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Customer Service Loan

Frisco, Texas, United States
December 17, 2018

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Belinda Crain

**** ******* **

Frisco TX ***** Cell Phone 214-***-****


Over twenty years experience in the financial industry, Training, Operations Support

Loan Processing, Closer, Post Closing, Underwriter


March 2004 to Sept 27, 2018 Willow Bend Mortgage, Plano TX

Maintains knowledge of all policies and modifications to the guidelines and standards of the company, federal housing programs, investors, and private mortgage insurers.

Maintains and updates loan application information within loan origination software and other applications.

As applicable, orders appraisals, title, survey, verifications, and any other items required for loan approval; conducts regular follow-ups with outside sources regarding outstanding documents.

Verifies the data collected, analyzes, and decides whether it meets guidelines or if other documentation is needed; documents communication through the conversation log; ensures loan application is in compliance with Underwriting, Investor, RESPA, and HMDA guidelines.

Calculates income, reviews assets and liabilities.

Review all disclosures for completeness and compliance.

Completes final evaluation and analysis of completed application packages and submits eligible files specifying any applicable conditions.

Monitors rate lock information for data integrity and expiration dates; communicates discrepancies to the Loan Officer.

May maintain accurate pipeline to ensure proper projections, closings, and regulatory compliance with Company, Federal, and State standards.

Schedule closing appointments with respective parties (i.e. title companies, closing attorneys, corporate closing department and customers etc.) Meets customer service standards as outlined by management.

May facilitate training of junior or newly hired processors regarding specific operations including file flow, loan origination software, and other applications.

Updates loan officer, loan officer assistant, realtors, builders and customers on loan status.

Maintains communication with customers throughout the loan process, assisting them with any questions and notifying them of any additional requirements.

Maintains a professional image and adheres to standards consistent with company policies and procedures.

Other duties as assigned.


Encompass, Point, Microsoft Word, Microsoft Excel, Desktop Underwriter / Originator

Loan Prospect, GUS, Loan Prospect, Searching the internet to document a borrower’s file.


Graduate of Harlandale High School, San Antonio, TX

Graduated University of Phoenix Bachelors of Science in Business Management

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