Data Entry Mortgage Loan

Paula Brooks-Casey

Foley, AL ***** 251-***-**** *************@*****.***

SUMMARY

Mortgage Loan Closer with 15+ years of experience with customer service, preparing closing disclosures and final closing packages with accuracy to meet very tight deadlines. Recognized as a top performer who works independently in a remote setting. Maintains a high level of professionalism when interacting with customers through friendly, informative, and helpful communications. Looking for new challenges with a company that values successful response and time management skills.

SKILLS

Mortgage Loan Documents Encompass Home Equity Lines of Credit (HELOC) Mortgage Refinancing Liens Escrow Balances Easements Data Entry Attention to Detail Organized Works Independently Time Management Strong Communication Skills Microsoft Office Suite Excel PROFESSIONAL EXPERIENCE

RADIAN, Philadelphia, PA November 2021 – April 2022 Mortgage Loan Closer

Responsible for auditing, verifying and preparing with accurate loan closing documents prior to loan closing. Worked independently on a remote basis.

● Input and audited loan data using Encompass data entry for 45+ HELOC loans / month to ensure that accurate and complete loan files were produced.

● Scheduled loan closing with borrowers and reviewed closing document information (name, address, marital status, interest rate, loan amount, monthly payment amount, etc.) for accuracy prior to closing.

● Recognized as a Top 4 closer by supervisor.

● Managed a pipeline of 3-5 loans / day.

APEX SYSTEMS / HUNTINGTON BANK, Columbus, OH November 2020 – July 2021 Broker Mortgage Closer II

Worked with Mortgage Closer I to verify, document and send to title companies conventional and VA loan closing documents prior to closing. Remote position.

● Ensured that closing disclosures, wires, escrow and broker checks balanced with title company information.

● Sent out closing packages for Closer I to title companies prior to closing.

● Uploaded closing documents sent to the settlement agent into the internal system. NAVY FEDERAL CREDIT UNION, Pensacola, FL December 2011 – August 2020 Mortgage Closer II

Responsible for preparing 50+ / month mortgage, refinancing and conventional loan closing documents in compliance with company policies and procedures within tight TRID deadlines.

● Coordinated 7-10 / week closings for VA & Conventional loans by communicating with title companies, loan officers and processors.

● Performed validation of loan data including escrow balances prior to preparing closing documents.

● Reviewed and ensured all documents were signed properly after closing for funding authorization.

● Reviewed and verified with title company money owed or due at closing prior to closing.

● Wired funds to settlement agents prior to or after closing. REGIONS BANK, Foley, AL June 2007 – December 2011

Financial Services Specialist II

● Exceeded sales quotas for new checking, savings accounts and consumer and personal loans.

● Completed personal and consumer loan application and loan closing documents. EDUCATION

2 YR Program Business Education Certificate, South Baldwin Center For Technology, Robertsdale, AL High School Diploma, Foley High School, Foley, AL

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