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Escrow Assistant Customer Service

Location:
Ontario, CA
Posted:
March 17, 2023

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Resume:

EXPERIENCE

Senior Funder Stearns Lending **** to 2022

Review and prepare loan documents to ensure accuracy with Federal, State, and loan product compliance. Review loan documents in a timely manner for signatures, conditions, and ensure funding is accurate and compliant with loan approval. Properly communicate and update applicable parties of funding status, coordination of closing with escrow to disperse funds, and assist in resolving any purchase suspense issues required on all Conventional, FHA, VA, and Jumbo Loans. Problem Solving: Use logic, judgment, and data to determine effective solutions. Customer Service: Satisfy expectations and requirements of customers, both internally and externally. Display courtesy and sensitivity. Availability to respond promptly to service requests and identify customer needs with clear explanations of services provided.

Funder/Processor First Pacific Mortgage 1995 to 2001 Review and prepare loan documents to ensure compliance with Federal, State, Investor, and Company policies with Conventional, FHA, VA, and Jumbo Loans. Escrow Assistant Heritage Escrow 1992 to 1995

Review and prepare loan documents to ensure compliance with Federal, State, Investor, and Company policies with Conventional, FHA, VA, and Jumbo Loans. Pre-1992 experience available on request.

CONTACT

949-***-****

Orange County, CA

*********@***.***

SKILLS

Policies & Procedures

Strategic Planning

Problem Solving

Customer Service

Workforce Planning

Compliance Training

Employee Handbook

Workplace Safety

Employee Relations

Cheerful Disposition

SOFTWARE

PC Proficient

MS Office

Encompass

Origin

INTERESTS

Coffee

Jazz

Italian Food

Grandchildren

Random Acts of Kindness

REFERENCES

Available Upon Request

WORK HARD, STAY

HUMBLE

Carmen Barbor

Mortgage Funder

CERTIFICATIONS

Information Security Awareness

BSA and AML: Essentials

Fair Lending: Topis and Terms

Cybersecurity – Phishing and Social Engineering

RML: Complying with Real Estate Settlement Procedures Reg B: Overview

Reg Z: Purpose & Application

Understanding Privacy: The Gramm-Leach-Bliley (GLBA) Ethics: Policy & Personal Judgment for Lenders

Harassment Prevention for Employees



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