PROFESSIONAL SUMMARY

Highly motivated and experienced professional with 14 years of mortgage industry expertise, including being a Commissioned Indiana Notary and Licensed Title Producer. Demonstrated track record of providing exceptional notary and closing services, coupled with a strong commitment to professionalism, reliability, and accuracy. Possesses strong organizational skills and excels at collaborating within team environments. Seeking a challenging position as a Notary Public and Licensed Title Producer to leverage my skills in delivering professional, reliable, and accurate mobile notary and closing services. SERRITA

CONNER

Address: Schererville, IN

Phone: 312-***-****

Gmail: ad2d6d@r.postjobfree.com

TECHNICAL SKILLS & CORE RESPONSIBILITIES

• Proficient in Microsoft Word, Excel, PowerPoint

• Client satisfaction and retention

• Loan application processing

• Audit and data collection

• Database management

• Mortgage loan processing (E3, Calyx Point, Unifi, Encompass)

• Scheduling and compliance

• Property appraisals

• Customer relations

PROFESSIONAL EXPERIENCE

Notary Public

Chosen One Notary Service

09-2022 - Present

• Serve as the official witness during the signing of legal documents

• Verify the names and identities of the parties involved in signing a document

• Administer oaths and affirmations as required

• Certify and attest to the authenticity of signatures on documents

• Maintain accurate records of notarial acts in a public registry EDUCATION

Certificate

National Institute of Careers

Chicago, IL

Post Closer/Funder

Intercontinental Capital Group Melville, NY

• Implemented a process that increased the percentage of loans funded by creating a checklist for post closers to follow.

• Improved service level by clearing WHL with purchase advice into loans by running a query to monitor their status.

• Analyzed operating loaning system to ensure all financial transactions are valid and accurate by reconciling funds received and disbursed.

• Verified all documents were included in each loan submission sheet, then sent lenders completed paperwork packages.

• Performed end-of-day audit to ensure all documents accounted for in Encompass and sent out to investors, resulting in no funding delays.

December 2020 - January 2022

Founder

LeChaise Merrillville, IN

• Recruited, trained, scheduled, supervised, and evaluated employees to ensure competent and qualified staff.

• Achieved 100% pass rates on all compliance audits, avoiding fines and legal issues.

• Managed cash flow and made business decisions to grow the company by analyzing financial statements, metrics, and trends. April 2018 - March 2020

• Determined pricing for products or services based on costs and competition, increasing profits.

• Created marketing strategies for products or services that increased sales by over 5% and brand awareness through developing and launching a social media campaign.

• Ensured customer satisfaction by conducting surveys and promptly responding to inquiries and complaints. Funder/Scheduler

Addecco Staffing- Fifth Third Bank

• Coordinated with the loan processor and underwriter to ensure that all loan documents were signed and prepared for scheduling the loan for funding in various states, ensuring 98% of loans were funded on time.

• Prepared wire transfers for the title company to disburse funds on closed loans using the bank's software and following its guidelines for processing funds.

• Achieved time and cost savings for the company by scheduling and assigning loans to closers.

• Obtained and reviewed documentation for accuracy and authenticity to fund 100% of the loan applications.

• Prepared loan files for funding, ensuring a rate lock or extension occurred, and scheduled the closing, resulting in a 97% closing rate.

• Ensured that all obligations were met, and funds were ordered to comply with company policies and regulations for a portfolio of customers.

January 2009 - January 2013

Item Processor

Venturi Staffing Partners

• Processed, verified, and reconciled sales and returned donated items, achieving a 98% accuracy rate and reducing the time to complete a task.

• Achieved a 100% accuracy rate in reconciling financial statements with the general ledger to close the day.

• Verified acceptability of checks and other negotiable items submitted for payment by comparing signatures to specimens, facsimiles, or using signature verification systems with 99.9% accuracy.

• Processed an average of 7+ checks per day, including receiving, blocking, and sorting checks, while maintaining a 99% accuracy rate.

• Processed the daily transactions, maintaining a 99.99% accuracy rate by completing daily reconciliations and conducting quality checks.

• Posted transactions involving cash receipts, disbursements, accounts payable, and receivables on a timely basis.

• Analyzed, balanced, and reconciled vendor accounts every month to ensure that all accounts were maintained and vendors were paid on time.

January 2008 - January 2009

Loan Officer

A&R Mortgage Schererville, IN

• Significantly improved loan production metrics by aggressively marketing loan products and services through networking, referrals, and other marketing campaigns.

• Effectively communicated the terms and conditions of loan products and government regulations efficiently.

• Achieved a 100% approval rate for loans, resulting in an increase of 5% in company revenue based on obtaining relevant information and evaluating applicants' financial status.

• Actively monitored the status of submitted loan applications, ensuring that all required documentation was received within one day of being submitted.

• Collaborated with managers to increase company visibility by hosting seminars and participating in community events, resulting in an increase in loan applications

• Increased the number of approved loan applications by independently researching all applicable lending regulations, the economy, market rates, vendors, and competitors.

• Maintained a 98% customer satisfaction rating while processing over 7+ applications per day by providing excellent customer service, timely follow-up, and meticulous attention to detail. January 2004 - January 2007

• Complied with federal and state regulations while reviewing 60+ loan documents after loan closing to ensure compliance with regulations and loan policies with a less than 1% error rate.

• Ensured that the mortgage documents we are required to store are filed correctly in the database by scanning, naming, and uploading them.

• Decreased compliance risk by verifying that any information disclosed within documents is not confidential, offending, or illegal.

• Developed and maintained relationships with third-party vendors, including collateral document custodians and attorney networks, resulting in increased broker business.

• Verified that closing documents complied with investor guidelines and state regulations by requesting missing documents and correcting errors.

• Achieved 100% rate lock-in until closing by providing daily updates of potential delays to reduce suspense penalties.

• Reviewed fees collected at closing time with final HUD, GFE, and system, resulting in a 98% accuracy rating, thereby increasing customer satisfaction and repeat business.

• Resolved any suspense conditions on files by ensuring the loan had an accurate and complete file with all documents needed to close. Pre-Closer/Funder/Post Closer

StoneGate Mortgage/Home Point Financial Corp

June 2013 - January 2018

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