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Loan Processor Los Angeles

Location:
Santa Ana, CA
Posted:
July 14, 2025

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Resume:

Briana Ochoa

Loan Processor

Anaheim, CA *****

714-***-****

️ *************@*****.***

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

310-***-****

Steve Fennell

FundedFi

714-***-****



Contact this candidate