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Customer Service Team Lead

Location:
Huntington Beach, CA, 92646
Salary:
Negotiable
Posted:
January 04, 2024

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Resume:

Cathy Stein

Huntington Beach, CA

714-***-****

ad2f9v@r.postjobfree.com/ad2f9v@r.postjobfree.com

Work Experience

Envoy Mortgage LTD - Mansour Document Solutions 01-2017- 09-2023

Remote- Team Lead / Training, Sr. Funder-Closer-Prep and Draw Docs, Funding- Early CD Disclosure Desk

Escrow and Non Escrow states – Conventional, Helocs, FHA, VA, Reno, Bond and Builder Loans, Full Knowledge of TRID/ RESPA GFE Compliance.

Pipeline Average 60 -115 per Month, Post Fund Exception, Investor zxsxcures.

Home Street Bank - Mortgage 08/12/2013 – 01/2017

Funding Supervisor / Training, Sr. Funder Loan Closer –Prep and Draw Docs, Funding, Conventional / Combos, FHA, Bond and Builder Loans. Full Knowledge of TRID /RESPA GFE Compliance. Pipeline Average 100 per Month

Bank of America Home Loans 04/01/2008 – 08-2013

Sr. Funder Loan Closer –Prep and Draw Doc’s, Funding, Conventional / Combos, FHA, Bond and Builder Loans. Full Knowledge of RESPA GFE Compliance. Pipeline Average 60 plus per Month

Countrywide Home Loans 12/03/2001 – 04/01/2008

Sr. Funder Loan Closer –Prep and Draw Docs, Funding, Conventional / Combos, FHA, Bond and Builder Loans. Full Knowledge of RESPA GFE Compliance. Pipeline Average 60 Plus per Month

Compliance Audit, Cure Investor Defects, Quality Control, Training, Processing and Underwriting.

Option One Mortgage Corporation 01/01/1994- 10/30/2001

Post Fund Quality Control Manager, 99.9 % Data Accuracy for Investor Sales, Interfaced with Secondary Marketing,

Customer Service, Internal and External.

Training Operations and Branch Employees, on process after Funding.

Skills

Encompass

Word/Excel/PowerPoint

Conventional/ Helocs/VA/ FHA/ Bond Programs/Reno

Training and Assisting as Lead Funder, Team Lead

Customer Service / Internal / External

Excellent Communication Skills

Fast Pace Environment - Time Management

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