CLAUDIA LEE

**** *.** ****** **. Unit **** 520-***-****

Tucson, AZ 85715 acy7le@r.postjobfree.com

SUMMARY

I would like to secure a position that will enable me to utilize my strong organizational, leadership, development, and communication skills where I can contribute to the overall success of the business

EXPERIENCE

CitiBank N.A. 2014-2016

Mortgage Loan Coordinator

Build successful relationships with sales partners in order to deliver high quality service to our clients.

Consistently receive high customer-satisfaction survey scores.

Efficiently manage mortgage loans from registration to closing.

Effectively engage with demanding customers/sales agents with diplomacy to ensure a seamless process.

Review and authenticate borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal.

Provide support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages.

Ensure compliance with company policies, underwriting guidelines and lending-program requirements.

Coordinate effectively with title companies to ensure smooth closings.

Adept in analyzing and evaluating incoming documents to ascertain loan eligibility.

Exceed customer expectations by providing highest level of customer service.

Guarantee on time closing by completing all required pre-closing steps; making cash to close call, and sending files to closing within required performance standards.

CitiMortgage Inc. 2013-2014

Homeowners Loss Mitigation Specialist

Advised clients on the terms and conditions of their mortgage.

Analyzed existing policy & procedures and modified them for the purpose of improving regulatory compliance for the business.

Educated clients on escrow calculations and adjustments to their mortgages.

Enhanced overall team metrics by developing templates for the department.

Handled escalated calls from clients with challenging issues and provided solutions and/or attentively listened to client complaints and addressed them.

Composed written communications with the purpose to resolve client complaints.

Pitched refinances and streamline modification offers to clients.

Metro Title Agency of Arizona (Tucson, AZ) 2012-2013

Escrow Assistant

Opened Escrow for Mortgage Companies and Real Estate Agents.

Demonstrated excellent communication skills with the Real Estate Agents and Loan Originators.

Receipted earnest money and emailed receipt to Real Estate Agents

Met underwriter requirements

Set up Recordings and funded the files.

Mailed documents to the seller and buyer.

Ordered payoffs.

Assist the receptionist with front office duties.

Assist the Escrow officer with closings.

Meriwest Mortgage (Tucson, AZ) 2010-2012

Licensed Loan Originator

Assist borrowers in the loan process and assist them in determining the loan product that will best fit their needs.

Complete loan applications and collect the appropriate documents from applicants in order to process loans and deliver the package in a timely manner.

Maintain a high level of customer service while maintaining each applicant and support staff’s expectations.

Manage pipeline for all originated loans through closing and complete required management reports.

Develop referral contacts with realtors, professional and personal contacts as well as community events.

Member of Vail Chamber of Commerce, Tucson Hispanic Chamber of Commerce and the Women’s Council of Realtors. Work together with members in community events trying to help make our community a better place to work and live.

Meriwest Credit Union (Tucson, AZ) 2008-2009

Financial Service Representative

Open new memberships, analyzing the individual needs of each member to cross sell products and services that will assist them in their financial life.

Process consumer and home equity loans in a timely manner while insuring exceptional member service.

Process mortgage applications while working with underwriters to make sure all documentation is received and processed in a timely manner so we are able to meet time lines.

Washington Federal Savings (Tucson, AZ) 2006-2008

Loan Coordinator

Responsible for providing services by building and maintaining productive relationships with realtor’s, builders, customers and title companies.

Provide customers with Good Faith Estimates, Truth in Lending, process and close loans according to policies and procedures.

Interpret loan documentation received, make quality judgments to pre-underwriter and communicate with the customer if any other documentation needed to process the loan.

Participate in loan and product production. Provided deposit operation support, opened and closed accounts and entered confidential information in the computer.

Assumed responsibility in the absence of the manager.

Skills

Bilingual / fluent (Spanish and English)

Proficient in Microsoft Office

Computer literate

Excellent written and oral communication skills

Strong organizational skills

Ability to assimilate vast amounts of information.

Excellent problem solving skills

Demonstrated high degree of confidentiality

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