Wendy Mazzei

*** ** ******** **.

Port St. Lucie, FL 34984

Email: adtsxb@r.postjobfree.com

Cell: 561-***-****

OBJECTIVE: Secure a position in a leading organization which best utilizes my considerable finance, customer service experience, international education, tri-cultural background, and inter- personal skills.

EXPERIENCE:

Senior Loan Administrator

Finance of America Mortgage 06/ 2021 – 11/2022

Coordinated with legal to prepare for settlement, including collecting fees, confirming borrowers’ insurance, and complying with representations and warranties at closing.

Managed execution of loan commitment letters, including drafting and revising with business and project teams.

Managed all aspects of loan committee including scheduling, preparing, and transmitting agenda, and drafting minutes for next board meeting.

Reviewed and met the weekly deadline of prospective borrower loan applications, from 20-25 reviews, between $120k and $3m by inputting information, accurately and completely into the portfolio database.

Handled all aspects of commercial real estate and lines of credit from loan committee approval to closing.

Office Manager for Tax & Solutions

Rehmann CPA & Wealth Management 01/2019 – 06/ 2021

Assembled, processed tax returns and payroll checks on a timely basis, prepared extensions, etc.

Maintained Trust, Guardian, and Estate accounts, including assisting with opening and closing of accounts, performance of bill paying, and general maintenance of account files.

Created and maintained a comprehensive filing system for all client documents, including contracts, proposals, correspondence, and reports.

Prepared monthly billing statements based on time sheets submitted by staff members, prepared quarterly invoices from these statements.

Managed the annual budget process to ensure that expenditures remained within approved limits.

Developed an employee handbook detailing company policies and procedures to improve communication between management and staff.

Supervised office operations, ensuring that work was completed in a timely manner while maintaining quality standards.

Loan Servicing Specialist

Movement Mortgage 01/2017- 01/2019

Supported the sales process by facilitating pre-and post-closing activities for residential and commercial mortgages, personal and business financing.

Interviewed clients to determine current income, expenses, insurance coverage tax status financial objectives, risk tolerance or other information needed to process various financial transactions.

Analyzed credit and financial information in Excel to determine strategies for meeting clients’ financial criteria and objectives.

Recommended changes and additions to finance scenarios after thorough analysis of lender matrices and final underwriter approvals.

Advanced knowledge of loan principles and processes.

Managed documents and contracts to ensure the storage and distribution of the files are legally compliant.

Mortgage Operations Manager

The Money Store dba MLD Mortgage 01/2015-01/2017

Managed and directed the daily activities of the mortgage operations department.

Responsible for all lending functions, which include sales, underwriting, funding, processing, and closing.

Responsible for the productivity and budgetary performance of the operations department.

Ensured efficient delivery of products and services to clients.

Developed and implemented policies and procedures ensuring the effective planning, development, and implementation on Branch Mortgage Operations.

Coordinated and directed the development, implantation and achievements of the division budget and operations plans.

Managed and supervised 20+ loan and administrative personnel.

Senior Transaction Coordinator

Keller Williams Realty 01/2015-12/2017

Oversaw all aspects of sellers’ transactions from initial contact to executed purchase agreement. • Prepared all listing materials: pre-listing presentation, listing agreement, sellers’ disclosures, comparative market analysis for 5-10 sellers on a weekly basis.

Consulted & coordinated with sellers all property photos, staging, repairs, cleaning, signage, lockbox, access requirements & marketing activities.

Obtained all necessary signatures omitting agreement, disclosures, and other necessary documentation.

Provided proactive weekly feedback to sellers regarding all showings and marketing activities.

Submitted all necessary documentation to office broker for file compliance.

Inputted all necessary information into client database and transaction management systems for a minimum of 10-12 closings a month.

Wells Fargo Home Mortgage

Mortgage Consultant 04/2007 - 12/2014

Originated new mortgage applications by developing relationships within the community, Real Estate professionals and Banking Customers.

Completed mortgage applications by monitoring collection and preparation of loan documentation for submission to underwriting.

Recommended loan programs for FHA, VA and Conventional for both purchases and refinances.

Cross referred other bank products offered such as auto insurance and personal and business accounts.

LANGUAGES: Spanish & French

EDUCATION: Vesalius University Brussels, Belgium, BA Business Administration

Certification: REAL ESTATE SALES ASSOCIATE – Florida

Certification: MORTGAGE LOAN OFFICER NMLS ID - Florida

RECOGNITIONS:

Wells Fargo Home Mortgage 2008, 2012, 100% Customer Service Award

Keller Williams Realty 2015 Recognition Award for highest producing

Rehmann CPA 2019 & 2020 Exemplary Service Award

SKILLS:

Strong time management

Organizational skills, concern for quality & accuracy

Teamwork & Collaboration

Problem-solving abilities

Excellent Customer Service skills

Ability to quickly retain information

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