Customer Service High School

Caitlin Estes

objective

To obtain a career in a fast passed and friendly

mortgage enviornment with an emphasis on

customer service.

Experience

**** **** ** **** **** Mortgage Encinitas,

CA

Mortgage Loan Assistant

Point of contact for clients, agents, processors,

underwriters, title and escrow

Collecting and reviewing all necessary

documentation related to assets, income and

collateral in a timely manner

Familiar with current CONV, JUMBO, FHA,

VA, HUD and Doc Matrix guidelines

Ordering marketing and maintaining marketing

database

Proficient in Word, Outlook, Lotus Notes, Excel

and Windows

2009 2012 Bank of America Home Loans

San Diego, CA

Mortgage Loan Coordinator, NMLS #819868

Managing loan pipelines for a top team in an

efficient and timely manner

Collecting documentation from all parties

required by the underwriter

Familiar with CONV, FHA, VA, and HUD

current guidelines

Proficient in Word, Outlook, Excel and

Windows

2005 2009 Mortgage Options Financial, Inc.

Escondido, CA

Sr. Loan Processor

Maintain relationships with numerous lenders

Point of contact with clients and title and escrow

officers

Collect and review all loan conditions prior to

submitting them

Knowledge of Calyx, Word, Outlook, Doc

Magic and Windows

Education

1998 2001 Bonita High School La Verne,

CA

General College Prep

Interests

Spending time with my 3 sons, dirt bike riding,

camping, cooking, and relaxing in the sun.

Phone 760-***-**** • email *******@*****.***

575 Tell Lane• Hemet, CA 92544

Contact this candidate