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Customer Service Account Manager

Location:
Anaheim, CA
Posted:
January 15, 2024

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Resume:

ERIC GOMEZ

Anaheim, CA *****

Phone: 714-***-****

Email: ad2ssd@r.postjobfree.com

Objective:

Secure a position in business that promotes strong growth and professional environment in which I can utilize my work experience, educational knowledge, and skills.

Employment History

08/2020 - 08/2022

Loan Processor - Remote

Lakeview Loan Servicing, LLC. - Coral Gables, FL

Perform in-depth analysis of files for submission to underwriting and closing department ensuring the required documentation is received and completed.

Establish rapport with borrowers and deliver excellent customer service.

Maintain system data including status and loan events (receipt of stipulations, dates and memos) with anticipation of closing each loan within 30 days.

Order and review all required 3 party reports. Obtain final approval signed off by underwriter, and confirm scheduling closing date. Resolve all loan level files issues to assist in funding the loan.

Manage internal and external expectations on timeline, cost and processing. Assist with training new employees in the department.

Complete special tasks as assigned by manager as needed.

06/2019 - 06/2020

Account manager

Luxury Mortgage - Irvine, CA

Assist with completing loan packages and follow- up with brokers to collect required documentation.

Maintain a high level of customer service by being proactive in communicating with Account Executives, real estate brokers, mortgage brokers and internal team members.

Provide timely and periodic status updates.

Review loan package to verify the completeness of data and ensure the loan meets the established standards of company program guidelines and procedures.

Gather, analyze, and validate all documents required for loan approval and submit to Underwriting.

04/2018 - 12/2018

Senior Account manager

Pacific Union Finical - Costa Mesa, CA

Managed wholesale lenders

Calculated Income daily for clients

Coordinated purchases or refinance transactions (FHA, VA, 203k and non-QM) Coordinated with title companies on all loans

Review and execute conditions of loan applications from start to finish

06/2016 - 03/2018

Senior Account manager

Carrington Mortgage - Anaheim, CA

Managed wholesale lenders

Calculated Income daily for clients

Coordinated purchases or refinance transactions (FHA, VA, 203k and non-QM) Coordinated with title companies on all loans

Review and execute conditions of loan

09/2014 - 04/2016

Lead Processor

Ocmbc, Inc. - Tustin, CA

Managed wholesale brokers

Calculated Income

Coordinated purchases or refinance transactions

Maintained existing files

04/2013 - 08/2014

Senior Loan Processor

Oceans Capital dba Loan People - Irvine, CA

Outperformed company average 12 day turnaround time

Conventional and Governmental Loans

First time borrowers

Problematic credit histories

Communication with borrower's daily

Coordinated with title companies on all loans

09/2012 - 04/2013

Closing Coordinator/Processor

Greenlight - Irvine, CA

Review and execute conditions of loan

Loan Applications from start to finish

Policies and regulations of all investor guidelines

Strives to achieve and exceed productivity expectations and standards

04/2001 - 01/2007

Sr. Loan Processor

New Century Mortgage Co.- Los Alamitos, CA

Validating Loans in automated underwriting

LP and DU • Reviewed verified Credit Reports

Maintained existing files

Coordinated with title companies on all loans

Evaluate and Review exception reports

Meet all tasks to meet closing date

Education

Computer Institute of Technology – Irvine, CA

2 years AA - Computer Science

Tax Certified Preparer

CA – CTEC license # P03138143



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