Customer Service Team Member
Resume:
Shelley Archer
*******.******@*****.*** • 503-***-****
LINKEDIN: Shelley-Armstrong-Archer-
Mortgage & Underwriting Professional
Detail-oriented and analytical professional with extensive experience in reviewing loan-processing documentation, minimizing potential risk factors, and approving loan/applications. Demonstrated success in managing diverse range of loans and programs, while restructuring routine operations to streamline workflows. Instrumental in delivering best-in-class customer service, utilizing DU/LP underwriting systems, and proposing recommendations to senior management, as well as facilitating in approving loan applications by reviewing documents and agreements. Dedicated leader with proven capabilities for leading, coaching, and mentoring cross-functional teams to meet/exceed performance expectations. Refined communicator with attention to detail, leadership, and organizational skills. Areas of Expertise
• Mortgage Loan Processing
• Documentation & Reporting
• Strategic Analysis & Planning
• Underwriting Guidelines
• Customer Service & Support
• Business & Operations Management
• Microsoft Office Suite
• Team Leadership & Training
• Cross-Functional Collaborations
Career Experience
Academy Mortgage, Remote 2022
Senior Loan Processor
Managed and executed routine responsibilities, including initial loan setup, performing underwriting, and ordering relevant services. Reviewed conditions and request documents for submission to loan underwriter. Analyzed loans in line with stated conditions and prepared closing statements for borrowers. Delivered best-in-class services to customers and performed extensive income calculations.
• Maintained effective coordination with two high-producing loan officers located in Alaska.
• Equipped with in-depth knowledge of Encompass LOS system, DU, LP, USDA, and various Bond LOS Decision engines. Fairway Independent Mortgage Corporation, Remote 2020 to 2022 Senior Loan Processor
Partnered with various investors and coordinated various programs, such as FHA, VA, USDA, Bond, Manufactured Homes, Jumbo, and conventional loans. Maintained effective communication with Loan Officers, Assistants, and Managers. Ordered closing disclosure to ensure borrowers sign CD. Reviewed and collated necessary items to submit for final approval. Requested FHA Case numbers, SSA Validation, Fraud Guard, Transcripts, and DU & LP.
• Provided effective training and guidance to new loan processors on Encompass.
• Utilized CLOSER to ensure successful completion of DOCS, Funding, and Recording.
• Delivered proactive support in addressing and resolving corporate concerns/issues. Cross Country Mortgage, Remote 2020
Senior Loan Processor Operations Manager
Administered and executed routine operational activities of branch, while coordinating with various potential investors. Oversaw overall aspects involved in managing Order/VA Appraisals. Verified income and request conditions to submit for UW approval.
• Managed and processed loans for all products with pipeline of 50 loans and up to 20 closings.
• Provided ongoing training for Loan officers and Loan assistants.
• Delivered proactive support in addressing and resolving branch concerns/issues. P a g e 2 2
Fairway Independent Mortgage Corp, Remote (Western states division ) 2016 to 2020 Regional Trainer
Carried out detailed evaluations of training through review of quality applications taken by loan officers, processors, and support staff. Maintained up-to-date technical knowledge by participating in educational workshops and reviewing publications, improving instructional delivery and presentation skills.
• Facilitated face-to-face, virtual, and supplemental training for staff members as well as answered questions when needed.
• Developed effective training material, including handouts, PowerPoint/WebEx presentations, and in-class content.
• Trained and mentored loan processors and operations support staff on Encompass and pipeline management.
• Traveled across Continental US to train operations staff on processing functions, procedures, and policies. Guild Mortgage, Remote 2015 to 2016
Loan Underwriter
Addressed and resolved escalated problems regarding loan files in prompt and efficient manner. Performed detailed review of loan files to ensure processing and approval. Coordinated all inter-departmental communications and facilitated teamwork development by utilizing extensive knowledge of products, services, and procedures.
• Analyse client qualifications for approval of mortgage financing
• Evaluate property (appraisals), Calculate income, and review Credit worthiness.
• Ran DU, LP, USDA decision engines
• Thorough knowledge of mortgage guidelines and procedures. US Bank, Salem Oregon 2012 to 2016
Assistant Manager – Loan Processing Department
Supported in coordinating consistent employee development for optimizing overall productivity and performance. Assisted and presented company training programs for processing and operations support staff in engaging and constructive manner.
• Provided support in planning and conducting LOS system training for new loan processors.
• Developed in-depth knowledge of course content while ensuring complete accuracy and relevance of presented material. Education
Northwestern Business College, Portland Oregon -Accounting and Business Law Portland Community College, Portland, OR-Business and accounting courses
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