Mortgage Loan Coordinator/Customer Service

Kelly L. Davis

Redondo Beach, CA

*******************@*****.*** / 424-***-****

Summary

Most recently applied customer service experience while engaging with title companies, credit services, and mortgage loan applicants. To ensure receipt of time sensitive data, directness and tact was required with every engagement to ensure each mortgage loan was on track to completion in a timely manner. Pivot Lending Group/Loan Coordinator - Remote – 2020/2023 Littleton, CO

Time sensitive activities included requesting, receiving, and processing sensitive documents to Encompass, a loan origination system:

o Homeowner’s insurance policies

o Title packages

o Tax transcripts

o Verification of employment

o Credit reports

o Undisclosed debt notifications

Ensured every document was vetted

Conducted income analysis using an online service or tax forms, paystubs, and payment histories. Engaged with the various mortgage team members – loan officers, processors, closers – to assist their day-to-day tasks

During the mortgage loan peak months:

• Assigned up to 600 loan files in my personal pipeline

• Finalized up to 100 loan files in a month

• Coordinated with loan officers located in different states. Each branch may adhere to different regulations and requirements to be compliant with the local laws. Stone Age Farmacy/Receptionist-Budtender - 2020

Gardena, CA

Ensured each customer was provided a positive experience by speaking directly and inquiring about their needs and preferences, thereby by recommending the correct product. Conducted a detailed inventory in accordance with the establishment’s standards and government regulations.

Earth Elements/Retail Sales Associate - 2019

Hermosa Beach, CA

One-on-one interactions with the customers to recommend products based on their needs and/or wants Provided the customers with the store’s unique products specifications Entered inventory information into the inventory management software Who Let the Dogs Out/Petcare Business – Proprietor - 2011/2019 Hermosa Beach, CA

Daily outdoor excursions, administered medications, adhered to special dietary needs Service included providing daily photos and updates of the pets, which gave the pet owners a sense of security.

• Monthly gross income - $6000

• Expanded and maintained the business by actively networking and promoting a word-by-mouth strategy

• Designed and distributed business cards

• Maintained a solid customer base which cultivated long standing professional and personal relationships

Special Skills:

• Microsoft Teams and Outlook

• Encompass, ICE Mortgage Technology –

loan originating system

• Adobe Sign – cloud based e-signature

service

• Ask Poli/Fannie Mae – search tool for

mortgage policies

• Rule Tool – mortgage investor rules

• Xactus/Credit Plus – credit information

services

• BluePrint – income analysis service

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