Intake Coordinator Closing Specialist

DEBORAH JONES

Red Oak, TX *****

469-***-**** ************@***.***

RETAIL MORTGAGE CLOSING SPECIALIST/INTAKE COORIDNATOR

Proven Closing Specialist received 100% audits 5 of the 6 months which brings my overall YTD audit score of 96.87%, experience in Retail Loan Origination as a mortgage closing/funding, preparing auditing, compliance review and closing of residential loans. Demonstrates effective communication skills in dealing with Title Companies, Mortgage Bankers and Processing Teams, order to engage internal and external customers.

12 years of experience in Retail Mortgage Banking Originations / 9 years of Wholesale Lending, top producing closer, able to close and fund FHA, VA and Conventional Loans. Bond loans, Managing workflow with organizational and time management skills. Ability to prioritize and complete multiple tasks under specific deadlines.

A minimum of one year experience as a Intake Coordinator or medical office administration, strong affinity of customer service, great communication and interpersonal skills, excellent organizational and time-management skills, ability to work in a fast-paced environment and proficient computer literacy.

SOFTWARE APPLICATION

KanTime, PandaDoc, Backline, Palmetto GBA eServices, Encompass, Weblog, IDS System, Mortgage Dashboard, BlitzDocs, MS Word, Mortgage Flex, Doc Prep Program Access, CLOSR System, Data Verify, RealEC, Ivault, MSP Data Base.

INTAKE COORDINATOR

Southwest Palliative Plus LLC

Intake Coordinator (Remote) - Bestcare dba Max Serve Hospice, LLC (Feb 2023 – April 2024)

Completing all admissions paperwork and entering it

Responsible for verifying health insurance date for each patient.

Gathering medical records

Preparing and maintaining patient’s charts

Scheduling appointments for PT, OT, ST, test and procedures for patient’s

Performing clerical work, such as filing, copying and faxing

Answering phones and emails inquires

Prepared documents for the RN’s to complete during admission

Complying with the regulations and policies of the facility

MORTGAGE BANKING EXPERIENCE

Asurity Mortgage Group Inc. Dallas, TX

Mortgage Closer (Remote) – Benchmark (July 2015 to Aug 2022)

Facilitated final documents for retail mortgage purchases, refinance, 2nd home, TX A6, VA, FHA and Investment transactions.

Communicated directly with title companies, loan processors, underwriters and loan officers within various cities and states, including non-escrow and escrow states,

Reviewed and balance CD’s with title companies and processors for accuracy

Specialized in closing FHA/VA, TX Loans including 50a6’s, as well as Bond Loans with full awareness of sensitive insuring issues

Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act

Maintained confidentiality of bank records and client information

DISYS, LLC Dallas, TX 75287

Sr. Loan Closer – Nationstar (Apr 2015 to May 2015)

Contract Position

Prepared figures/closing instructions/closing documents for title/escrow companies

Verifies accuracy and consistency of required documents to ensure compliance with federal and state regulations

Receives HUD documents from title/escrow to balance loan within loan origination system, makes necessary corrections

Responsible for sending any required, updated closing documents to title/escrow companies

Reviewed executed closing documents and cleared outstanding conditions to meet Underwriting and investor requirements

Prepares required wire information and funding package for funding

JPMorgan Chase Bank Fort Worth, TX 2010-2014

Sr. Retail Mortgage Closer (Dec 2012 to Nov 2014)

Prepared closing instructions and documents for the title company, packages worked on regularly accepted with no rework required.

Review title work for accuracy and irregularities without any rework required.

Review and approved HUD’s without and rework are review required by the PFA Group.

Review closing documents and cleared funding conditions for disbursement.

Balanced to wire amount submitted to title companies for the funding.

Maintained and average 100% quality QA Scores on all file completed.

Customer Assistance Operation Specialist (Dec 2011 to Dec 2012)

Audited loan modification packages for preparation for underwriting.

Ordered necessary documents to complete modification, i.e. appraisal, title policies.

Issued quality assessments on operation staff.

Served as a team SME for CA Ops Department.

Default Underwriter (Aug 2011 to Dec 2011)

Reviewed mortgage loans for modifications to keep homeowners in there properties.

Reviewed title for outstanding liens.

Approved or denied modifications.

Exceeded the amount of file on a daily average without any exceptions cited.

Maintained and 100% quality reviews on all underwritten files assigned.

Sr. Retail Mortgage Closer (Aug 2010 to Aug 2011)

Prepared closing instructions and documents for the title company.

Reviewed title work for accuracy and irregularities.

Reviewed and approved HUD’s.

Reviewed closing documents and cleared funding conditions for disbursement.

Balanced wires to title companies for disbursement with and rework required.

Performed among the top producers while keeping my quality in line, completed 153 closing with a average quality scores of 96.43% for the year.

Exceeded expectations with no Monetary Losses for CHASE.

Exceeded expectations on post doc and pre fund review with scores at least 95.01 to 100 percent on QA scores.

Homecomings Financial LLC (A Division of GMAC) (2002-2008)

Sr. Loan Closer/Funder

Closed/Funded residential loans for a Wholesale Lending Institution.

Created closing documents and escrow accounts.

Reviewed and approved HUD’s.

Reviewed Closing documents and cleared funding conditions for disbursement.

Ordered wires and balanced all mortgage loans with title companies.

Scheduled all closings with the closings agents and brokers as needed.

Ensured corporate policy & procedure were meet at all times.

The Venture Group, (Formerly Pacific Southwest Bank) (1999-2002)

Collateral Specialist

Received and delivered collateral files (NOTE) to investors for purchased property.

Input customer information to client database.

Reviewed and prepared collateral (NOTE) for delivery.

Maintained client collateral files

Imported and Exported collateral file to offsite collateral custodian.

Customer relations in regards to collateral status funding documents.

EDUCATION/PROFFESIONAL DEVELOPMENT

Recognizing Fraud

Mortgage Compliance Review

General Lending Policy

Fair Lending Awareness

Imaging Technology for Closers

Document Drawer & Funder/Closer Responsibilities

Title Commitments Training

Texas Home Equity Training

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