Post Closing Data Entry
Resume:
Dallas, TX *****
Phone 469-***-****
E-mail **********@*****.***
Rebecca Green
Objective: Energetic, driven and detail oriented mortgage lending professional with vast experience in the mortgage and financial industries. I am seeking an opportunity utilizes my thoughtful perspective, passion for the lending and ability to lead cross-functional teams.
Work experience
11/2020- Current Homepoint Financial Corporation Dallas, TX
Closer
Review of loan documents and data to ensure accuracy with lock parameters; validate loan is ready to draw closing documents.
Review of title, hazard, taxes and all pertinent compliance documents. Data entry for all additional items needed to complete closing documents and closing instructions to settlement agent.
Work with settlement agent to ensure closing documents are received timely and in line with scheduled timeframes.
Drawing closing documents and HUD compliance approval prior to funding.
Prepare, balance, and disclose all initial and corresponding Closing Disclosures.
Ensure loan is closed in accordance to underwriting, state, and federal guidelines.
Systems used: Encompass and AIQ
2/2018-1/2020 WFG National Agency Group Frisco, TX
Team Lead Curative and Settlement
Supervised Tax and Escrow Analysis Servicing functions from loan closing through life-of-loan servicing and/or servicing transfers including system/technology integration; policies and procedures; reporting requirements and vendor management for national clients
Managed day-to-day vendor and service provider relationships, including participating in contract negotiations, establishing and monitoring service standards, setting priorities and analyzing cost
Provided recommendations to executives on process improvement opportunities, both interdepartmentally and externally
Led department staff, established and monitored performance measurements; defined training goals, competencies and ongoing education opportunities, and provided professional mentoring to associates to foster best practices, encourage productivity and promote innovation in the workplace
3/2016-1/2017 Stewart Title Arlington, TX Escrow Processor/REO
Partnered with portfolio servicers to close on REO Assets, including title curative issues. Problem solved complex title and closing issues with the Servicer
Analyzed and approved HUD-A, deeds and other closing documents. Reviewed and approved HOA estoppels, ledgers and property tax statements. Developed and tracked post-closing audit procedures
Analyzed portfolio performance by utilizing financial models and forecasting to determine future operational strategies
Led quality assurance procedures to identify potential delays and provided recommendations. Met regularly with servicers to review results and make recommendations to improve portfolio performance
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3/2014-2/2016 Miraca Life Science Irving, TX
Revenue Cycle Management
Managed all insurance and patient account related correspondences, including initiating contact with insurance carriers and other facilities to ensure maximum payment on open accounts
Collaborated with account leads and executives to document and socialize best practices
Assisted in continuous improvement efforts to encourage optimal work distribution among account leads. Improvement efforts ensured maximum productivity while providing the availability of proper operational support, training and other employee resources
Served as primary point of contact for all internal technical, procedural and policy related questions
2011-2013 LSI Title Agency Grapevine, TX
Escrow Assistant
Partnered with Escrow Office to input closing statements while adhering to all specified Title requirements
Communicated requirements and other information including title exceptions to clients
Interpreted earnest money agreements related to close; submitted title evidence to customers, agents and lenders
Prepared closing documents and coordinated the complete disbursement and follow up of all escrow transactions and transaction specific requirements
12/2010-10/2011 Luna & Luna, LLP Southlake, TX
REO/HUD Curative
Processed and cured liens, FTL, sewer and water charges, and retrieved HOA information and taxes
Reviewed abstracts of title and worked closely with sellers, purchasers, lenders, banks, other lending institutions, attorneys, builders and developers to clear and bring title to an insurable position
Worked with customers and communicated with creditors to clear abstract of judgments, financial and department of justice liens
Monitored closings with specialists or completed the closings with the title companies
2008-2009 First American C/O GMAC Dallas, TX
Deed Coordinator
Reviewed the HUD to confirm accuracy, based on the contract terms, commissions, fee matrix, and matches the backup provided
Managed communications with the Title Curative Department to ensure accuracy of vesting information
Prepared and submitted corrective deeds to the county and ensured all documentation was returned to the seller in a timely manner; provided Power of Attorney documentation to closing agents upon request
Archived all executed deeds within WinTrack and REO Trans
2005 – 2007 Premier Nationwide Lending Las Colinas, TX
Loan Processor
Reviewed and processed FHA, VA and Conventional loans; ordered flood certificates and rapid reports when necessary
Prepared HUD settlements and verified accuracy of closing documents, including signatures, dates, 1003/1008 MCAW, appraisal, title commitment, fee sheet and ARM adjustments
Verified conditions of approval, which included customer income or asset documentation
Met frequently with Brokers to ensure all loans were closed and funded in a timely fashion
Education
2017-2018 EASTFIELD COLLEGE — Mesquite, TX
Business Management, In Progress
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