Customer Service Manager

Barbara R. Price *******@*****.*** 909-***-****

Objective

A Challenging position which builds on my ability to maintain good customer service, participate

In teams to exceed goals.

Qualifications Summary

I developed my career in the financial real estate industry with increasing responsibility. Solid

background in analyzing financial risk and innovative problem solving to address customer needs.

I have excellent presentation skills and the ability to work collaborative with both customers and colleagues. Good self-manager.

Professional Experience

Wells Fargo Home Mortgage Brea, CA 2010-2014

Loan Document Specialist 5

Responsible for purchase and refinance transactions for Single family, 1-4 units, Condominium and PUD property types. Various product types are Conventional, FHA, VA Jumbo guidelines being used as part of the daily task. Comfortable in calculating and analyzing salaried and self-employed income to determine the ability to repay the debt. Evaluate documentation provided for asset requirements acceptable for the loan transaction. Generated weekly pipeline reports and was the go to person in resolving my team problems and issues on a day to day basis.

• Trainer of new paperless system.

• Knowledgeable of proper documentation for project approval.

• Rated as a top processor in closing most loans while working on the paperless system.

Allstate Lending Group Monterey Park, CA 1995-2010

Senior Processor/Underwriter/Warehouse Coordinator/Ops Manager

Responsible for processing Conventional, FHA, and Jumbo loans on Single family, 1-4 units, Condominium and PUD property types.

• Developed a strong work flow system which increased loan volume from $5.5M to $16M month.

• Assisted with transitioning the company’s business plan focus from primarily sub-prime loan volume over to “A” paper product.

• Maintained an active loan pipeline on average around 60 loans a month.

• Proven track record of closing 45+ loans per month.

• Definite knowledge of various guidelines for multiple investors

• Multiple resource knowledge obtaining proper documentation to clear difficult title issues,

• Maintained a solid track record with zero compliance issues.

Training

Microsoft excel/outlook

LIS/CORE/CALYX processing systems

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