Beth Lennard
Shelby Township, MI 48316
***********@*****.***
Customer Service
o Regularly handle 15-20 calls per day or 100 calls per week.
Post Closer of the Year 1999 – Closing 120-140 loans per month.
o
Key Skills
Member of Closing Team of the Year – 2000
o
Relationship Management
o Asked to travel for Wachovia to locations such as Waterbury, CN.,
Regulatory Compliance Chicago IL., Dallas, TX. & Denver, CO.
Recordkeeping
Technology Summary
Confidentiality
Software: Mortgage proprietary software, SAP, Mortgage Loan
Prioritization and Follow
Through Customer Service, Excel, Word, Microsoft Outlook, ACT!, ADP,
KRONOS, Adobe
Analytical & Problem
Solving Skills
Customer Service Experience
Liaison between Attorneys, Title Agents, Real Estate Agents, Account Executives and
Brokers
Review and compile data in loan package for closing
Retrieve necessary documents to fulfill Underwriting conditions
Prepare initial document package for Attorney and Title Company
Facilitate closing schedule with Broker and support staff
Perform final review of Settlement Statement (HUD1) and signed documents for funding
Ordered wire for disbursement
Pipeline management of FHA, VA, Conforming and non-Conforming loans and Purchase
loans
Verified loan documentation and credit information for all loan processing applications.
Reviewed all applications to ensure full compliance with underwriting guidelines, risk
management and Bank procedures.
Beth Lennard
4710 Park Manor South
Shelby Township, MI 48316
***********@*****.***
Employment History:
United Wholesale Mortgage Troy, Michigan
2012 – 2013
Closing Prep Specialist
Countrywide Mortgage Greenwood Village, CO
2005 – 2007
Loan Closer
Wachovia Mortgage Greenwood Village, CO
Loan Closer IV 1999 - 2005
Education and Training:
University of New Orleans New Orleans, LA
Bachelor General Studies – Counseling Education