Briana Ochoa
Loan Processor
Anaheim, CA *****
️ *************@*****.***
Professional Experience
IRA Processor
Colonial Metals Group – Los Angeles, CA May 2024 – Nov 2024
- Managed all administrative tasks related to Individual Retirement Accounts (IRAs) including contributions, distributions, rollovers, transfers, beneficiary claims, and closures.
- Ensured full compliance with IRS regulations and maintained meticulous records.
- Built strong relationships with clients and custodians to support seamless IRA transactions.
Loan Specialist
Funded Financial – Remote, CA Jan 2023 – Dec 2023
- Collaborated with clients to complete accurate loan applications, boosting approval rates.
- Evaluated complex loan files and provided management with strategic insights.
- Processed advances and disbursements with attention to financial documentation integrity.
- Coordinated closings and maintained regulatory compliance throughout loan cycles.
Loan Processor
Reverse Mortgage Educators – Tustin, CA Sep 2021 – Nov 2022
- Ensured compliance with HUD/FHA, escrow, and lender guidelines.
- Supported loan officers and underwriters through end-to-end processing.
- Streamlined communications to achieve timely loan closings and funding.
Senior Loan Processor / Post Closer
Sign On The Line – Irvine, CA Jul 2020 – Aug 2021
- Verified borrower data for accuracy and compliance with underwriting guidelines.
- Managed timelines to meet contractual deadlines and support smooth closings.
- Performed in-depth credit analysis and coordinated with vendors to gather required documents.
Junior Loan Processor
Prime Choice Funding – Orange, CA Mar 2017 – Jul 2020
- Ordered VOE (Verification of Employment), HOI (Homeowners Insurance), and appraisals
- Opened Title and Escrow
- Guided borrowers through disclosures and ensured deadlines were met
- Calculated income and reviewed borrower documents for completeness
- Managed loan files through mortgage software systems
- Collaborated with underwriters, loan officers, and internal teams to secure timely loan approvals
Scheduling Coordinator
US Signings – Irvine, CA Dec 2017 – Mar 2020
- Delivered high-level customer service and coordinated notary signing agents.
- Maintained client databases and ensured accurate tracking of loan documentation.
Junior Loan Processor / Transaction Coordinator
American Advisors Group – Orange, CA Mar 2013 – Sep 2017
- Supported senior processors with loan submissions and condition clearing.
- Managed multiple loan files simultaneously through different approval stages.
- Ordered third-party services including title, appraisal, insurance, and employment verification.
Education
Canyon High School – Orange, CA
High School Diploma, 2003
Skills
- Loan Processing & Regulatory Compliance
- Customer Service & Client Communication
- Credit Review & Risk Mitigation
- Document Management & Data Accuracy
- Encompass, Salesforce, Calyx Point, Reverse Vision
- LexisNexis, RealQuest, Data Verify, FHA Connection
- Microsoft Word & Excel
- Title Research & Credit Reporting
References
Brian Bracken
Colonial Metals Group
Steve Fennell
FundedFi