and executed process improvements to insure efficiency of production  
Documented processes, created standardization of loan status communication and developed job aids Resource for product/guideline questions, developed excel income and streamline calculation worksheets.
Organized and developed new HECM division
Administrator of HECM software ReverseVision
Ensure loans are compliant and saleable through training, creating job aids and product guideline matrices.
DE Underwriter, 11/2010 to 11/2011
Motorola Solutions, ,

Underwrote FHA and Conventional loans according to secondary market guidelines and investor overlays.

Maintained underwriting condition templates on LOS software, Prolender.

Trained new underwriters and processors on company process and software.

Mortgage Builder Administrator, to
, ,
  • for implementation and customization of new software system.
  • Develop business rules and hard stops, create and map forms and disclosures according to investor and compliance guidelines, create and maintain underwriting templates as guidelines change and new products are released, checklist for internal processing conditions in system, MI templates, closing cost templates, interface access.
  • Main contact for system support, resolved training issues and worked to resolve programming conflicts with Mortgage Builder support team.
  • Train new Underwriters, Account Managers, Processors and Closers on the LOS and internal processes.
  • Work closely with Operations, Underwriting, Compliance, Funding, Post-Closing and Secondary managers on new products, programs and building workflow efficiencies.
  • Manage wholesale operations, developed and executed process improvements to insure efficiency of production.
  • Document processes, created standardization of loan status communication and developed job aids Resource for product/guideline questions, developed excel income and streamline calculation worksheets.
  • Organized and developed new HECM division.
  • Administrator of HECM software Reverse Vision.
  • Ensure loans are compliant and saleable through training, creating job aids and guideline reference DE Underwriter 12/10-12/11.
  • Underwrote FHA and Conventional loans according to secondary market guidelines and investor overlays.
  • Maintained underwriting condition templates on LOS software (Prolender).
  • Trained new underwriters and processors on company process and software.
Sr. Account Manager/Processor, 03/2017 to 12/2017
, ,
  • Created and implemented training manual for Account Managers.
  • Train new account managers on software and department procedures.
  • Processed, disclosed, closed FHA and Conventional loans for Wholesale and Retail channels.
Sr. Account Manager, 04/2017 to 03/2017
Bickford Senior LivingIowa City, IA,
  • Processed and final approved files, locked loans and scheduled closings.
  • Liaison between the underwriting department, sales team and brokers.
  • Carried an average pipeline of 90 files and closing approximately 50 per month while working in a fast-paced, deadline driven environment.
, 01/2017 to
First Investors Financial ServicesCity, STATE,
Processor/Jr. Underwriter, 06/2017 to 01/2017
, ,
  • Pre-underwrote and processed prime and sub-prime loans with complex risk factors, ensuring that loan requests met the program guidelines with attention to detail and sense of urgency.
  • Prepared closing packages and approved HUDs ensuring compliance and accuracy.
  • Pre-qualified loan applications using pricing/program matrix.
Senior Loan Processor for Correspondent/Broker, 06/2017 to 06/2017
Bickford Senior LivingCity, STATE,
  • Pre-underwrote and processed prime and sub-prime loans according to lender guidelines.
  • Facilitated loan officers with structuring and pre-qualifying loans.
Gold Services Manager, Loan Officer, 06/2017 to 05/2017
Rose Mortgage IncCity, STATE,
  • Originated Conventional and FHA mortgages while out of Weichert Realtor office.
  • Determined maximum purchasing power using LP/DU and provided loan guarantees.
Loan Processor, 05/2017 to 06/2017
NACity, STATE,
  • for Retail Mortgage Lender Underwrote conventional loans in underwriting training program.
  • Processed conventional/FHA/VA loans carrying pipeline of 100-120 files.
Underwriter/Processor for Mortgage Broker, 10/2017 to 05/2017
Hamilton Financial Services, LLCCity, STATE,
  • Pre-underwrote and processed loan applications according to lender's specifications.
, 01/1 to 09/2017
Weichert Financial Services, ,
  • Started "RAP" (Rapid Approval Process) department- Evaluated 1008 data to decision MI according to guidelines.
Education
Encompass Certified Administrator : , Expected in 2014
Ellie Mae - ,
GPA:
Bachelor of Arts: Psychology, Expected in 2000
Rutgers - New Brunswick, NJ
GPA:
Essentials of Mortgage Banking; Intensive course in professional mortgage banking, 6/03 NJ Salesperson Real Estate License; 75: , Expected in 12/02
- ,
GPA:
Bachelor of Arts: Psychology American Studies, Expected in 5/00
Douglas College, Rutgers University - New Brunswick, NJ
GPA:
Psychology American Studies 3.5
Certifications
Ellie Mae Encompass Administrator 7/2014

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School Attended

  • Ellie Mae
  • Rutgers
  • Douglas College, Rutgers University

Job Titles Held:

  • VP Encompass Administrator
  • Sr. Director- Sr. Business Analyst, Lead Encompass Administrator *Certified Encompass Administrator
  • Production Manager
  • DE Underwriter
  • Mortgage Builder Administrator
  • Sr. Account Manager/Processor
  • Sr. Account Manager
  • Processor/Jr. Underwriter
  • Senior Loan Processor for Correspondent/Broker
  • Gold Services Manager, Loan Officer
  • Loan Processor
  • Underwriter/Processor for Mortgage Broker

Degrees

  • Encompass Certified Administrator
  • Bachelor of Arts
  • Essentials of Mortgage Banking; Intensive course in professional mortgage banking, 6/03 NJ Salesperson Real Estate License; 75
  • Bachelor of Arts

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