Customer Service Years Experience

***** ******** *** 951-***-**** Home 480-***-**** Cell

Riverside CA, 92508 ************@*****.***

Shannon E Sousa

Processor professional with 5 years experience in Mortgage Loan

Objective

Processing, working for both Home Lending and Commercial/Retail

Lending. Additional 3 years experience involves medical and dental

insurance billing and processing. Expertise includes mortgage loan

knowledge, processing, billing and customer service.

Education 2004 The Fashion Institute of Design and Merchandising

Business Merchandise and Marketing Degree

Professional 2007-2010 Bright Now Dental Mesa, Arizona

Experience Office Manager and Treatment Coordinator

Evaluated office production, revised procedures and devised new forms in order to

improve efficiency of workflow office operations and procedures, such as typing,

bookkeeping, preparation of payrolls, flow of correspondence, filing and the

requisition of supplies. Formulated procedures for systematic retention, protection,

retrieval, transfer and disposal of records. Planned office layouts and initiated cost

reduction programs. Reviewed clerical and personnel records to ensure completeness,

accuracy and timeliness. Coordinated the activities of various clerical departments.

Interpreted and implemented company policies and developed operating

procedures to facilitate branch office operations.

2009 JP Morgan Chase Phoenix, Arizona

Mortgage Loan Processor

Home Mortgage Loan Processor 2009 - current compiled, verified and typed

application information for mortgage loans. Reviewed residential loan application

files to verify that application data was complete and met establishment standards,

including type and amount of mortgage, borrower assets, liabilities and length of

employment. Recommended that loan not meeting standards was denied. Called and

wrote credit bureau and employer to verify accuracy of information. Called specified

companies to obtain property abstract, survey and appraisal. Submitted mortgage loan

application files for underwriting approval. Submitted approved mortgage loan file to

mortgage loan closer.

Professional

Experience

2005-2006 Washington Mutual Ventura, California

Business Lead Processor

Compiled, verified and typed application information for business loans and

mortgage loans. Reviewed business and residential loan application files to verify that

application data was complete and met establishment standards, including type and

amount of mortgage, borrower assets, liabilities and length of employment.

Recommended that loan not meeting standards was denied. Called and wrote credit

bureau and employer to verify accuracy of information. Called specified companies to

obtain property abstract, survey and appraisal. Submitted mortgage loan application

files for underwriting approval.

2002-2005 Elimadebt Inc Stanton, California

Loan Processor Assistant

Contacted customers for support documents requests regarding general ledger and

other module entries. Conducted research and analyzed competitors' products.

Confirmed and analyzed dividends, interest rates and maturity dates. Designed and

maintained database to track financial resource usage. Controlled budgeting, financial

reporting, inventory cost, cash management, business plan development, financial

analysis, and capital expenditures.

References

Jillian Brizuela 480-***-****

Rafaela Corriea 909-***-****

I am happy to provide any further information needed. I thank you for

your time and consideration.

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