Senior Mortgage Assistant

Profile

During my ** years as a professional, I have gathered experience as an administrative assistant, business development supervisor, operations manager, paralegal, and senior sales assistant. I specialize in organization, problem solving, and collaboration, with both internal and external customers, to assure business objectives and deadlines are met. I also have extensive experience in maintaining the privacy of confidential legal and financial documents. As a certified paralegal, I helped facilitate the purchase, sale, and development of commercial real property, drafted legal real estate documents, and summarized contracts. I especially enjoy working with clients and business partners to maintain strong business relationships.

SENIOR SALES ASSISTANT, FLAGSTAR BANK; SAN JOSE, CA JANUARY 2017-FEBRUARY 2020

- Manage vast array of complex assignments to ensure deadlines are met.

- Cross functional calendar and office expense management.

- Interface with customers to explain loan processes, set delivery expectations, identify key goals for their mortgage needs, and provide information which will help their transactions close smoothly.

- Structure complex loans and research guidelines to determine best loan structure.

- Pre-underwrite loans and manage inside and outside customer requests.

- Analyze complex income and asset documents.

- Collaborate and problem solve with sales team and operations support. CERTIFIED PARALEGAL, LMA LAW, LLP; SAN JOSE, CA

APRIL 2014 - JANUARY 2017

- Draft deeds, declarations, UCC and reconveyance documents, affidavits, escrow instructions, entity filings, and other legal notices.

- Maintain office expense documents and reporting.

- Analyze and summarize complex contracts and corporate agreements.

- Maintain corporate minute books and time sensitive entity filings.

- Conduct legal research and draft summary.

- Collect, analyze, and summarize real property title information and recorded documents.

- Prepare client Closing Binders containing all property related data and transaction documents. OPERATIONS MANAGER, LANDMARK MORTGAGE, A DIV. OF FLAGSTAR BANK; PLEASANTON, CA AUGUST 2012 - MARCH 2014

- Manage team of 10 Processors, Pre-Processors, and Production Assistants.

- Structure complex loans and analyze complex income and asset documents.

- Collaborate to resolve underwriting and compliance escalations. Celina Martinez

408-***-**** adefwh@r.postjobfree.com 485 Crosslees Drive, San Jose, California 95111

- Manage branch pipeline of 180+ loans to ensure staff production goals and deadlines are met.

- Analyze workflow processes to improve branch production. BUSINESS DEVELOPMENT SUPERVISOR, OPES ADVISORS, A DIV. OF FLAGSTAR BANK; LOS GATOS, CA NOVEMBER 2009 - AUGUST 2012

- Create and administer regulation, process, guideline, and processing systems trainings.

- Travel regularly to onboard new branches and provide sales and operations support during on boarding/transition period.

- Analyze quarterly/annual departmental performance. Prepare quarterly/annual business plans.

- Create and manage B2B relationships.

- Provide sales and appraisal underwriting escalations support.

- Underwrite Conventional loans during spikes in volume. LOAN PROCESSOR/OFFICE MANAGER, GOLDEN STATE MORTGAGE; SAN JOSE, CA OCTOBER 2005 - NOVEMBER 2009

- Process mortgage applications.

- Establish and maintain B2B relationships.

LOAN PROCESSOR, AMERICAN FAMILY FUNDING, CAMPBELL, CA FEBRUARY 2002 - OCTOBER 2005

- Process mortgage applications.

- Act as administrative assistant to sales.

Education

Kaplan University Associate's Degree, Legal Studies, 2015 - 2017 References

Available upon request.

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