Customer Relationship Mortgage Processor
Resume:
Jeff Mason
Suffolk, VA. *****
Success Mortgage Partners – 09/2020 – Present
Processed FHA, VA, USDA, and Conventional Loans. Pipeline Management: 40-65. Encompass software. Work with CoreLogic Services, ensure ICD’s go out on time, manage lock dates, coordinate closings with title and the borrower. Ensure title is approved. Run Fraud Guard and other required services. Complete the full document process by managing the customer relationship from application to closing while ensuring that all necessary steps are in accordance with internal policies and procedures to bring the transaction to a ready to close status. Verify loan documents including income, assets, credit, appraisal, and title insurance; in addition to, verifying application for final submission to underwriting. Review file documentation and make sure all items needed are requested. State Farm Insurance Companies – 03/2019-09/2020
Service existing customers - with an active P&C license and manage CRM, work commercial business accounts and sales sell financial products.
Leader One 07/2017 – 03/2019 – Mortgage Processor
Processed FHA, VA, and (underwrote) Conventional loans, closing post-closing. Encompass Software. Pipeline Management: 40-50. Work with CoreLogic Services, ensure ICD’s go out on time, manage lock dates, coordinate closings with title and the borrower. Ensure title is approved. Research title work. Ensure ICDs went out on time. Complete the full document process by managing the customer relationship from application to closing while ensuring that all necessary steps are in accordance with internal policies and procedures to bring the transaction to a ready to close status. Verify loan documents including income, assets, credit, appraisal, and title insurance; in addition to, verifying application for final submission to underwriting. Review file documentation and make sure all items needed are requested.
Caliber Home Loans 10/2016 – 07/2017 – Mortgage Processor Processed FHA, VA, and (underwrote) Conventional loans, closing, post-closing, underwriter. Pipeline Management: 30-70. Work with CoreLogic Services. Pre underwrote Conventional Loans. Work closely with borrowers. Run Fraud Guard and all other required services. Researched title work. Ensure ICDs went out on time. Underwrote Conventional files. Complete the full document process by managing the customer relationship from application to closing while ensuring that all necessary steps are in accordance with internal policies and procedures to bring the transaction to a ready to close status. Verify loan documents including income, assets, credit, appraisal, and title insurance; in addition to, verifying application for final submission to underwriting. Review file documentation and make sure all items needed are requested.
Atlantic Mortgage and Funding 01/2014 – 10/2016 – Mortgage Processor Processed FHA, VA, and Conventional loans, closing, post-closing. Encompass Software. Pipeline Management: 40-80. Also, did post-closing, wires, and compliance. Worked with borrowers to compile documents needed. Run Fraud Guard and other required services. Researched title work. Ensure ICD’s went out on time.
RK Chevrolet 06/2012 – 12/2014 - Finance Manager
Processed financial loan documents, sold financial products. First National Bank 01/2010 – 06/2012 – Mortgage Processor Processed FHA, VA, and Conventional loans, underwriter. Encompass Software. Pipeline Management: 25-40. Worked with borrowers to compile required documents needed. Researched title work. Schedule closings.
Met Life 08/2007 – 01/2010 – Mortgage Processor
Processed FHA, VA, and Conventional loans, underwriter. Underwrote Conventional files. Pipeline Management: 30-50. Ran fraud services, scheduled closings with title and borrowers. Researched title work.
First Horizon Home Loans 11/2003 – 08/2007 - Mortgage Processor Processed FHA, VA, and Conventional loans, underwriter. Underwrote Conventional files. Pipeline Management: 30-50. Pre underwrote Conventional Loans. Scheduled closings with title and borrowers. Researched title work.
Conseco Finance 08/1999 – 11/2003 – Mortgage Loan Officer Originated conventional mortgage loans.
National City Mortgage 01/1997- 08/1999 – Mortgage Loan Officer Originated FHA, VA, and Conventional loans.
References provided upon request
Contact this candidate