Mortgage Loan Sales Associate

Donna Avery

adyc8q@r.postjobfree.com I 704-***-****

Objective:

To work with a company long-term that values the customer and helps nurture a positive relationship and experience when serving their mortgage loan needs; and provides me the opportunity to thrive within the company.

Skills

Over 12 years combined of mortgage industry knowledge and expertise

Critical thinking and problem-solving abilities

Time management to meet state regulations and company compliance

Self-starter with attention to details

Excellent customer communication skills

High level organization skills

Team collaborator with strong interpersonal communication skills

Experience

05/2022 – 07/2023 Loan Resolution Specialist

Selene Finance - Jacksonville, FL

Assisted customers for loss mitigation by reviewing documents and helping customers prepare their loss mitigation document packages

Worked with borrowers to bring account current through mortgage assistance, reinstatement out of foreclosure, loan modifications, and payment plans

Handled high volume of inbound and outbound calls

Reviewed customer’s financial status/debt to income to assess their ability to make and maintain monthly payments

01/2021 – 02/2022 Mortgage Loan Closer/Funder

LOANDEPOT.COM, LLC - Jacksonville, FL

Prepared loan for closing, updated escrows, vesting, and state regulated documents

Sent closing packages to title and reviewed returned packages for all signatures and required documents for timely funding

Worked closely with processor to correct and obtain any missing documents

Responsible for sending and funding wire to treasury for timely funding

09/2019 – 01/2021 Mortgage Loan Closer/Funder

Digital Risk, LLC / Mphasis Company - Jacksonville, FL

Worked closely with processor, title, and underwriter to assure closing package accuracy

Reviewed escrows and all fees for accuracy to meet timely funding

Prepared closing package for title and reviewed signed closing package

Prepared and approved wire, and sent wire to treasury

06/2018 – 09/2019 Mortgage Collections Specialist

Select Portfolio Servicing, Inc. - Jacksonville, FL

Handled high volume of inbound and outbound collection calls

Managed accounts from day one delinquency to over 120 days

Assessed customer’s ability to make and maintain monthly payments

Worked with borrowers to bring account current through mortgage assistance, loss mitigation, modifications, and payment plans

09/2010 – 02/2018 Sales Associate

Interstate National Dealer Services

Warranty Direct Division - Huntersville, NC & Jacksonville, FL

Preferred provider and direct sales for Progressive Insurance and Kelly Blue Book

Delivered personal telephone response to all assigned inbound leads

Averaged 110 calls daily to leads

Addressed customer wants and needs for best product fit

Qualified vehicles for service, collected customer information and provided quotes

Wrote service contracts and educated customers in the details of contracts

Processed payments and sent fulfillment packages to customers

Documented all customer concerns and inquiries for departmental reference

01/2001 – 01/2008 Mortgage Sales, Service, and Contracts

Various Companies – Jacksonville, FL

I spent seven years in the mortgage industry operating in multiple roles with various companies such as Option One Mortgage, Countrywide Financial, and Ace Mortgage, all of which closed after 2008. My experience included:

Loan origination, processing, and closing

Provided all aspects of customer care through payment processing, service of insurance and escrow inquiries, data input, and customer retention

Performed inbound and outbound sales through web-based, face-to-face, and inbound call leads

Wrote policies for financing and refinancing loans

Walked customers through collecting all documents for underwriting, ordered appraisals, selected finance companies, and completed all aspects of the qualification process

Worked with the customer to prevent foreclosure through loan modification

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