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Executive Assistant Escrow

Location:
Orange County, CA
Posted:
September 26, 2022

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Resume:

adsq2y@r.postjobfree.com Cell 949-***-****

** ****** ******** ****** ***** Margarita CA 92688

Natalie Vienna-Burnard

Objective

I am seeking a challenging career in which I can use my strong and varied skill-set to help a progressive and stable organization meet and surpass its goals; as well as further my own growth, development, and education within the industry. Multi-talented self-starter and team player. Flexible in meeting new challenges and tackling changing priorities in creative environments. Professional Experience

Retail Division Appraisal Manager for West Coast, Mid-West and East Coast, loanDepot, Remote, CA 06/2021 - Current

• Overseeing the daily operations for 12 of the 15 retail regions to include 193 Loan officer branches from west coast, mid-west and east coast.

• Supervising personnel of 32-54 employees SLAs and pipelines, planning the divisions daily, weekly, monthly meetings and recap agendas and hosting all meetings.

• Overseeing daily activities to improve overall business functions

• Created all reporting for KPI metrics and excel formatted strategic business plans, policies and business goals.

• Training for all department needs thru MS Teams, Zoom, and Google Hangout /Classroom setting

Training and Development Sr. Processing Trainer, loanDepot, Remote, CA 06/2020 - 6/2021

• Live trainings thru zoom and MS teams to teach the process and procedures of loan processing

• Assessing employee skill levels, identifying training needs, making sure training goals align with corporate objectives and creating development programs

• Designed and created the power hour FAQs tracked and visually walked thru all questions to resolution, was able to relate to all styles of learning Senior Account Manager III, loanDepot, Foothill Ranch, CA 08/2019 - 6/2020

• Working directly and effectively with underwriters and loan officers to understand the financial picture of the customer

• Meet crucial deadlines and SLAs, while keeping borrowers and team up to date

• Gather and input proper loan information

• Take each file from pre-approval to closing

• Read and understand appraisals, AUS findings, title and credit reports

• Responsible for making sure all loan documentation is complete and complies with company guidelines and policies

melloHome Concierge, loanDepot / melloHome, Foothill Ranch, CA 03/2018

- 08/2019

• Responsible for serving as the primary point of contact for the mellohome network ecosystem including consumers, real estate agents, real estate brokers, and loanDepot loan officers and processors.

• Responsible for monitoring the engagement between all parties throughout the purchase process by providing feedback (as needed), remediating issues and following-up with any outstanding items to help ensure a great consumer experience in shopping for a home all the way thru closing.

• Connecting borrowers with real estate agents within our network to ensure a good fit for borrower and their needs

• Connecting borrowers with loanDepot loan officers and being the liaison between real estate agent, borrower and loan officer.

• Because our communication with all parties is so strong, we provide loan officer updates once the homebuyer has gone into contract assisting in keeping more loans with loanDepot and not losing these to another lender Appraisal Coordinator III, loanDepot, Foothill Ranch, CA 07/2017 - 03/2018

• Manages inboxes and routes escalations to the appropriate party in a timely and efficient manner

• Proactively oversees and manages pipeline reporting for various tasks.

• Responsible for tracking and logging data points as directed for visibility on escalated file issues and other types of files.

• Communicates with internal and external customers regarding file status and follow ups.

Escrow Assistant III, loanDepot / LD Escrow, Lake Forest, CA 05/2016 - 7/2017

• Manage the complete escrow process

• Review any title commitments - such as liens and identify and help to clear any title issues

• Request the payoff demand statement from the current lender and arrange for the preparation of vesting deeds if applicable

• Receive the signed documents from the Notary, performs a QC audit, and coordinate any corrections and resigning of documents, if necessary, send recording documents to title provider and provide the title company information regarding any liens, judgments or taxes that need to be paid

• Maintain non-interest-bearing trust accounts as required during the escrow process

• Give the title provider authorization to record documents at the appropriate time

• Disburses files and issue checks as needed during the closing process

• Provide copies of the final closing statement and disclosure to you and your lender

Credit Analysts, Verification Specialists, Jr. Mortgage Banker, Underwriter, loanDepot, Foothill Ranch, CA 07/2014 - 05/2016

• Started as JMB, 11 months later promoted to Verification Specialists, then promoted to Underwriter (Credit Analysts)

• Underwrote personal loan files for Identity, Income eligibility and Investor compliance.

• Verified Documents to verify that they were complete and not fraudulent documents.

• Calculated income through system and manually to make sure calculations are within policy.

• Uploaded documents, verified borrower info, verified accurate and proper documentation in file, etc.

• Verbal Verifications with borrowers to finalize loan and submit to funding.

• Excellent verbal communication phone skills

• Provided excellent customer service to potential customers - verified information provided on the online application; answered questions; offered assistance; and identified customer goals and objectives Event/Travel Coordinator / Executive Assistant to VP of Finance and Real Estate, Tilly’s Corporate, Irvine, CA 12/2007-8/2012

• Responsible for coordinating travel arrangements with hotels, airlines, car rental companies, etc. in a timely manner, provide budget spread sheet when completed

• Reconciled monthly credit card charges related to travel to support documentation and resolve any discrepancies immediately, several statements were under my approval

• Prepared spreadsheets and analytical reports on Travel as requested

• Experience with multiple airlines and websites for booking best cost- effective way for to meet company budgets

• Maintained strict budget for all areas: travel, personal, production, events, etc.

• Planned all travel for Holiday Party to include all RSC, DC Management Team, Regional Managers, District Managers, Store Managers and all Store Ops, to include: Bus Schedules coordination’s, dinner arrangements, contracts for banquet halls and event centers, assisted by legal counsel.

Escrow Officer Local and National Divisions, LandAmerica Commonwealth, Irvine, CA 12/2005-10/2007

• Quickly became an asset to this small office in need for an escrow assistant within two team unit

• Continued to learn and grow in all aspects of escrow processing at both the local and national level

• Utilized previous relationships to almost double the office growth requiring the addition of second assistant. During that time of growth, I was offered on job training into sales transactions

• Handled all of local and national refinances: create new file internally to include title search as well as first stage document creation and execution to client. Order process, and reconcile payoff demands as well as State and IRS liens and judgments. Reconcile and close files with clients to include broker, financial institutions, title companies, state and federal lien holders, private beneficiaries, etc.

• Maintained employment while many other companies were consolidating and eventually closing their doors. Remained one of the last assistants on Land Am payroll in the South Orange County region after massive company layoff.

Office Manager / Jr. Processor – Venture West Funding, Irvine, CA 2002- 2005

• Primary liaison between consumers and various financial institutions

• Assisted cliental in the successful completion of obtaining a loan and all necessary paperwork to closing of loan

• Maintained high-end phone lines and organizing of all documents thru the office

• Responsible for coordinating travel arrangements with hotels, airlines, car rental companies, etc.

• Created a filing system for all tracking and paperwork due to travel and expenses

• Maintained a personal and travel budget on a corporate level Programming and Software Skills

Microsoft Visual Basic, HTML, Microsoft Office, Microsoft Windows, Adobe PhotoShop and Illustrator,

Powerpoint and Microsoft Excel.

Google programs and google Docs

LoanDepot programs: FNC, CMS, Appraisal Portal, melloPOS, Envision, Empower, M4, Lexis Nexis, Equifax, and The Work Number. Mellohome programs: CRM SalesSource, SharePoint and Trello Education

Early Childhood Education / GED – Saddleback College, Mission Viejo, CA / Irvine Valley College, Irvine CA / Crafton Hills College, Yucaipa CA



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