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Loan Administrator Associate

Rancho Santa Margarita, CA
September 27, 2018

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Orange County, CA 808-***-****

Experience in office management and administration, finance and transaction services, commercial and home mortgage loan processing, loan servicing, client support, loan and document team training, executive support and utilizing various computer software and programs. Successfully building strong working relationships with leadership, teammates and clients through mutual trust and commitment to meeting goals and objectives. Analyzing, Prioritizing, Organizing and Scheduling Supervising workflow of people, projects and events Taking initiative tackling projects to improve production WORK HISTORY

Commercial Loan Administrator May 2018 – Sept 2018 Kinecta Federal Credit Union, Newport Beach, CA LANI, Temporary Assignment Reviewed documentation for completeness to enter into processing for CRE loan files, order third party engagements, complete Due Diligence List, open Escrow & Title, process invoices, complete cost worksheet, boarding information, order credit report, prepare SNDA’s and Subordinations, order UCC’s, upload documents to system, update pipeline, coordinated with Broker and loan officer. Commercial Note Specialist II Oct 2015 – Mar 2018

Mechanics Bank, Irvine, CA (formerly California Republic Bank) Community Bank Assets of $5.6 Billion Boarded all commercial loans on FISERV for a $2 Billion Commercial loan division. Pipeline tracking, preparing demand statements, payments, loan advances, funded loans. Maintained loan file ensuring proper signed documentation, complete foundation documents, current insurance, obtained UCC’s, and Title commitments. Preparation of all re-conveyance documents in an environment of extensive collateral pools. Maintained tickler system for documentation follow up. Obtained proper clearances for initiating loan wires. Loan Servicing Specialist III Feb 2013 – Sep 2015

Central Pacific Bank, Honolulu, HI Community Bank Assets of $5.2 Billion Analysis and back office processing in Loan Operations and Servicing. Modifications, Insurance claims, Vehicle titles, Posted loan payoffs, Prepayment analysis, FHLMC reimbursement claims (increased average claim per file by $5000). Provided customer service and floor supervision. Team leader, executive staff go-to person for high priority, urgent projects and document controls. Proficient utilization of FISERV supplemented with access software programs.

Senior Mortgage Loan Processor Mar 2001 – Sep 2002 Mission Hills Mortgage, Tustin, CA Division of Tarbell Realtors Processed conforming and non-conforming FHLMC, FNMA, FHA, VA mortgage loan files within tight time constraints increasing the closed loan ratios. Gathered all necessary credit documentation, reviewed appraisals and preliminary title reports, analyzed tax returns to accurately calculated debt ratios to obtain loan approval with first time review approval over 95% of the time. Coordinated with Loan Officer, Manager, Underwriter and Escrow. Approximately 75 employees in the division. Operations Manager Jun 1998 – Mar 2001

Kastlepoint Mortgage, Laguna Hills, CA Independent Mortgage Broker Developed teams of Processors and Loan Officers to better utilize time and increase profits. Guided and directed processing staff. Implemented and taught new software programs to employees, increasing productivity by 50%. Processed mortgage loan files, reviewed appraisals and preliminary title reports, acquired all necessary information to obtain loan approval. Coordinated with multiple departments and entities. Approximately 20 employees.

Senior Mortgage Loan Processor Jan 1992 – Sep 1997 Irwin Mortgage, Kailua, HI (Purchased by Gateway Bank) Mortgage Banker Processed and prioritized Residential Mortgage Loan files from a handwritten application to funding, meeting heavy paperwork processing demands. Profits were increased, while being Manager’s sole Processor. Developed office processes and procedures. Voted Employee of the Year by the Waikiki Rotary Club. Hawaii division employed 40 people.

TEMPORARY / PART TIME (while full-time parenting)

Director of Operations 9 months in 2010 –2011

AxSys Financial Group, Laguna Niguel, CA Credit Restoration Company Created procedures, filing system, assisted with website and logo designs Analyzed credit reports and profiles for possible improvements. Administration, Inside Sales and Customer Service. Escrow Closing Coordinator 7 Months in 2009

Servicelink, Irvine, CA Title and Escrow, a division of Fidelity Title Verified documentation to meet the standards necessary to insure a title policy, provided a detail account of all financial charges, and balanced files. Approximately 200 employees. Senior Escrow Officer 2005 - 2007

Sterling Coast to Coast, San Clemente, CA Mortgage Broker, Real Estate and Escrow Responsible for the escrow division. Coordinated with Loan Officer reducing anxieties, improving time management, client retention and increased profits. Prepared purchase and refinance escrow settlement statements. Processed disbursements, prepared documents for signing packages, ensured documentation was complete. Approximately 40 people.


California State University, Fullerton

BA in Business Administration, Marketing / Management Michigan State University, East Lansing

Liberal Arts and Business Administration

California Real Estate Sales License – inactive

Computer Software: FISERV, Director, Windows 10, MS Office, Outlook, Excel Power Point, Lotus Notes


Treasurer – L.C. Irvine Chamber of Commerce

Executives Unlimited Networking Group – Volunteer

Substitute Teaching Certified – State of Hawaii

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