Account Manager Customer Success
Resume:
Objective Seeking a position as Jr. Processor/ Loan Processor/
Coordinator
SUMMARY OF QUALIFICATIONS
Mónica S. Vallejo
San Diego, CA
*******.********@*****.***
Ability to responsibly carry out multiple tasks, prioritize activities, surpass expected goals while cooperating effectively with both clients and upper management.
Outstanding leadership skills and high level of responsibility detailed oriented and strong results orientation. Excellent customer service and follow-up skills.
Strong communication, interpersonal and organizational skills, and outgoing personality. Enthusiastic Team Player and Proactive attitude & willingness to be trained. Tech savvy & familiar with current technologies, like desktop sharing Multitask and ability to work under pressure. 6 years of experience working remotely and Bilingual (Spanish/English) PROFESSIONAL EXPERIENCE
12/21 – 11/ 22 Remote Loan Coordinator / Disclosure Specialist /Loan Assistant Barrett Financial Group LLC Phoenix, AZ * Laid off Assisted 10 loan officers on residential loan disclosures. Prepared and review every file for all loan officer for complete accuracy. Worked on three systems at the same time (Calyx Point, ARIVE and the lender) Disclosed loans with approximately 75 lenders and 17 non-QM lender. Approximately 40 loans a month I was responsible to send out disclosures, anti-steering and follow up on any COC and re-disclosure needed. Maintained an open line of communication with Residential Mortgage Lenders and all other parties involved in the transaction. Supported all Loan officers as VOE, HOI, LOA assistant and Transaction Coordinator.
11/20 – 11/21 Remote Loan Assistant American Pacific Mortgage San Diego, CA *Laid off Served as an ongoing point of contact for clients, helping them collect required supporting documents and assure the due diligence needed to approve the loan. Assisted 9 loan officers and coordinated all parties involved in the loan application process. Gather documentation and information for Underwriting conditions, labeled and reviewed all documents for all borrowers. Worked on 20 loans per month. (ENCOMPASS) 05/20 -10/20 Medical Leave- Surgery
06/18 – 05/20 Remote Bilingual Mortgage and Real Estate Coordinator USAA Financial Consultants Inc., VOE translation of personal information, including income, assets, credit history, taxes, and bank statements from Clients. Support to Processing Department and Loan Officers. Translations for Mortgage Loans (English/Spanish) 4/17 – 06/18 Remote Real Estate Coordinator Century 21st – Patty Reyes Assisted Realtor with all marketing and administrative duties. Worked also as a TC Coordinator. Bilingual Marketing and Customer Service/Translation and Interpretation.
10/16 - 4/17 Mortgage Assistant for Wholesale Residential Union Bank La Jolla, CA (6 months contract job) Assisted Vice President/Processing Manager -- Residential Lending - Mortgage Processing-Wholesale team. Responsible for assisting processing team with but not limited to, appraisals, new approved loans, reviewing files prior to docs, verifying employment, ordering Tax Transcripts. Responsible for assisting processing and underwriting team with Loan Review and conditions. Administrative duties including but not limited to creating/deleting access, ordering supplies, assisting Operations Manager, and assigning files to underwriting. Worked on 250 loans approx. monthly. 04/15 – 10/16 Mortgage Assistant The Home Lending Group LLC Chula Vista, CA *laid off Requested applicant credit reports, background checks, reference checks, and other information pertinent to loan applicant's evaluation. Analyzed applicant financial status, credit, and property evaluation to determine feasibility of granting loan or submits application to credit analyst for verification and recommendation.
LANGUAGE
Bilingual: English/Spanish 100%
EDUCATION
Loan Processor- Mortgage University
Medical Interpreter
Translator and Proofreader -ATA Member # 245607
TOEFL / ESL Certification for Teaching Abroad – University of San Diego Foundation Studies Anthroposophy and Human Development/ Anthroposophical Center Cuernavaca, Mexico Miami Dade Community College A.A. Communications
Bonita Vista High School- San Diego, CA
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