Post Job Free

Resume

Sign in

Loan Manager Document Specialist

Location:
Anderson, IN
Posted:
November 28, 2021

Contact this candidate

Resume:

Lisa K. Dodd

Anderson, IN · Cell: 765-***-**** · adpho7@r.postjobfree.com

Professional Summary

Enthusiastic Manager and dedicated employee with high integrity, strong work ethic and great leadership skills. Skilled at producing results in fast paced environments by adapting and implementing innovative strategies. Motivated and skilled employee with accurate and efficient delivery of time-sensitive risk information

Skills

●Correspondent Channel

●Secondary Market

●Credit Review

●Income/Asset Review

●Self- sufficient

●Manager/Supervisor

●Construction Lending

●Encompass experience

●Cash handling expertise Retail

●Top Performing Teller

●FHA loan process background

●Jumbo Loans

●Creative problem solver

●Exceptional communication skills

●MS Windows proficient

●DU / LP / GUS / Indiana Housing

●Customer service-oriented

●Deadline & Detailed Oriented

●Multi-Tasking

●Employee scheduling

Balance Closing Statement-post closing

Work History

Windermere Animal Hospital - 9/2021 to present- Receptionist

Duties: Customer Service, Answer phones, check patients in and out, set appointments, balance cash drawer, filing, recheck patients after appointments, order medications.

Homepoint Financial - 9/2020 - 6/2021

High Diligence Reviewer - Level II

Duties: Review submitted loan file data and documents, Review and data capture of initial and revised disclosures for timing and tolerance variances. Analyze loan files to ensure all calculations and related documents. Analyzing credit documents such as mortgage application, credit history, income documents, title documents, appraisals, and all compliance documents. Review, credit, and property evaluations to ensure the borrower has met qualification guidelines. Analyze copies of loan documentation, personal and business financial statements, and any other financial information as needed to support loan decisions. Evaluate debt ratios, loan to value ratios and credit.

Rowland Title Company, Inc - 9/2019 - 3/20/2020

Closing Department/Shipping/ Final Documents / Commitment Review

Duties: Ensure all Lender Closing Packages are shipped out daily to the Investor. Upload all closing documents to each file. Electronically upload Mortgages and Deeds for recordings. Once recorded I ship the Mortgage to the Lender and other necessary documents to borrowers. I also am in charge of making bank deposits and drop off and Fed Ex or UPS packages that need to be delivered to the Lender the next day.

Freedom Mortgage, Real Estate Financing- Fishers, IN

Document Specialist II - 8/2018 - July 2019

Duties: Work directly with the Transfer Coordinator who is in charge of setting up purchasing pools of Mortgage Loans from multiple banks. Images are sent in by copying them to Hard Drive, Thumb Drive or DVD/CD. All media is password protected. I check in the media received and create a path the images can be downloaded to by our IT department for an Analysis to be complete to validate if the images are legible.

Caliber Home Loans, Inc.- Anderson, IN

Mortgage Loan Processor, 06/2014 - 06/2018

Process and review credit and assets for loan files. Run DU and LP findings for approval. Types of loans worked on: Indiana Housing with Down Payment pAssistance and/or MCC, USDA, and running GUS for approvals, FHA, VA, Conventional loans. I have also processed new and existing Manufactured homes, and New Construction Loans.

Other duties: I have ordered appraisals and title work on loans, reviewed underwriter conditional approvals to obtain conditions from borrowers to prepare files for closing. I have also requested closing documents from the closing department for loan closing.

First Merchants Bank, NA- Daleville, IN

Post Production Manager and Construction Lending

07/1998 to 11/2013

Mortgage Post Production Manager and Construction Loan Manager with 23 years of experience in the banking and mortgage industry. Particular expertise in the Mortgage/Banking field with selling mortgages to the Secondary Market. Can work under pressure with constricted delivery expiration dates to fund our loans in a timely manner.

Managed a staff of 8, and prepared annual evaluations. To incorporate a cost-effective electronic delivery solution for the office, I helped implement the process of delivering files electronically to the investor secure website for prompt delivery of secure files. This saved the office money and time without the use of paper, and overnight delivery fees.

Education

High School Diploma: June 1987

Anderson High School- Anderson, IN

Additional Skills

25 plus years of Microsoft Office (Excel & Word).

Experience with Loan Prospector, Desktop Underwriter, Fannie Mae, Freddie Mac, FHA Connection, VA, and Freddie Mac Delivery System.

Management Training & Certification Courses within Corporation.

Construction Loans for newly built homes

Top Performing Teller in Banking

Outstanding Customer Service Award in Retail

Professional and Personal References are attached for your review

References:

Tracie Marling

Business Reference: First Merchants Bank

Cell: 765-***-****

Work :765-***-****

Email: tmarling@firstmerchants

Kathleen Marable

Business Reference : Homepoint Reference

Recently Retired - Manager

Cell Phone: 1-806-***-****

Email: adpho7@r.postjobfree.com

Crystal Everhart

Business Reference: Homepoint Manager

Cell Phone: 765-***-****

Email: adpho7@r.postjobfree.com

Teresa Geiger

Personal Reference

Cell & Work; 765-***-****

Email: adpho7@r.postjobfree.com



Contact this candidate