Claudia Lopez

Phone: 510-***-****

Email: adl05b@r.postjobfree.com

Concord, Ca

Summary

●Able to complete projects before the deadline

●Able to work in a fast- paced environment

●Detailed oriented

●Team player

●Customer Service experience

●Bilingual English and Spanish

Experience

Parkside Lending 3/2020 to current

Post Closer Coordinator (remote position)

Review Non-delegated correspondent loans, conventional and government loans

Emailed suspense conditions to investors prior to purchase

Manage Post Closing- wet state PCCD’S pipeline

Review loans with a suppressed cure fee

Review signed cd and request recorded documents from title to confirm final recording fees

Process cure on LQB if needed after reviewing recorded documents

Work on investor conditions pipeline, provide investor conditions in order to get loan purchased according to their guidelines.

Parkside Lending 10/2019 to 2/2020

Insuring Specialist (remote position)

Review, and insure FHA loan files per guidelines

Responsible for performing a detailed post-closing analysis of closed FHA loans

Submit full case binders to HUD when they are selected for review

Parkside Lending 6/2019 to 9/2019 Walnut Creek, ca

Shipping Assistant

Deliver CMC Freddie loans on Freddie’s portal

Scan and upload doc packages that come in daily and update excel list

Note delivery daily to the correct investors and follow investors stacking order

Assist with different trailing docs reports

Review and scan title reports that are received daily

Benefitmall (Temp) 6/18 to 12/18 Concord, Ca

Proposal Consultant (remote position)

●Work with the sales team as needed to identify plans to quote

●Generate proposals using various internal software and resources

●Maintain and monitor carrier contacts for quoting assistance, files and production reports

●Print enrollment kits and mail them to the broker sales executive

●Assist with scanning new business applications into our system

●Assisted Admin with mail merge and other duties as needed

Amerit Fleet Solutions (Temp) 1/ 2018 to 5/ 2018 Walnut Creek, Ca

Human Resources Coordinator

●Verify I-9 documents and process E-verifications

●Process new-hire, status change paperwork

●Ensures proper onboarding of new team members

●Acting as a liason between employees and background check companies

Stearns Lending 3/2014 to 11/2017 Concord, Ca

Lead cd drawer & doc drawer

●Review settlement statement and enter fees on our system

●Issue initial closing disclosure and email it to the borrower

●Review doc order request and prepare docs on dry and wet states

● Email docs to the closing agent

Quality Insuring Auditor – CMG Financial 4/2013 to 1/2014 San Ramon, Ca

●Review VA, FHA and USDA loans in a timely manner

●Make sure that all insured loans contained all required documents

●Email the proper department for missing or signed documents needed to complete the file

●Input data into the FHAC, VA portal and USDA Linc

●Assist the shipping department when needed

●Assist management with any special projects

●Data Entry in excel work sheet

Pinnacle Capital Mortgage 3/2011 to 2/2013 Concord, Ca

Lead Underwriter Assistant

●Order desk and field reviews

●Pull Credit refresh

●Order Flood cert on all files

●Order 4506

●Complete VVOE on all files

●Trained new staff

Bank of Commerce 1/2009 to 2/2011 San Ramon, Ca

Lead Doc Drawer/ Funder

●Review loan package for require documentation

●Ensure loan documents and closing time frames meet compliance guidelines

●Release documents to title/escrow once all conditions are met

●Review signed docs and get loan ready for funding

Bank United 9/2004 to 5/2007 Concord, Ca

Mortgage Processor (Remote position)

●Enter and verify loan information on our system

●Obtain missing documents and verify document accuracy directly with the broker

●And all involve parties in the transaction

●Upload loan conditions and move file to Underwriting once all conditions have been met

●Order appraisal, credit report, flood cert and complete vvoe on all files

●Run DU and LP for the UW when needed

Wells Fargo Fraud Department 3/2002 to 7/2004 Concord, Ca

Fraud Specialist (call center remote position)

●Responsible for monitoring debit and credit card activity

●Handle inbound and outbound calls in a call center environment

●Investigate allegations of fraud and open a claim

●Handle the cases for the Spanish speaking customers

Wells Fargo Bank 04/2000 to 02/2002 Concord, Ca

Customer Service Rep

●Open checking, saving and credit card accounts

●Assist customer with account issues

●Assist with ATM deposits

●Crossed train as a teller

Golden Gate Regional Center 04/1996 to 02/2000 San Francisco, Ca

Admin Assistant

●Keep client files up to date

●Mail merge

●Schedule appointments for social workers

●Schedule meetings for the director and case managers

●File documents and complete general office duties

●Assisted the records department when needed

●In charge of office Equipment

Additional Skills

●Time Management

●Initiative

●Self-motivation

●Adaptability

●Continuous Learning

Education

Computer Learning Center 1998 to 1999 San Francisco, Ca

City College 1992 to 1994 San Francisco, Ca

Westmoor High School 1988 to 1991 Daly City, Ca

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