Administrative Assistant Customer Service
Resume:
CHARLOTTE M BURGESS
GRAND PRAIRIE, TEXAS 75052
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OBJECTIVE
Obtain a closer position utilizing my mortgage and banking experience, management, organizational, interpersonal skills, detailed oriented and high volume producer.
2022 - PRESENT
Fay Servicing
Farmers Branch, TX
PAYMENT PROCESSOR
·iDisburse - Process and send out bank originated checks.
·Post Commercial payments and payoffs.
·Manage, track and post commercial exceptions.
·Process and send outgoing wires.
·Work with title companies for payoff shortages.
· Deposit checks electronically daily.
·Report daily productivity > exceeds daily productivity.
·Assist other team members as needed.
·Other task as assigned.
EXPERIENCE
Gateway Mortgage Group, LLC
Dallas, Texas
2015-2022
LOAN CLOSER
·Responsible for closing construction, modification and bond loans (all states)
·Responsible in assisting/training other closers with bond loans, modifications and construction loans.
·Review loan approval, credit, assets, compliance, title policies, Closing Disclosure, and proper documentation to ensure compliance in accordance with company and regulatory guidelines
·Prepare loan-closing documents in accordance with underwriting, quality control and company policies and guidelines
·Manage closing pipeline to ensure timely delivery of disclosure statements and closing packages.
·Ensuring customer service levels are met with internal partners and external partners
·Responsible for loan closings in a timely and accurate manner
·Ensure state specific documents and requirements are met
·Responsible for timely management of responding to all communications with internal and external partners.
·Assist Special Programs Department in resolving issues with unsaleable bond loans and bond submissions in a timely manner.
·Work directly with construction department in closing modification and construction loans
·High Volume Closer
EXPERIENCE
2014-2013
Texas Bank and Trust Company
Longview, TX
LOAN CLOSER
·Close purchases, refinances, modifications, portfolio, construction and bridge loans
·Review loan approval, credit, assets, compliance, title policies, HUD-1 and property documentation to ensure compliance in accordance with company and regulatory guidelines
·Prepare loan-closing documents in accordance with underwriting, quality control and company policies and guidelines
·Responsible funding, banking and shipping loans
·Responsible for validating CPL (closing protection letter) and Error and Omission letter
·Ensuring customer service levels are met with borrowers, realtors, internal and external partners
·Responsible loan closings in a timely and accurate manner
·Ensure state specific documents and requirements are met
EXPERIENCE
2013
Wells Fargo
Minneapolis, MN
LOAN CLOSER
·Community and Neighborhood Development mortgage loans
·Review loan approval, credit, assets, compliance, and property documentation to ensure compliance in accordance with company guidelines
·Prepare loan-closing documents in accordance with underwriting, DAP, and company policies and guidelines
·Responsible for Down Payment Assistance from Non-profit, Charitable and Governmental agencies in accordance with each states guidelines
·Responsible for net funding, banking and shipping loans
·Responsible for validating CPL (closing protection letter) and Error and Omission letter
·Ensuring customer service levels met with internal and external partners
·Responsible loan closings in a timely and accurate manner
·Ensure state specific documents and requirements are met
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2000 -2006
J P Morgan Chase
Monroe, LA
GOVERNMENT INSURING RESOLUTION MANAGER
·Supervised, managed and trained up to 20 person staff
·Managed daily operations of uninsured FHA/VA/Bond loans to ensure quality and performance objectives
·Responsible for and facilitated Retail/Wholesale bi-monthly management meetings to ensure product quality
·Responsible for custodial GNMA/Fannie pool certification
·Identify, develop and implement process improvement
·Set and monitored department objective and performance goals
·Produce daily operation reports to upper management
·Administer monthly, quarterly and annual performance appraisals
·Responsible and facilitated continuous departmental project plans
·Facilitated weekly staff meetings to ensure product integrity, risk control, quality assurance and departmental goals met
·Developed and monitored employee career goals
·Served on numerous company committees
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1997 – 2000
North American Mortgage
Monroe, LA
PROCESSOR/CLOSER
·Process, closed and funded FHA, VA, Conventional, Rural Development and Bond loans
·Reviewed loan approval, credit, assets, compliance, and property documentation to ensure compliance in accordance with company and investor guidelines
·Responsible for submission of FHA/VA loans for agency endorsement
·Audit closed loans for service release in accordance with investor guidelines
·Provide support training for production branches
·Review and maintain CPL (closing protection letters) Error and Omission letters
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1992 – 1997
Chase Manhattan Mortgage
(formerly Troy & Nichols Mortgage)
Monroe, LA
CLOSING SUPERVISOR
·Supervised daily loan closing operation to ensure quality and performance objectives
·Production branch support to loan originators, processors and closers
·Responsible for submission of FHA/VA loans for agency endorsement
·Produce daily operation reports to upper management
·Managed loan closing pipeline
·Responsible for training and development of employees
·Weekly staff meetings
·Administer annual performance appraisals
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1991 – 1992
Pelican Homestead and Savings
Monroe, LA
ASSISTANT BRANCH MANAGER
·Manage daily branch operations of tellers, new accounts, vault, ATM and customer service
·Regional VP administrative assistant
·Manage ATM on call teams
·Limited loan origination of 1st and 2nd mortgages
·Originate, process and maintained collateral loans
·Regional branch support and training
·Conducted monthly branch audits
·Administer annual performance appraisals
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EDUCATION
1973 – 1977
Minden High School
Minden, LA
·Federal Housing Administration (FHA)
·Veteran Administration (VA)
·Louisiana Notary Public
·JPMorgan Management
REFERENCES
Andy Cobern
SWBC Mortgage
Vice President
Robert Tompkins
Gateway Mortgage Group
Vice President
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