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Loan Processor Officer Assistant

Location:
Walnut Creek, CA
Posted:
May 20, 2023

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Resume:

Jodie Finister

Phone: 925-***-****

Email: **************@*****.*** NMLS License #1728449

SKILLS & KNOWLEDGE

Processing and underwriting loans to include Jumbo loans.

Thorough driver in ensuring loans are evaluated and processed in a timely manner.

FNMA, FHLMC, FHA, VA, and various other investors knowledge.

Credit worthiness & risk potential assessment.

1040’s, 1065 & 1120 federal tax form analysis.

Balance sheet, P&L, income statement analysis.

Collaboration with borrower, escrow, appraisal, and other third-party vendors.

Training of loan processors, loan officers, real estate agents and other personnel.

Excellent written and verbal communication with a focus on great customer service.

Ability to work independently or as part of a team.

EXPERIENCE

Paramount Residential Mortgage Group, Inc., Corona, CA * 6/2019-11/2022

Renovation Loan Processor

Homebridge Financial Services, Concord, CA * 3/2018 – 11/2018

Loan Officer Assistant

Paramount Residential Mortgage Group, Inc., Danville, CA * 9/2016 – 10/2017

Senior Loan Processor / Loan Officer Assistant

Envoy Mortgage, Walnut Creek, CA * 1/2016 – 9/2016

Senior Loan Processor

RMP, Orinda, CA * 4/2014 – 8/2015

Loan Processor

Prospect Mortgage, Concord, CA * 7/2010 – 2/2014

Senior Loan Processor

Independent Contractor, Bay Area, CA * 9/2009 – 3/2010

Senior Loan Processor & Underwriter

Worked in contract capacity for both processing and underwriting residential loans throughout the U.S. at large. Clients included Bank of America, Mason McDuffie, and Wells Fargo Home Mortgage.

Countrywide Home Loans, Danville, CA * 2/2005 – 4/2009

Branch Operations Manager

Managed a team including processors, document drawers and funders. Responsibilities included:

oResponsibility for performance of overall group objectives and accomplishments.

oOversaw one of the leading branches within the U.S. for closing residential and quality loans.

oCollaborated with team to ensure loans would be successfully finalized.

oEstablished weekly meetings to help meet established goals and quality objectives.

TRAINING

Todd Duncun – Human Factors

Dale Carnegie - Sales Training

LICENSURE

Anthony’s School of Real Estate – Salesperson’s License

NMLS License - #1728449



Contact this candidate