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Closing Coordinator Customer Service

Location:
Tracy, CA
Posted:
July 21, 2022

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Resume:

Leah Brown

Tracy, CA

adrtso@r.postjobfree.com

+1-209-***-****

Seeking a position which will require me to utilize my skills, passion to help others, and years of experience to ensure the company's success.

Work Experience

Mortgage Loan Closer

Success Mortgage Partners - Remote

August 2021 to March 2022

Drove performance and process improvements by performing frequent evaluations of business operations, current procedures and personnel actions Handled inbound calls and about 10-15 loans a day

Maintain highest level of customer service to ensure lasting relationships with business partners Review and sign off on pending conditions and update all parties accordingly Approve and request fundings

Audit and review signed closing document packages for completeness and accuracy Order wires for fundings

Expert with Encompass

Review hazard and ood insurance policies for completeness and accuracy Request and review tax certs to confirm if taxes are paid up to date Confirm vesting with escrow company

Review documentation completeness and accuracy required to generate closing package Work with escrow/title agent to ensure Closing Disclosure is correct Request and review Closing Protection Letter and Title Commitment Produce ICD and loan documents, adhering to TRID timelines Communicated with all parties involved in transaction Mortgage Loan Closer

One American Mortgage - Remote

April 2020 to May 2021

Produce ICD and loan documents, adhering to TRID timelines Maintained professional manner in all customer interactions, answered concerns and resolved problems with friendly and knowledgeable approach

Drove performance and process improvements by performing frequent evaluations of business operations, current procedures and personnel actions Mortgage Loan Closer

Bay Equity LLC - Remote

September 2019 to April 2020

Produce ICD and loan documents, adhering to TRID timelines Audit and review signed document packages for completeness and accuracy Approve and request funding

Review and sign off pending conditions and update all parties accordingly Coordinate with Escrow/Title Agent to meet deadlines with respect to contract expirations and wire cutoff timeframes

Maintain highest level of customer service to ensure lasting relationships with business partners and clients

Audit and implement corrective action on funded loans Complete verbal verifications prior to sending documents Order wires for ndings

Expert with Encompass

Lead Sales Associate

Sprint Wireless - Brentwood, CA

August 2017 to June 2019

Responsible for selling products and services to new and existing customers Responsible for meeting current sales metrics and adhering to all sales processes and procedures established by region and corporate oce

Execute promotions and meet or exceed established sales goals as set forth within district Monitor store merchandise to maintain optimum inventory level while maintaining store standards and appearance as established by store manager

Provide data as requested by SM/DM and completing weekly reports as required Responsible for cold calling and supporting sales cross promotions Provide exceptional customer service to enhance the customer experience Closing Coordinator/Closer

Endeavor America - Remote

May 2015 to March 2017

Monitor daily reports

Complete verication of employments to conrm borrowers were still employed at time of closing Complete LDP/GSA as requested by the Q.C and Risk Department Complete the closing coordinator checklist on all loans Request and upload tax transcripts daily for underwriter review Review Closing Protection Letter for accuracy, request corrections if needed Review hazard and ood insurance policies for completeness, request corrections if needed Request and review wiring instructions from title company Review documentation required to generate, deliver and conrm receipt of the initial Closing Disclosures within the required time frames

Communicate (e.g., email, telephone, etc) with clients as needed to resolve discrepancies that may arise with the

Closing Disclosures, funds to close, documents

Verify information and prepare closing package

Approve nal Closing Disclosures and ensure closing package is approved for signing Conrm cash to close, minimum investment, fee changes, tolerance cures are accurate and approved by Underwriter

Work with all parties to ensure closing takes place on time to meet desired COE date Assist other departments as needed

Loan Officer Assistant

First California Mortgage - Remote

May 2014 to November 2014

Manage new and existing leads weekly

Performs initial setup of les in system

Send correspondence such as marketing pieces, thank you cards, newsletters monthly, closing cards and magnets

Reach out to new and existing realtors and brokers Requested required documentation from borrowers

Request and upload tax transcripts

Review hazard insurance policies for completeness, request corrections as needed Responsible for cold calling new leads

Handled the loan ocers emails while she was away or unable Funding Assistant

RPM Mortgage - Alamo, CA

August 2010 to May 2014

Assist in all funding duties with Funding Manager

Review wiring instructions and conrm are ready to close Preparing and balancing funding wires

Assist in the management of multiple warehouses lines with $30 million+ volume each month Manage and fund 100+ loan ndings each month

Completed verication of employment to conrm borrowers were still employed at time of closing Ran and uploaded MERS to each le per each borrower Ran and uploaded credit reports at time of loan closing Expert with Encompass

Review hazard and ood insurance policies for completeness and accuracy Request and review tax certs to conrm if taxes are paid up to date Conrm vesting with escrow company

Review documentation completeness and accuracy required to generate closing package Work with escrow/title agent to ensure Closing Disclosure is correct Request and review Closing Protection Letter and Title Commitment Report, requested updates from escrow as needed

Order wires for funding

Expert with Encompass

Education

Certificate in Medical Assisting

Western Career College

September 2009 to June 2010

High School Diploma

Duncan Russell School

Skills

• Escrow

• Sales Support

• Fair Housing Regulations

• Account Management



Contact this candidate