Consumer Loan and Real Estate Mortgage/Title Insurance Banking and Financial Professional
CarolAnn Visich Engler
**********@*****.***
614-***-**** (cell)
614-***-**** (alt)
EXPERTISE
Exercise effective organizational and time management skills in daily performance
Ability to use analytical and problem-solving skills to provide solutions
Skilled in listening and responding to customer needs and concerns
Thorough knowledge of title law, regulations, mortgage processing, underwriting and banking guidelines
Skilled in Microsoft Word, Excel, Outlook
Preparation of loan documents / Post closing review and quality assurance
Mortgage Loan Processor
EMM Loans (Temporary) - Remote OH
July 2020 to September 2020
Responsible for managing a pipeline of 50-100 loans
Daily communication with borrowers to obtain information for underwriting
Verified employment, insurance, and all stipulations required for loan approval
Real Estate Title Insurance Loan Closing Coordinator
Associates Title Company- Remote OH
March 2020 to July 2020
Responsible for the timely production of real estate title commitments
Works closely with mortgage brokers and lenders to resolve and correct title discrepancies
Meeting production requirements with accuracy within Company guidelines and timelines
Customer Service Sales Specialist
Conduent Business Solutions - Groveport, OH
May 2018 to February 2019
Assisted inbound callers with purchase needs.
Explained product information.
Gathered knowledge to help consumers reach a total solution to their electronic ne
Loan Documentation Process Specialist
JPMorgan Chase (KForce) - Westerville,OH
April 2017 to December 2017
Reviewed consumer files to verify that the most current and correct authority
documents were used in order to validate and properly execute wealth management contracts.
Upon said review updated company databases as needed, and corrected any errors and/or omissions pertaining to said executed documents.
Real Estate Mortgage and Consumer Loan Closing Processor
Skye Closings - Gahanna, OH
September 2016 to February 2017
Received orders from various title agencies and finance companies. Delegated orders to qualified signing agents across the United States
Contacted signing agents to verify closing times and confirmation of closing status
Assembled closing packages and verify the documentation according to lender guidelines
Assistant Mortgage Loan Processor
Tower Mortgage/Physicians Loan (Robert Half) - Columbus, OH
March 2016 to July 2016
Assisted Senior Processor with daily volume of 75 - 250 loans
Verified loan applications for accuracy correcting any omissions and/or errors
Communicated with borrowers regarding loan application status
Collected required documentation for Underwriters, Title Companies and Mortgage Brokers
Human Resources Administrative Assistant
Exel Logistics/DHL - Groveport, OH
September 2015 to January 2016
Verified employee records in Kronos timekeeping application
Researched payroll discrepancies
Lead new employee orientation sessions
Provided company policy and procedure information to Associates upon request
Filed invoices and sensitive employee information in appropriate files
Utilized problem solving skills daily
Accounts Payable Clerk
Ohio Housing Finance Agency (Aerotek) - Columbus, OH
December 2012 to December 2014
Verified posted payments for the Save The Dream Ohio Project from loan servicers
Initiated payments to loan servicers to cover shortages
Processed payment changes requested by loan servicers (upwards of 2,500 per month)
Updated information on Excel worksheets daily
Scanned pertinent documents into electronic filing system
Administrative Support and Real Estate Mortgage/Title Insurance Processor
Private Contractor - Columbus, OH
March 2006 to November 2012
Huntington National Bank - Performed mortgage Loan Processing/Closings
JPMorgan Chase - Performed Data Entry, Word Processing and provided customer service to consumers via phone in a busy call center environment
Northwest Title Insurance Companies - Initiated, reviewed and satisfied all aspects of real estate title transactions
Trident Title Agency - Ensured real estate transactions compliance with government and company guidelines
Real Estate Title Insurance Processor/Closer
Landsel Title Agency - Gahanna, OH
April 2001 to February 2006
Responsible for the timely production of real estate title commitments and policies
Worked closely with mortgage brokers and lenders to resolve and correct title discrepancies
Consistently met or surpassed daily production requirements for accuracy and timelines
Real Estate Title Insurance Processing and Closing Department Manager
First Ohio Title Agency - Columbus, OH
August 1997 to March 2001
Successfully managed a staff of four processors
Responsible for ensuring the productivity and accuracy of each team member
Personally completed over 3,000 final title policies within a six month period
Promoted from Order Entry Associate to Department Manager in two years