Customer Service Mortgage Loan
Resume:
Penelope Pace
Former Disney Cast-member with tons of mortgage experience!
Franklinville, NJ
********.****@*******.***
• Over 18 years experience in the Mortgage industry
• 4 years experience in Customer Service
• Software knowledge with Empower, Data Verify, Genesis, Ellie Mae, Doc Magic, Encompass, Empower,
Mortgage Flex, DU products, DISSCO, Funding Suite, and Microsoft Office Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Mortgage Loan Processor- contract
BD Processing - Remote
August 2020 to Present
• Confirm loan terms with borrower and request docs for initial review.
• Scrub file, order appraisal and title
• Run DU, send file to underwriting.
• Communicate stips to borrower, resubmit to underwriting
• Confirm closing information and get borrower to closing dept.
• FHA, VA, USDA and Conventional Loans
Mortgage Loan Processor IV
Wells Fargo Home Loans - Philadelphia, PA
December 2018 to July 2020
• Confirm loan terms with borrower and request docs for initial review.
• Scrub file, order appraisal and title
• Run DU, send file to underwriting.
• Communicate stips to borrower, resubmit to underwriting
• Confirm closing information and get borrower to closing dept. Gap of Employment from 2014-2018 -cancer- 2018 Cancer free Quality Assurance Auditor
BlueCross BlueShield of South Carolina
March 2014 to October 2014
Audited state contract work for the Medicaid and Third Party Liability departments Property Underwriter
Corelogic - Mount Laurel, NJ
April 2013 to September 2013
• Audit appraisals
• Worked with Single Family, Condo, PUD and Co-Op appraisals and appraisers
• Work with appraisers to ensure information is correct Mortgage Processor IV
TD Bank
March 2010 to March 2013
• Work through loan documents and credit to determine product
• Process mostly FHA loans, some conventional
• Work with closer to schedule closings
• Contact client/borrower for missing documents
Mortgage Processor
United Capital Lenders - Marlton, NJ
November 2009 to March 2010
•Mostly FHA loans, some conventional
• Work through loan documents and credit to determine product
• Prepare package and file for underwriting review
• Work with closer to schedule closings
• Placing files with appropriate lender
• Contact client/borrower for missing documents
Mortgage Processor
We Process It - Williamstown, NJ
April 2009 to October 2009
Work from home with several broker offices. Pipeline of 30 plus a month
• Work through loan documents and credit to determine product
• Prepare package and file for underwriting review
• Work with closer to schedule closings
• Placing files with appropriate lender
• Contact client/borrower for missing documents
• Run DISSCO, flood certs, and DU on files
Account Executive
Tribeca Lending Corporation - Marlton, NJ
September 2004 to November 2007
Work closely with brokers to originate business and work through new loans
• Work through loan documents and credit to determine product
• Prepare package and file for underwriting review
• Work with closer to schedule closings
• Run section 32 tests
• Contact client/borrower for missing documents
• Run DISSCO, flood certs, and DU on files
• Send appraisals for review
• Started at Tribeca as a Closer, worked my way to Processor, Sales Assistant through Account Executive. Senior Closer/Processor
The Lending Group Inc - West Deptford, NJ
May 2003 to July 2004
Preparing loans for closing
• Preparing and reviewing closing documents
• Post closed all incoming loans and shipped to investors
• Funded loans from the warehouse lines
• Cleared stips with investors for loan purchase
• Prepared loans for underwriting
• Contacted new customers to start loan process
• Worked with Investors to get the right product for borrower Disney Cast Member
The Walt Disney Company - Lake Buena Vista, FL
July 1994 to September 2003
Started in Retail shop and left as a Reservation Assistant for Disney Vacation Club Member Services. Post Closer/Funder
Wilmington National Finance - Plymouth Meeting, PA January 2002 to May 2002
Post closed loans during rescission
• Prepared collateral packages
• Set loans up to fund with warehouse bank
Education
High school diploma
Skills
• Over 18 years experience in the Mortgage industry
• 4 years experience in Customer Service
• Software knowledge with Empower
• Data Verify
• Genesis
• Ellie Mae
• Doc Magic
• Mortgage Flex
• DU products
• DISSCO
• Funding Suite
• Microsoft Office
• Banking
• Escrow
• Fair Housing Regulations
• Credit Analysis
• Loan Officer Experience
Assessments
Work style: Conscientiousness — Highly Proficient
September 2021
Tendency to be well-organized, rule-abiding, and hard-working. Full results: Highly Proficient
Advanced attention to detail — Proficient
September 2021
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Remote fit — Highly Proficient
September 2021
Measures the traits that are important for successful remote workers Full results: Highly Proficient
Customer service fit — Expert
September 2021
Measures the traits that are important for success for customer service roles Full results: Expert
Customer service fit — Expert
September 2021
Measures the traits that are important for success for customer service roles Full results: Expert
Advanced attention to detail — Proficient
September 2021
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Work style: Professionalism — Proficient
October 2021
Tendency to be accountable, professional, open to feedback, and act with integrity at work Full results: Proficient
Written communication — Proficient
October 2021
Best practices for writing, including grammar, style, clarity, and brevity Full results: Proficient
Sales skills — Proficient
April 2022
Influencing and negotiating with customers
Full results: Proficient
Administrative assistant/receptionist — Completed
March 2022
Using basic scheduling and organizational skills in an office setting Full results: Completed
Attention to detail — Proficient
March 2022
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Work motivation — Proficient
March 2022
Level of motivation and discipline applied toward work Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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