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Service Representative Officer Assistant

Location:
Brea, CA
Salary:
25 -30
Posted:
March 18, 2023

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Resume:

Sandra Leon

Mortgage professional looking for a position in Post-Closing or relevant departments, where I can use my skills in working in a fast-paced environment with superior time management and leadership skills. My goal is to excel in meeting deadlines and using my exceptional organizational and analytical abilities to solve complex problems. Brea, CA, 92821

714-***-****

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

EXPERIENCE

OnY Glo, Santa Ana, CA — Post Closer and Closing Docs Specialist

August 2020 - PRESENT

● Receive, log and ship out Collateral and Final Documents daily.

● Audit loan files for completeness and accuracy.

● Deliver loans to investors within the set delivery lock date.

● Daily reconciliation of investor exception reports.

● Clear all deficiencies within the investor lock period.

● Ensure suspense conditions are accurate.

● Maintain a daily log of outgoing suspense conditions from Investor.

● Update notes daily in the Loan Origination System based on Investor suspense reports.

● Reviews and obtains purchase advices for the accounting department.

● Managed weekly FHA and VA report to insure files after funding

● Insured VA and FHA loans

● Perform other related duties as requested.

New American Funding, Tustin, CA — Post Closing Supervisor March 2012 - July 2020

● Manage a high-volume pipeline

● Clear prior to shipping conditions/exceptions to complete the files

● Maintain contact with Warehouse representatives

● Ensure accuracy of stacking procedures

● Keep track of the collaterals shipped to Investors

● Oversee the payments for Mortgage Insurance Premiums, Veteran Affairs Fees, USDA’S, and SECTION 184

● Identify document deficiencies and promptly clear exceptions and deadlines

● Responsible for resolving complex issues and maintaining contact with warehouse representatives, funders, and department managers

● Managing a daily 400 loan pipeline and a 5,000+ monthly loan pipeline

● Monitor that all collaterals are shipped within the deadline

● Manage a group of 7 people with various tasks related to the post closing department SKILLS

Mortgage Lending

Post Closing

FHA Loans

Encompass

MS Excel, Word, Outlook

Bankerview

Data Verify

VA Loans

LANGUAGES

English

Spanish (Fluent)

New American Funding, Tustin, CA — Post Closing Specialist March 2010 - 2012

● Assisted with gathering and reviewing the documents needed for collateral packages

● Worked on prepping collaterals for shipment to warehouses

● Paid Mortgage Insurance Premiums and Veteran Affair Fees New American Funding, Tustin, CA — Loan Officer Assistant April 2004 - 2010

● Contacted clients to offer refinancing options and for home purchase

● Scheduled appointments for loan officer and clients

● Managed loan officer’s weekly schedule

● Making appointments for the clients to sign documents Albertsons— Pharmacy Technician

February 2000 - January 2004

● Customer service representative

● Maintained inventory of various prescription drugs EDUCATION

College Hidalgo, MX — Private Accountant and Executive Secretary

June 1989

Graduated from College Hidalgo, Mexico with honors as a Private Accountant and an Executive Secretary



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