Loan Processor Case Worker

NATALIE HELMUTH

**** ******** **. ***** ***, CA *2706 · 714-***-****

adu6lz@r.postjobfree.com

EXPERIENCE

TEAM LEAD, PROCESSING AMERICAN ADVISORS GROUP 6/2018 – 10/2022

Familiar with FHA HECM, HECM for purchase, and Jumbo proprietary with Finance of America

Development process changes and provide feedback of change implementation on new processes and procedures

Troubleshoot loan level issues with interdepartmental partnership and communication

Provide consistent training and support to team members in a remote environment via Zoom and Microsoft teams applications

Analyze company reports and personnel data to provide daily reports on projections and production

Manage team’s pipeline

Serves as coach, manager and mentor to the team by providing coaching and feedback to aid in the development of new skills and refinement of existing skills

Communicate teams progress with upper management team

Run various reports to ensure productivity and efficiency of team’s pipeline

Manage work flow and set measurable goals and quotas as needed

Address escalations from borrower’s and sales partners

Provide weekly pipeline reviews with individual members of team

Provide additional training as needed

Manage special projects as needed

Deal with personnel issues such as reviews, corrective discipline and counseling

Conduct interviews for potential new hires

SR. LOAN PROCESSOR, AMERICAN ADVISORS GROUP 8/2012 – 6/2018

Reviewed loan application, title, credit report, income, appraisal, and disclosure documents and requested documentation from borrower as applicable

Processed applications from time of receipt of application to submission of the loan package to underwriting

Gathered, organized, and tracked loan documentation

Worked with other lenders, applicants, underwriters, appraisers to complete the process of the loan

Verified customer occupancy documentation and resolve routine title issues including vesting issues, various liens and other issues as they arise

When documentation was received, update file and if sufficient, send to Underwriting for review

Requested further documentation from borrower if required by Underwriting and prepares file for closing

Communicated with Sales, Title, and any other 3rd party entities involved throughout the process

Managed pipeline of loans and provided status updates to Team Lead and Management throughout the month to maintain production goals and standards EMPLOYMENT GAP, FULL TIME STUDENT CHAMPMAN UNIVERSTITY 8/2010 – 5/2012 CASE WORKER, BINDER AND BINDER 2/2007 – 8/2010

Assisted clients in proving their disability case to the Social Security Administration

Conducted eligibility pre-screens, interviews, and follow-up on applications (SSD and SSI)

Worked in collaboration with lawyers, doctors, clients, Federal Court, and Social Security to provide any crucial information on each case.

Sent out documentation as requested by all parties and scheduled court hearing dates

Retained factual and confidential information from applicant such as medical records, medical reports, paystubs, Bank statements, Workers comp and State Disability Statements

Interpreted Social Security laws and regulations to the clients as well as translated correspondence from English to Spanish.

Managed monthly caseload of 120 files, and in accordance with all HIPAA guidelines and laws EDUCATION

CHAPMAN UNIVERSITY

BACHELOR’S IN HEALTH SCIENCE, IN PROGRESS 4 CLASSES FROM COMPLETION ACHEIVEMENTS/AWARDS

Processor of the Year 2017

Processor of the Month – 10/16, 1/17, 2/17, 4/17 & 6/17

Honorable Mention (runner up for processor of the month) – 12/16, 5/17, 8/17 & 5/18

Tom Selleck’s Choice Award – 7/18

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