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Mortgage Loan Closer and Funder

Location:
Houston, TX
Posted:
February 21, 2024

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Resume:

JASON H. TOUBIN

ad3tky@r.postjobfree.com 713-***-****

EXPERIENCE

Closer, InterLinc Mortgage Services, LLC, Houston, Texas October 2020 - May 2023

Prepare closing disclosures (CD’s) and documents for residential mortgage loan closings for InterLinc.

Communicate and coordinate internally and externally to facilitate mortgage closings.

Ensure all state and federal closing regulations are followed.

Prepare and disclose changes of circumstances (COC's) as needed.

Review executed closing documents and clear conditions

Fund mortgage loans.

Accolades:

2022 Top Closer 3rd Place (January 2023).

December 2022 Culture Hero.

Recognized Six times in top four closers of the month.

Closer, Robertson Anschutz Vetters, LLC, Houston, Texas May 2002 - October 2020

Prepare closing disclosures (CD’s) and closing documents for residential mortgage client's loan closings at law firm’s Houston office.

Communicate and coordinate internally and externally to facilitate mortgage closings.

Request funds for disbursement for upcoming scheduled closings.

2006-2017: Closer/Funder onsite at Houston Capital Mortgage/GenEquity Mortgage (one of firm's clients). Prepared documents for residential mortgage closings, requested funds from warehouse banks for funding and performed funding for these loans.

Game Staff Liaison, Media Relations Department, Houston Rockets November 1997 - March 2020 (Evenings part time)

Recording players’ post game interviews in the team locker room and assisting in transcribing the players’ quotes to prepare official team quote sheets to be distributed to members of the media.

During games obtain and print in-game stat sheets from NBA data base for distribution to teams’

coaches during Houston Rockets home games.

Funding Assistant, Home Mortgage Consultants (HMC), Houston, Texas June 2001 - September 2001

Assisted funder on loan closings.

Prepared warehouse bank packages

Mortgage Banker, Loan By Phone Department, Bank United Mortgage/ Washington Mutual Bank, F.A., Houston, Texas

October 1998 - May 2001

Assisted existing customers to explore refinance options in the loan by phone department.

Explain advantage of refinancing their current mortgage to a lower interest rate.

Prepare good faith estimates for customers to provide accurate monthly payment projections for potential refinances.

Personal Banekr, Guardian Savings/Bank United, Houston, Texas August 1996 -October 1998

Assisted customers with banking transactions including opening new accounts and providing interest rates for certificates of deposit (CD’s).

Substitute Teacher, Houston Independent School District, Houston, Texas June 1994

- June 1996

Long term substitute teacher at Pershing Middle School as selected by school principal for 8th grade English class teacher out on leave.

EDUCATION

University of Texas at Austin, Austin, Texas - B.A., Liberal Arts, May 1994 Bellaire Senior High School, Houston, Texas - Graduated in June 1988

SKILLS

•Proficient in preparing TRID closing disclosures (CD’s & COC's).

•Proficient in Encompass.

•Proficient in Docs on Demand document preparation and compliance software.

•Experienced in Byte and BytePro software for mortgage loans.

•Experienced in WLS (SRG Warehouse System) for requesting warehouse funds.

•Proficient in Microsoft Excel and Word.

•Experienced in prioritizing tasks in a fastpaced work environment.

•Excellent team player and conscientious employee.



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