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Palm Desert, CA
... r.postjobfree.com Name: Marylee Gilchrist Citywide Home Loans - Loan Officer Contact Number: 801-***-**** Email: ac9x6e@r.postjobfree.com Name: Susan Gallegos US Title - Escrow Officer Contact Number: 801-***-**** Email: ac9x6e@r.postjobfree.com
- 2019 Jul 31
San Jacinto, CA
... Whole life insurance policies, policy loans against accumulated funds, and the repayment of interest on the policy loan. My Home Office for Fourslide Engineering Inc. San Jacinto, CA Bookkeeper/ Shipping/ Truck Driver 92583 11/2013 – 04/2014 ...
- 2019 May 09
Palm Springs, CA
... Other duties included: • Reviewed all client files for accuracy and scanned files for loan officers. • Utilized and maintained client information in Encompass (loan software program), RocketFuel (loan marketing program) and used FirstAm Title ...
- 2018 Oct 31
Palm Desert, CA
... Emails, phone, set meetings, mail, outgoing mail, funding packages, open orders, payoffs, recordings, release of Title, loan documents, notary. Building relationships with realtors and lenders. Providing outstanding service. Open and close office. ...
- 2018 Sep 08
Palm Desert, CA
... Remote Loan Processor Immediate Supervisor: Ana Carrillo 866-***-**** Reason for Leaving: Laid off Start date: 10/25/2017 ending date: 04/07/2018 Duties: Remote Sr. Loan Processor Caliber Home Loans/Reverse Mortgage Works 73131 Country Club Drive C4 ...
- 2018 Aug 02
Joshua Tree, CA, 92252
... guide clients to appropriate loan products and refer them to the bank services best suited to their situation • Develop new business by facilitating cross-selling opportunities and referring clients to external departments as appropriate • Conduct ...
- 2018 Jun 08
Indio, CA
... 401 K administration including record-keeping,enrollment, 5500 filing,compliance testing,loan maintenance,reports and file submissions. File payroll taxes as well as quarterly taxes and W-2 Proficient in creating excel spreadsheets for Management to ...
- 2018 Feb 15
Palm Desert, CA
... such as real estate brokers, banks,title, and insurance companies.Met with clients on a regular basis informing them of loan procedures and satisfying additional customerinquiries.Prepared loan documents for signing, and returned loan documents ...
- 2017 Sep 28
Desert Hot Springs, CA
... *Consulted with borrowers to ensure the best loan product match to meet their needs and financial circumstances based upon income, assets, credit history and collateral. *Communicated with all loan partners to expedite timely closings while ...
- 2017 Sep 07
Palm Desert, CA
... Communicated with owners regarding home and loan status. Researched the current market within the Inland Empire to stay informed and give superior sales presentations. Successfully guided home buyers and sellers through sales and purchase of ...
- 2017 Aug 24