Customer Service Sales

LORI SCHWARTZ

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

Holbrook, NY ****1

631-***-****

********@*****.***

EDUCATION

Katharine Gibbs School

• Two-Year Business Program

SKILLS

• Typing: 60 words per minute

• Speed writing: 70 words per minute

• Software packages: Windows, Word Perfect, Excel, Desktop Publisher, Encompass, Calyx Point and PowerPoint.

EXPERIENCE

NEW VIEW MORTGAGE BANKERS, Syosset, NY September 2001 to February 2016

Senior Mortgage Processor/Jr. Underwriter

• Senior Mortgage Processor/Jr. Underwriter for the CEO and 10 loan officers

• Acted as a liaison between the lenders and borrowers

• Dealt with various lenders

• Heavy underwriting, processing, credit analyst, customer service, and sales

• Qualified borrowers, opened up files, computed ratios, and rated mortgage deals for the placement of various loans including FHA, conforming, and reverse

• Completed 1003s, reviewed credit, ordered titles, appraisals, pay-off’s, payment histories, voe’s, vom’s, cleared all stipulations required to get loans closed in a timely fashion. Heavy fha processing.

• Attended the owners closings with full authorization to relinquish any problems.

TRINITY CHURCH REAL ESTATE DIVISION, NY, NY January 2001 - September 2001

Property Assistant to the Director of Property Management

• Reviewed all vendor invoices to ensure accuracy of contract terms

• Purchase order limits and calculations

• Maintained spreadsheets detailing payments that were processed

• Resolved all account payable issues through the building managers

• Reviewed and distributed monthly utility recapitulation

• Prepared periodic spending summaries, processed change of budget forms for capital projects,

tenant reimbursements, and rent credits

• Assisted with yearly budgets and handled all personal business matters for the director.

GMK CONSULTANTS, Glen Cove, NY April 1998 - January 2001

Mortgage Processor/Customer Service

• Started out as a Loan Officer, position changed to Mortgage Processor, specializing in sub-prime loans

• Heavy customer relations and sales

• Opened up files and qualified borrowers

• Completed 1003’s, computed ratios, reviewed credit, verified employment and mortgages

• Ordered and reviewed appraisals, insurance, and titles

• Attended closings, and closed out files.

REFERENCES AVAILABLE UPON REQUEST

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