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PreCloser Funder PostCloser Loan Officer

Schererville, IN
February 19, 2020

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Serrita Conner



Financial professional with an extensive background in the area of Finance and Credit Collections

Educational experience includes successful execution of business practices and development of key financial statements

Developmental strategies have included implementation of business plans and marketing plans, resulting in increased profitability

• Customer focused client service specialist who understands the importance of customer service in servicing and mortgage industry

Promoter of compliance of client, credit risk, and legal standards

Experience analyzing credit risk at the loan and portfolio level WORK EXPERIENCE

StoneGate Mortgage/Home Point Financial Corp, (2013-2018) Pre-Closer/Funder/Post Closer

Prepare accurate closing packages, adhering to agency and investor guidelines, as well as federal and state regulations

Accurately fund loans

Communicating daily with both by telephone and in writing with internal and external partners; providing clear answers to questions.

Explain the complex data in simplified terms

Validate the document to ensure accuracy, authenticity and legality within the data, document's format and procedures

Conduct maintenance of document databases as per the standards, procedures and regulations as applicable

Check the information disclosed within the documents and ensure no information of confidential, offending or illegal in nature is included

Develop and maintain relationships with Company’s clients and various third-party vendors, including collateral document custodians and the Company’s attorney network

In depth knowledge of managing clients’ accounts ensuring total satisfaction at all times

Handles large volume of data with attention to detail

Review completed closing file documents to ensure compliance with investor guidelines.

Obtain missing/inaccurate documentations from the borrower and/or closing agent.Make supervisor aware of potential delivery delays to avoid rate lock expiration possible suspense penalties.

Review fees that has been collected at the time of closing with the final HUD,GFE, and the system.

Resolves any suspense conditions on files.

Addecco Staffing- Fifth Third Bank (2009-2013)


Check and prepare executed loan documents for funding in various states

Prepare wire transfers to send for title company to disburse on closed loans

Schedule and assign loans to closers

Request funding documents from title company

Check documents for accuracy and compliance issues

Assign all new loans to assigned loan originators and processors

Order all appraisal, title and other specific loan documents

Obtain and review documentation for accuracy and authenticity

Prepare files for investors to review and fund loans on a timely fashion

Reviews approved applications and contracts to ensure stipulations and conditions have been met and are in adherence to Company policy.

Prepared all loan documents for complex loan packages and ensures company policy and procedure. Venturi Staffing Partners (2008-2009)

Item Processor

Check processing operations including receiving, blocking and check sorting.

Perform a variety of clerical duties in account payables and receivables

Post transactions involving cash receipts, disbursements, accounts payable and receivables.

Process purchase orders from start to finish including payment.

Analyze and reconcile vendor statements and balance vendor accounts; request refund checks for credit balances on account and set up new vendor account

Serrita Conner


A&R Mortgage (2004-2007)

Senior Loan Processor

Review mortgage loans in accordance with underwriting guidelines ensuring secondary market salability and investor salability

Complete Credit approval checklists and appraisal reviews

Process new applications in a timely manner

Knowledge of Federal and State regulations requirements

Process FHA and Conventional Loans

Gathers all documents required for loan approval and submit to underwriting

Process external and internal payoffs for old mortgages and lines of credit

Ordered title, verification of employment, deposit, rent and mortgages, and payoffs

Requested documentation for subordination requests

Coordinated Loan closing with borrowers, Loan Officers and title company

Reviewed appraisal, flood certification and other documents, updating the file system as necessary. EDUCATION

National Institute of Careers

Graduation: June 1986


Microsoft Suite, Oracle, Lotus Notes, Calyx Point, Unifi and E3 Encompass

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