Dana Casalena

856-***-**** adsnjf@r.postjobfree.com Buena, NJ 08310

SUMMARY

Mortgage industry professional with comprehensive knowledge of conventional and government loan programs. Thorough in gathering borrower's information, verifying loan documents, and reviewing file documentation to guide each loan from pre-approval to closing. SKILLS

Excellent communication skills MS office knowledge Excellent time management skills Detail oriented

Encompass knowledge FHA and VA knowledge

EXPERIENCE

Contract Mortgage Processor, DMC Mortgage Processing- Self-Employed, January 2022-Current

Manage mortgage conditions sent from underwriting departments

Reviewed initial loan package from compliance and completeness from loan officer documentation.

Review loan package submittal with all required documentation for mortgage underwriters.

Fulfill any conditions designated by the underwriter within service level agreements and lending guidelines.

Remote Senior Account Manager, Stockton Mortgage,07/2020-10/2021

Reviewed initial loan package from compliance and completeness from loan officer documentation.

Reviewed loan package submittal with all required documentation for mortgage underwriters.

Fulfill any conditions designated by the underwriter within service level agreements and lending guidelines.

Collaborated with third parties, including county clerks and title companies Remote Wholesale/ FHA Mortgage Processor, Firstrust Bank, November 2016-July 2020 Horsham, PA

Examined and verified information in loan application and closing documents.

Reviewed initial loan package from compliance and completeness from loan officer documentation.

Reviewed a loan package submittal with all required documentation for mortgage underwriters.

Fulfill any conditions designated by the underwriter within service level agreements and lending guidelines.

Mortgage Loan Coordinator, Trident Mortgage Group, December 2015-November 2016 Mount Laurel, NJ

Submitted loan applications to the underwriter for verification and recommendations.

Complied applications and paperwork and double-checked for accuracy.

Developed and maintained relationships with local real estate agents.

Met with applicants to obtain information to streamline loan application process. Mortgage Loan Specialist, Beneficial Bank, January 2014-December 2015 Burlington, NJ

Complied applications and paperwork and double-checked for accuracy.

Submitted applications to credit analysts. Developed and maintained relationships with local real estate agents.

Originated loans and assisted senior-level credit officers with complex loan applications.

Reviewed loan agreements to verify completeness and accuracy according to applicable policies.

Met with applicants to obtain information for loan applications and answer questions about processes.

Reviewed credit histories from applicants and determined feasibility of granting requested loans. CSR 3, Beneficial Bank, October 2012-January 2014 Sicklerville, NJ

Offered every customer exceptional service level by remaining friendly and professional during every transaction.

Prepared official checks for customer and internal bank needs.

Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets. Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.

Managed customer referrals to help financial services team members capitalize on sales changes.

Established new accounts and created memberships, resulting in increased loans and earnings. Assistant Head Teller, TD Bank, August 2011-May 2012 Sicklerville, NJ

Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.

Performed basic administrative tasks regarding banking products by handling phone inquiries and emails.

Balanced bank's vault of daily cash for withdrawals and deposits.

Completed monthly audits and managed overdraft reports.

Researched and resolved open items and deposit issues.

Performed currency transaction reports for foreign currency.

Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.

Reconciled loan totals and balanced daily cash deposits and bank vault inventory with zero error rate.

Earned high volume of referrals as part of bank's sales incentive system.

Maintained confidentiality of bank records and client information.

Researched and resolved customer issues on personal savings, checking and lines of credit accounts.

Ordered checks, placed stop payment orders and conducted additional special services for customers.

Trained employees on cash drawer operation.

Identified and reported suspicious behavior to security personnel as appropriate.

Met or exceeded sales goals by promoting bank products and services in customer interactions.

Opened new checking, savings and lines of credit for customer accounts.

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