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Customer Service Document Prep

Location:
New Orleans, LA, 70119
Posted:
April 03, 2024

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Resume:

Jess Pacifico

Contact

New Orleans, LA

856-***-****

ad4q95@r.postjobfree.com

Linkedin.com/in/jess-pacifico-

2ab82ba0

Objective

Multitasking team player who can fill many roles. Meets goals and faces challenges with outside the box thinking and utilization of resources. People- centric fast learner seeking to exceed expectations and strengthen team. Team player and humanitarian in free time.

*Open to relocation*

Key Skills

Customer Service

Credit Analysis

Document Prep & Review

Training

Interview & Hiring Skills

Inventory

Encompass/Point

Compliance Training

FHA/VA/USDA/Conventional

NMLS Training

Time Management

Broker Systems

Wholesale Mortgage

IT Support

Account Management

Onboarding

Customer Success

Assistant Manager/Management

Problem-solving

Experience

October 2023-Current

Commercial Client Administrator (Equipment Finance) • Hancock Whitney Bank Responsibilities: Spreadsheet upkeep with SQL. Coding. Financial Statement Review. Updating clients on needed documentation. Using mortgage background to provide guidance on any streamlines to the process. Document Prep. Market research.

June 2023-Current

Bartender/Server • DBC Bar & Grill

December 2022-June 2023

Bartender • Daiquiri Paradise

Responsibilities: ABO licensed. Customer service. Ensuring drinks and food are to health code standard. Cash handling. Learning new POS screens.

*Please note due to layoff from CCM I had to take up bartending to keep myself afloat due to employment market in the surrounding area until I found my current position with Hancock Whitney. I hope this shows I am versatile and a quick learner who is willing to work hard.

July 2020-October 2022

Sr. Mortgage Processor • Crosscountry Mortgage

Responsibilities: Provided support to multiple parties throughout loan process. FHA/VA/USDA/Conventional/Non-QM loans. Reviewed documentation for any red flags etc. Prepped loan for closing. Updated fees, disclosures and any title work in line with compliance & TRID. Credit Analysis. Document Prep & Review. Escrows. Financial Document Review. Compliance Review. Track record for meeting deadlines early & excellent communication updates. July 2020-October 2022

Sr. Mortgage Processor • Allied Mortgage Group

Responsibilities: Provided support to multiple parties throughout loan process. FHA/VA/USDA/Conventional/Non-QM loans. Reviewed documentation for any red flags etc. Prepped loan for closing. Updated fees, disclosures and any title work in line with compliance & TRID. Credit Analysis. Document Prep & Review. Escrows. Financial Document Review. Compliance Review. Track record for meeting deadlines early & excellent communication updates. August 2017-March 2018

Sr. Mortgage Processor/Account Manager/Wholesale • Sprout Mortgage Responsibilities: Provided support to multiple parties throughout loan process. FHA/VA/USDA/Conventional/Non-QM loans. Reviewed documentation for any red flags etc. Prepped loan for closing. Updated fees, disclosures and any title work in line with compliance & TRID. Credit Analysis. Document Prep & Review. Escrows. Financial Document Review. Compliance Review. Track record for meeting deadlines early & excellent communication updates. Managing 60+ accounts.



Contact this candidate