Loan Processor Customer Service

SHANA KAUPISH

**** ********* *****, *********, ** 28262 H: 704-***-**** *******@*******.***

Summary

Detail-oriented Mortgage Professional bringing over 7 years' experience in the field and looking for a challenging, growth-oriented position. Well-versed in Encompass,, DocVelocity and Fiserv loans. Adept at developing and deepening strong customer relationships. Have worked in FHA, VA and Conventional new construction and refinanced loans. Skills

• Lead support skills

• Regulatory compliance

• Encompass, Fiserv, DocVelocity,

Microsoft Office proficiency

• Software trainer

Customer service-focused

• Detail-oriented

• Excellent communication skills

• Organized

• Approachable

• Decision-making ability

• Problem solving

• Flexible

Experience

Loan Closer and Loan Processor August 2020- Sept 2021

• American Security Mortgage – Charlotte NC

• Gathered information for the loan application

• Collecting data from clients such as their assets, salaries, debts and employment status to fill in information for the loan application

• Researching and correcting mistakes in applications for clients

• Reviewing file documentation for missing or erroneous information

• Meeting loan application deadlines

• Assisting Loan Officer with requests and tasks needed to complete and process applications

• Coordinated with title attorneys to confirm closing requirements were met. Mortgage Loan Assistant

Round Point Mortgage – Ft. Mill, SC April 2019 to August 2020 Mortgage Loan Assistant Jun 2013 to Dec 2018

NVR Mortgage Charlotte, NC

• Loaded consumer loan applications into Encompass, DocVelocity and Fiserv programs

• Maintained confidentiality of bank records and client information

• Prepared daily branch appraisal payments

• Developed and maintained Encompass spreadsheets to track new construction loans

• Kept track of each loan from application to funding in terms of investor requirements and CFPB compliance

• Secured payments of appraisal fees by following up with customers which disregarded promise to pay

• Delivered prompt, accurate and excellent customer service

• Trained employees on Encompass, DocVelocity and Fiserv programs

• Assisted with the preparation of sales presentations

• Reached out to applicants to verify details and obtain additional information

• Directed specific questions to appropriate branch personnel

• Fielded incoming phone calls from customers and directed to corresponding department or individual for assistance

• Examined appraisal checks for identification and endorsement

• Adhered to regulatory and company security and audit procedures Teacher Aug 2007 to May 2011

Charlotte Mecklenburg Schools Charlotte, NC

• Developed individualized lesson plans based on each student's IEP goals.

• Employed a broad range of instructional techniques to retain student interest and maximize learning.

• Planned and implemented lessons using variety of teaching strategies to meet diverse student needs.

• Created and enforced child-based hands-on curriculum to promote student interest and receptive learning.

• Entered data into the online student information system.

• Worked outside normal hours to be available to answer parent and student questions. Education and Training

Master of Arts, Education 2009

Wingate University Wingate, NC

Bachelor of Arts, Governemt and Politics 1993

George Mason University Fairfax, VA

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