Assistant Legal

SUSAN RODRIGUEZ

*** ******** ******, *******, ** 11716

Telephone: 631-***-****

EMAIL: ******************@*****.***

OBJECTIVE

Experienced mortgage professional seeking opportunity with growth and stability. PROFESSIONAL EXPERIENCE

Operations Assistant / Legal Assistant Jan 2017 to Nov 2018 Franklin First Financial, Ltd., Melville New York

Loan Opener: entered new loan information into the system, requested paystubs, bank statements, insurance from loan originators and scanned into system and provided to processor for further review

Performed initial and pre-closing VOE, LDP/GSA reports, printed and scanned findings

Review appraisal for accuracy against title and contract as well as system and correct if necessary

Title review, clearance, contract of sale review and clearance as well as request title bills and contins

Prepared and scanned closed loan packages

Worked directly with all upper management on various projects

Assist the Human Resource Department with onboarding, transitioning and termination process

Created announcement for new loan originator licenses and provided to IT, HR, Accounting and Marketing Departments so proper updates were made accordingly

Statement of Denial notification process

Originate and maintain in house Excel spreadsheet tracking employee status for each state as well as creating folder system to track state licenses, certificates, clearance, renewal and approval notifications and fingerprint processing

Originate and maintain in house compliance education system for all employees as required by the CFPB and track progress thru Excel created spreadsheet, updated weekly

Cybersecurity: Assisted IT Department with maintaining the training utilizing KnowB4 for all employees and assisted with tracking progress

Manage all insurance policies, surety bonds and leases for both corporate office and branches

NMLS: Originate, maintain and terminate all licensing for the company, branches and loan originators

OnCourse Learning: Track and assisted with continuing education for renewal of all licenses, company, branches and mortgage loan originators

FHA Connection: Added, maintained and terminated all branches

Reverse Vision: Added, maintained and terminated all loan originators

NMLS: Updated Registered Agent address when received communication for location changes

Assisted in fingerprint process for control officers and loan originators via state regulations by providing required forms, information and assisted with scheduling appointments thru Field Print and MorphoTrust Operations Assistant / Legal Assistant Nov 2010 to Jan 2017 MCS Mortgage Bankers, Inc., Patchogue, New York

Operations Assistant / Executive Assistant to President, Vice President as well as General Counsel

Loan Opener: entered all new loan information into the system, requested paystubs, bank statements, insurance from loan originators and scanned into system and provided to processor for further review

Initial and pre-closing VOE as well as LDP/GSA reports, printed and scanned findings

Title review and clearance as well as request title bills and contins

Requested and review appraisals for accuracy against title and contract, correct system if necessary and coordinated appointments for re-evaluations during Sandy

Review of contract of sale for accuracy and requested corrections and scanned into the system

Closing Assistant: Assisted closing department with scheduling closings and preparation of closing packages

Shipping Department: prepped closed loan packages to be shipped to investors via checklist and checked for all signatures, dates, notary stamps, legal descriptions, HUD statements

Final Document Department: Received all Recorded Mortgages and Alta Policies, scanned into system and sent to investor via overnight mail

Insurance Department: received all insurance bills and sent to investor via overnight mail

Prepared and Executed good bye letters when loans were sold to investors

Licensing Manager: Originate and maintain all licensing via NMLS for the company, branches and loan originators

Request and maintain surety bonds

Assisted with initiating state education for new licenses as well as coordinated continuing education

Aide in fingerprint process for control officers and loan originators

Organized outside conference meeting for new TRID training, prepared provided material, initiated and tracked invitations to all closing attorneys and tracked attendance as well as created attendance sheet and organized luncheon and assisted with setup

Created holiday cards and mailed to all attorneys, real estate agents and title companies Subordination Administrator Sept 2009 to Nov 2010

Equity Settlement Services, Inc., Smithtown, New York

Originated and maintained subordination agreements and coordinated with borrowers

Review of title and requested corrections for clearance

Interaction with management and teams

Update computer system daily

Created and maintained Excel spreadsheet for tracking progress Legal Assistant Sept 2006 to Sept 2009

Alfred S. Walendowski, Esq., Melville, NY

All loan related activities: ordered and reviewed title reports, validation of legal documents and scheduling closings, interacted with title companies, brokers, banks and clients

Created HUD 1 statements and prepared all loans for closing

Created and maintained internal data base to track monthly activity

Scanned and shipped files, performed quality control review of closing documents, and funding Legal Assistant May 2003 to Sept 2006

Rubin & Licatesi, PC, Garden City, NY

Organized and managed 6 broker active desk and pipeline of 100+ loans per month

Ordered and reviewed title reports

Oversaw all loan related activities including validation of legal documents and coordinated with brokers, banks and clients for scheduling

Created HUD 1 statements and prepared all documents for execution Legal Assistant Sept 2001 to May 2003

Goldman & Goldman, Esq., Garden City, NY

Answered phones, typing, filing, meet and greet clients, scheduled appointments and banking

Assisted in Real Estate closings, opened files, maintained computer system and generated spreadsheets, shipping of all files, handled post-closing issues Education:

St. Joseph College, Patchogue New York, Bachelors Program (transfer) Briarcliffe College, Patchogue, New York Bachelors Program/ Business Management Briarcliffe College, Patchogue, New York AAS Degree 2003 / Legal Technologies Computer Knowledge:

NMLS, Word Perfect, Microsoft Word, Excel, Power Point, Outlook, Encompass, Reverse Vision, Universal Credit Services, FHA Connection, Desktop Underwriting, FraudGuard, LoanSafe, Mavent, Acris, MERS Online, LDP/GSA and KnowB4 Clerical Skills:

Typing, Filing, Phones, Banking, Event Planning, Travel Arrangements, Dictaphone Transcription, etc References Furnished Upon Request

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