Personal Assistant Customer Service
Resume:
Kathleen Mctiernan
Bellflower, CA *****
*************@*****.***
Authorized to work in the US for any employer
Work Experience
Loan Funder
United Fidelity Funding - Newport Beach, CA
August 2020 to February 2022
• Funded conventional, FHA, VA as well as Non QM loans.
• Funded loans at Texas Capital Bank as well as Origin.
• Worked directly with Title, Escrow, Warehouse banks and Brokers to ensure quick and efficient funding of all loans.
• Completed and sent all Post Consummation Closing Disclosures. Loan Funder
Residential First Mortgage - Newport Beach, CA
March 2020 to August 2020
• Funding with Flagstar and UWM
• CD preparation
• Checking all loans for TRID compliance
• Cleared underwriting conditions from Flagstar as well as UWM Funder/Post Closing/VA-FHA Insurer, Loan Processing. Secure One Capital - Costa Mesa, CA
June 2015 to April 2019
• Funding FHA, VA, Conventional and Non-QM mortgage loans
• Ensured swift turn times for VA & FHA insuring
• Responsible for post-closing file packaging and clearing of trailing docs
• Built and exceptional working relationship with title, investors and our warehouse bank
• Ordered appraisals
• Updated borrowers, brokers, underwriters and funders on the status of the loan.
• Verified borrowers employment.
Office Administrator
Excel Construction - Costa Mesa, CA
June 2014 to June 2015
Worked with prominent clients which included B of A, Wells Fargo and dispatched the appropriate service technician to meet the client's needs, from plumbing to electrical to structural. Accounts Receivable/Accounts Payable/CSR
Legal Help Group - Costa Mesa, CA
April 2012 to June 2014
* Reviewed time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies
* Processed paperwork for new employees and entered employee information into the payroll system
* Processed and issued employee paychecks and statements of earnings and deductions
* Kept track of leave time, such as vacation, personal, and sick leave, for employees.
* Conferred with customers by telephone or in person to provide information about services or obtained details of their concerns
* Checked figures, postings, and documents for correct entry, mathematical accuracy, and proper billing codes
Administrative Assistant/Accounting
National Advocacy Group - Costa Mesa, CA
August 2010 to April 2012
* Completed work schedules, managed calendars, and arranged appointments
* Supervised the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
* Assisted office personnel in any other duties that needed to be completed
* Compiled, copy, sort, and file records of office activities, business transactions, and other activities Executive Assistant
Accounting Law Offices of A. Kassas - Costa Mesa, CA October 2007 to August 2010
* Managed and created new customer file intake data
* Assured that monthly accounts payable were paid in a timely manner
* Filed and retrieved corporate documents, records, and reports
* Opened, sorted, and distributed incoming correspondence, including faxes and emails
* Made travel arrangements for executives
Education
BA in Psychology
California State University Los Angeles - Los Angeles, CA Skills
• FHA, VA, Non-QM and Conventional Mortgage Funding
• FHA & VA Insuring
• Post-Closing, packaging and clearing
• Exceptional customer service
• Able to multitask and prioritize tasks
• Accounts Payable/Accounts Receivable
• MS Word
• Excel
• Outlook
• Point
• QuickBooks
• Time Management
• Fair Housing Regulations
• Personal Assistant Experience
• Office Management
• Administrative Experience
• Event Planning
• Escrow
• Accounting
• Human Resources
• Open/Close software (2 years)
• Communication skills
• Customer service
• Payroll
• Office experience
• ADP
• Bookkeeping
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