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Customer Service Transaction Coordinator

Location:
Gig Harbor, WA
Posted:
February 03, 2024

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Resume:

NATALIE PETRENKO

Contact: 253-***-****

Email ad3cmx@r.postjobfree.com

Address Gig Harbor WA

SUMMARY

Loan Transaction Coordinator with years’ experience managing customers who apply for residential home loans. Customer-focused professional with proven experience, juggling multiple customers and closing transaction to ensure on-time customers satisfaction. Dedicated to working hard to make each transaction smooth and take it to the closing table.

Full access to customers financial system/bank and income documents.

I’m applying for the IRS Examiner.

SKILLS

Application preparation, verifying information, reviewing financials paperwork, processing documents, information verification.

Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues.

Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative.

Ability to handle detailed assignments and maintain confidentiality.

Excellent communication and interpersonal skills.

Organizational skills necessary to prioritize workload and delegate responsibility.

Ability to work under pressure, timelines.

Ability to work with underwriting, reading guidelines.

Ability to work with coordination and paperwork coordination.

Bilingual, can assist customers who speak other languages.

Always available to customers via phone with any questions. Customers still call me with financial questions.

Desktop Underwriter expert/Encompass system

EXPERIENCE

JP Building Inc. Customer service Gig Harbor, WA 2019-Current

Sales, submitting bids for construction company. Customer service, invoices, verification of insurance, license. Collection of payment.

On Q Financial Loan Transaction Coordinator Lynnwood, WA 09/2016-07/2019

Verifies, compiles, and inputs application information for mortgage loans.

Discuss and advise the client of their home loan options.

Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment.

Informs supervisor of discrepancies in title or survey.

Performs other related duties as assigned.

Current, valid NMLS license in good standing.

Processed loan financing transactions from start to finish. Analyzed applicant’s financial status, credit evaluation to determine feasibility of granting loan. Conventional/FHA loans. Educated customers on variety of loan products and available credit options to promote valuable decision-making. Communicated smoothly between clients, sales staff, loan officers, title/escrow companies, for a smooth & stress-free closings.

American Nationwide Mortgage Company Loan Processor/Coordinator Tacoma, WA

07/2013-09/2016

Assisted each customer individually. Took loan from start to finish. Often working with Bilingual customers, to provide excellent customer service. Analyzed applicant’s financial status and credit worthiness. Evaluated financial statements, FICO scores to determine product eligibility. Submitted loans to underwriting, performed full processing, clearing conditions, loan signing to loan funding. Fun fact: you never celebrate prematurely, until the loan funds and records. Notary public.

Sound Mortgage Inc. Loan Processor Gig Harbor, WA 02/2009-05/2009

Customers applied for a home loan application. Reviewed all financial statements to determine credit worthiness. Gathered all income docs to submit to underwriting. Cleared conditions, required by underwriting. Coordinated signing of loan documents. Notary public.

Wells Fargo Inc. Loan Processor Gig Harbor, WA 5/2008-02/2009

Customers applied for a home loan application. Reviewed all financial statements to determine credit worthiness. Gathered all income docs to submit to underwriting. Cleared conditions, required by underwriting. Coordinated signing of loan documents. Notary public.

Countrywide Home Loans Loan Processor Tacoma, WA 09/2006-07/2008

Ability to work with customers. Ability to evaluate financial statements and submit to different mortgage companies. Run underwriting approval online to determine eligibility. Same as above

American Residential Services LLC Loan Processor Tacoma, WA 07/2002-06/2003

Same as above. Absolutely love this job. Excellent behind the scenes person. Coordinated closing process with underwriting team, loan officers’ ream, title/escrow team.

EDUCATION AND TRAINING

NMLS ID # 1242829 Active Loan Originator License, 2023.

Bilingual-Russian/Ukrainian.



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