Operations Manager Team Lead

Patricia (Pattie) Helzer

*** *********** ******, ******, ** 32724 386-***-**** ******.******@*****.*** Objective

Obtain an in-house / Remote Processor position that will allow me to utilize my guideline knowledge, problem solving, organizational and business skills with an eventual pathway to Underwriting. Summary of Strengths

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● Highly efficient, detail-oriented, organized team player

● Strong analytical and problem solving skills.

● Proficient in Calyx, Encompass, Byte Pro, Microsoft Office, Excel, and Windows Experience

November 2021 – August 2023

Processing Team Lead/Operations Manager Home Team Lending Deland, FL

• Responsible for processing and submitting loans to underwriting working independently to obtain a clear to close which includes appropriate loan structuring, income calculations and various interactions with others.

• Overseeing the Processing Department to ensure smooth closings from application to Funding

• Working directly with Underwriting regarding different loan scenarios

• Working with multiple government agencies such as FHA, Fannie Mae, Freddie Mac, USDA and VA on various loan scenarios.

April 2021 – November 2021

Processor DHI Mortgage Remote / Deland, FL

• Responsible for processing and submitting loans to underwriting working independently to obtain a clear to close which includes appropriate loan structuring, income calculations and various interactions with others.

• Completing Builder Documents on new construction loans, obtaining certificate of completion and obtaining final inspections on homes once completed.

• Working with multiple government agencies such as FHA, Fannie Mae, Freddie Mac, USDA and VA on various loan scenarios.

March 2020 – December 2020

Processor Planet Home Lending, LLC Remote / Deland, FL

• Responsible for processing and submitting loans to underwriting working independently to obtain a clear to close which includes appropriate loan structuring, income calculations and various interactions with others.

• Working with multiple government agencies such as FHA, Fannie Mae, Freddie Mac, USDA and VA on various loan scenarios.

September 2012 - October 2019

Senior Processor Home Team Equity Deland, FL

• Senior Processor and Team Lead for Credit and Underwriting.

• Pre-Underwrite new files in preparation for submission.

• Responsible for processing and submitting loans to underwriting working in great detail with Loan Officers and their assistants to obtain a clear to close which includes strong loan structuring and complex income calculations.

• Working with multiple government agencies such as FHA, Fannie Mae, Freddie Mac, USDA and VA on various loan scenarios.

Additional work history available upon request. 8/23

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