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Customer Service Sales

California, United States
October 19, 2016

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Gerardo Fuerte

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

Long Beach CA ****6


Objective To be a valuable asset with growth potential for my company and personal achievements

Highlights of Qualifications

Improving the quality of a broad range of applications by designing and implementing test plans and test scripts to ensure the overall quality of delivered software applications and application enhancements.

Knowledge of identifying client needs and presenting effective solutions to inspire trust and confidence to close.

Successfully working in the Loan Industry for 19 years. Shipper, Loan Flow Specialist, Jr Auditor, Sr Auditor Underwriter and Investor Relations Underwriter, Loan Processor, QA Analyst, Product Specialist.

Self Motivated, Highly Energetic.


Product Specialist Experience

Work with customers (internal and external) and business partners to draw out, understand, and validate specific customer needs through direct customer contact.

Produce market and product requirement documents for new product development and existing product enhancements.

Work closely with product development, project management, professional services and quality assurance to deliver products with the right scope and timeline to capture market opportunities.

Conduct market testing of design concepts, prototypes, and software builds as needed.

Assist in developing a long-term product roadmap based on corporate strategy and market demand.

Train sales and support staff on new products and features.

Review business requirements, functional requirements and technical specifications of current software development projects

Participate in Functional requirement reviews, clarifying requirements, understanding design decisions

Convert requirements and specifications into a QA test plan, test cases and ultimately test scripts. Review of test plan with peer job families for coverage of software changes being introduced.

Create, review, update and execute automation scripts as required for development, debugging efforts, and regression activity for a release.

Execute test cases, report progress and determine whether software working to specifications. Document defects and other issues in a timely and accurate manner

Conduct root cause analysis of identified defects providing Development/Business Analyst partners with sufficient detail to understand, replicate and prevent future occurrences the defect

Document and enter test defect tickets discovered during the test cycle

Follow up on outstanding issues to meet testing timelines

Assist in post-implementation issue review and continuous improvement efforts to enhance system performance.

Mortgage Experience

Analyze financial status and property values

Prepare/disburse Title Company and Bank wiring information for loan funds.

Handle escrow closings.

Maintain quality control issues and review loan applications, escrow instructions, preliminary title reports and credit reports

Extensive communications with Title companies, Escrow Company’s and Staff members

Process conventional home loans, 2nd Trust Deeds and Equity Liens

Calculated and reconcile figures

Audit Loan Files

Quality Assurance

Customer Service Issues

Trouble Shooting

Analyze Foreclosure and Short Sales

Verification of VOM, VOR, VOD, VOE

Obtain underwriter approval and conditions for closing

Run DU/LP, Loan scorecard, Calyx Pricer, Calyx AUS, AUS LITE,

Work History

June 2016 – Present Product Specialist Loan-Score/Calyx Software, Irvine CA

Feb 2012- June 2016 QA Engineer Loan-Score/Calyx Software, Irvine CA

Jan 2009 – Feb 2012 Loan Processor Hacienda Home Sales, Anaheim CA

Sep 2010 - April 2011 Loan Processor Bank of America, Valencia CA

Sep 2007 – Jan 2009 Loan Processing Mortgage Depot, Beaverton OR

Apr 2004 - Mar 2006 Investor Relations/Underwriter New Century Mortgage, Irvine CA

Sep 1997 - Apr 2004 Due Diligence/Underwriter Aames Home Loan, Irvine CA


3 Years of College – Long Beach City College

David Star Jordan High School – Long Beach CA

Fraud Alert Training - New Century Mortgage

Computer Skills

Work Perfect Calyx Point Calyx Pricer

Calyx AUS Data Track WS (WebServices)

Windows Internet Navigation LoanScoreCard

Excel Outlook QM

Edge Status Mart Mojo (ticket’s system)

Personal Skills

Bilingual Spanish

My name is Gerardo Fuerte, I have exp with FHA, Conventional, Fannie Mae and Freddie Mac exp, using Calyx Point, Data Track, Edge, Status Mart, DU/LP underwriting applications and with Microsoft Applications exp. I am also bilingual; I have over 19 years of mortgage exp.

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