LM

LISA MOORE

adt7db@r.postjobfree.com 719-***-**** Colorado Springs, CO 80926

MORTGAGE Knowledge of first mortgage processing, automated underwriting background and LP/DU, Fannie Mae and Freddie Mac. Familiarity with VA and FHA mortgage products Top producer in Wholesale Processing 3 Years in a row. Recognized in quarterly operations meetings. Ability to adapt and work with several different brokers and processors Budget administration, Market Analysis, Administrative Skills, Contract Negotiations, oversee multiple projects Vendor negotiations, provided excellent customer service to internal and external customers, clients, vendors; Customer Relations Subject Matter Expert for a team of loan processors; Staff Development/Training Enthusiastic and determined Wholesale Account Manager displaying genuine passion for wholesale brands and products. Swiftly educates and engages customers on benefits of client's products. Utilizes state-of-the-art training and technology as recognized brand ambassador.

Detail-oriented Mortgage Processor with 8 years of experience in Mortgage industry. Expert in several loan options for purchases of such as VA, FHA, USDA and CHFA sales with training in use and inventory management. Outgoing individual with dedication to best-in-class customer service. Planning and Coordination

Sales Closing

Product and Service Knowledge

Mortgage Knowledge

Customer Needs Assessment

Planning & Organizing

Training & Development

Supervision & Leadership

Active Listening

Reliable & Trustworthy

Relationship Building

Organizational Skills

Microsoft Office

Problem Resolution

Basic Math

Team Building

Good Work Ethic

Customer Service

Computer Skills

Friendly, Positive Attitude

Critical Thinking

Team Management

PROCESSOR MORTGAGE SOLUTIONS

SPRINGS, CO.

WHOLESALE MORTGAGE

05/2019 - 10/2022

TOP PRODUCER 3 YEARS IN A ROW

Recognized as such in every quarterly operations meeting Worked directly with brokers and their processors on various types of loans, including both purchases (FHA, VA, and USDA) as well as refinances

Obtained employment verifications and landlord verifications Set up file for underwriter review- checked credit report against liabilities, assets, correct employment information

Once conditionally approved by underwriting, communicated directly with broker and processor on conditions, made certain the initial disclosures were signed, and if not, sent a copy to both the borrower and the broker for signature

Processed uploaded conditions from brokers processor, reviewed documents to ensure they would satisfy the condition Summary

Skills

Experience

If not, I would communicate to them what was needed Weekly updates were sent out on every file

Was responsible for seeing the loan all the way through funding, including obtaining a final employment verification.

NEW AMERICAN FUNDING

COLORADO SPRINGS, CO

LOAN OFFICER

ASSISTANT/TRANSACTION

COORDINATOR I

06/2017 - 01/2019

Assisted Loan Officers to set up loan file (collecting initial borrower loan documentation, sending borrower loan disclosures for signature) in order to have a complete application and file to submit to processing/underwriting

Ran AUS/DU/LP

Ordered property appraisal

Once underwriting gave conditional loan approval, I would work closely with the borrower to collect additional documentation to clear conditions and submit file back to underwriting for clear to close Worked with title companies to ensure clear title while assisting processor to collect HOI information and bind policy to balance figures for HUD statements

Communicated with real estate agents weekly for status updates on loan progress.

ISGN/FREEDOM MORTGAGE

COLORADO SPRINGS, CO

LOAN PROCESSOR

01/2016 - 02/2017

Maintained a pipeline of 80+ VA IRRRL & FHA Streamline loans 2 Top Producer in the Site; Closed/funded over 100 loans for four months in a row

Requested, tracked and reviewed customer loan documentation (including necessary disclosures, titles, appraisal reports) to ensure loan files were complete for submission to underwriting; to assure processing timeframes were being met

Maintained/recorded updates/status' in the loan originating system to ensure loans were moved to the appropriate stages of the loan process Resolved issues and assisted with clearing conditions, submitted fully processed files to the Underwriting Department for a final decision Provided excellent customer service to all internal & external customers when providing updates throughout the loan process Cont. COMCAST COLORADO SPRINGS CO

CUSTOMER ACCOUNT MANAGER

01/2013 - 07/2015

Provided exemplary customer service to create/develop “Customer Retention” and loyalty

De-escalated customers that called in with complaints/concerns or wanted to cancel service through active listening, empathy, professionalism, and problem solving

Acted as a product consultant/promoting & recommending products Demonstrated ability to meet and exceed established goals and performance metrics; performed other miscellaneous duties as requested Team player and able to work well independently with little supervision. Palomar College San Diego, CA

Associate in Criminal Justice

Proficient in Microsoft Word and Outlook; familiar with Excel Education and Training

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