Lisa Finley

**** ********* ** **** * lakes, Fl **638

Cell: 813-***-**** LINKEDIN: www.linkedin.com/in/lisa-finley-a306436 Skills:

Accounting, Processor, Due Diligence, Originator, Audit preparation, Training Classes, Coaching, Office Manager, Money Management.

Notary Public

State of Florida, since License 2017

Lennar Title

Closer

Worked on new home Purchases, reviewed contracts, title and all information to have a successful closing

May 2022 to Oct 2022

Patriot Title

Processor

Set up files ordered title, searches, survey etc. contacted and communicated with all parties. cleared conditions, prepared documents, and scheduled closings. Oct 2021 to Feb 2022 Hillsborough Title

Processor/Jr closer

Cured and cleared title collaborated with clients’ realtors and lenders. April 2021 to Oct 2021 Scheduled closings and prepared documents.

Contracted CNE with Millennium Group for USAA Contracted time June 2020 to Dec 2020

Audited calls from the Banking Department for Compliance Took Regular Compliance tests on LMS

Verified Complaint calls

Worked on Engage and Cat, Cadence

Contract Title Work April 2018 to May 2020

• Reviewing contracts, addendums, dates, names and terms.

• Ordering and reviewing payoffs, Satisfactions, Affidavits, Surveys and Lien searches.

• Coordinating closings with all parties, verifying names and marital status and sending executed docs to lender and ERecording.

2

Westcoast Management& Realty November 2017 to April 2018 Administrative and Cam Assistant

• MLS input collected rent & HOA dues.

• Ordered and followed through bids for communities.

• Customer service and support the office.

Majesty Title services- Tampa, Florida September 2012 to July 2017 Executive Assistant / Processor

• Processed and cleared Title issues.

• Worked on Soft Pro application Handled Escrows, paid and Managed all vendors Managed tenants in our building their Calendars, rent and any issues that arise.

• Assisted with banking, disbursements and QuickBooks for all offices.

• Acted as mentor and team lead for team members.

LPS Management – Provident Realty March 2010 to September 2011 Transaction Coordinator

• Developing and training new platforms for our team.

• Training and Supporting Brokers and Real Estate agents.

• Property Tasks from Brokers and REO clients using encompass.

• Reports for Utilities, HOA's and Accounting.

• Worked remotely for two offices in Colorado and Atlanta. Custom, Meridian, Quid Quo Mortgage May 2006 to March 2010 Mortgage Broker

• Hired, managed, and trained team of Loan Officers.

• Managed office operations and compliance.

• Pulled and evaluated credit, resolved credit related problems, structured loans and facilitated processing of title.

• Originated and qualified clients for purchase and refinance using 5o+ lenders.

• Communicated with clients and lenders on a daily basis. Beacon Home Loans April 2005 to May 2006

Principal partner

• Originated and processed FHA, VA, USDA and conforming and Non-Conforming Loans.

• Responsible for loan officer orientation and training.

• Opened and Managed Mortgage operations.

• Trained Loan Officers to structure and price loans and speak with clients to overcome objectives.

3

Extreme Mortgage October 2003 to April 2005

Principal Mortgage Broker

• Opened and managed operations and training for Realtors and Mortgage Brokers.

• Originated Loans.

• Repeatedly named "Top Mortgage Broker" and "Team player". Chase Manhattan Mortgage December 2002 to May 2003 Account Manager

• Serviced 120 to 165 loans in monthly pipeline.

• FHA special teams.

• Processed closings within multiple states.

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