Account Manager Loan Processor
Resume:
Stacey Velasquez
Fountain Valley, CA 92708 ***************@*****.***
Phone: 714-***-****
Objective:
To utilize my excellent customer service and organizational skills to increase the efficiency, productivity, and revenue of the company I work for.
Experience:
Account Manager, Jet Mortgage
1/25- Present
Working with internal operations with wholesale platform
Reviewing conditions provided by brokers.
Preparing loans for docs and post closing
Communicating with AEs and brokers.
Loan Processor, Loan Depot
Irvine CA
CA 3/22 – 8/22
Work with loan officers to close retail home loans.
Manage a pipeline of 35-50 home loans a month.
Complying with all TRID requirements.
Loan Processor, Cash Call-Owning, Orange, CA ● 07/16- 2/22
●Work with loan agents to properly close a sellable home loan
●Manage a pipeline of 40-50 a month
●Comply with all the updated TRID regulations and provide loan approve with Fannie Mae or Freddie Mac.
●Restructure loans if the income or debts need adjustment to make a loan approved.
●Process loans from start to finishing including locks, disclosures, UW conditions, and drawing docs.
Account Manager, Clear Vision Funding, Santa Ana, CA 1/13-2/14
●Processing and prepping files for quality control review.
●Managing pipeline of 75-110 loans
●Liaison between brokers and wholesale operations
●Complying with all the updated RESPA and MDIA laws to insure sellable loans to our investor.
Account Manager, Excel Mortgage Servicing, Irvine, CA 2/12- 1/13
●Successfully managing a pipeline of 175-200 loans.
●Proficiently working in a paperless environment with multiple systems to expedite file flow.
●Ability to manager high volume and provide fast, accurate service in a timely manner.
●Consistently met or exceeded production requirements resulting in top producing Account Manager.
●Complying with all the updated RESPA and MDIA laws to insure sellable loans to our investors.
Account Manager, Carrington Mortgage, Santa Ana, CA 10/11- 2/12
●Processing and prepping files for quality control review.
●Managing pipeline of 75 loans
●Liaison between brokers and wholesale operations
●Complying with all the updated RESPA and MDIA laws to insure sellable loans to our investor.
Account Manager, Icon Residential, Irvine, CA 1/09-10/11
●Working with brokers and Account Executives to clear conditions for home loans.
●Signing of conditions for operations including income documents, title, appraisal corrections, and other underwriting items requested.
●Coordinating closing with all departments in operation and brokers.
●Complying with all the updated RESPA and MDIA laws to insure sellable loans to our investor.
Customer Order Manager, Quantum, Irvine, CA
10/07-4/08
●Processed orders for data back up systems.
●Researched logistics on shipments and worked with internal teams to expedite proper orders.
●Prepared quotes for hardware and software data systems.
●Consulted with resellers for products needed by end users and prepared quotations.
●Created backlog shipment reports and order details using Microsoft Excel
●Collaborated with Accounts Receivable department to ensure and expedite proper invoices to customers and resellers.
Senior Broker Coordinator, Impac Lending Group, Irvine CA 09/04- 10/07
●Worked with 30-50 brokers on Alt A paper loans.
●Signed off conditions including pay stubs, appraisal conditions, supplements, adjusting loan-to-value and debt ratios, and debt-to-income.
●Coordinated with other Impac departments to complete timely loan closings.
●Worked with brokers to place borrowers in the proper program to fit their needs.
Account Manager, First NLC Financial Services, Anaheim CA 01/04 - 09/04
●Worked with 6-10 branches to close sub prime loans.
●Ordered conditions from loan officers.
●Created a complete package by collecting title, escrow, appraisals, verification of employment, mortgage history, and obtained supplements.
●Analyzed loan perimeters to insure compliance.
Processor, 20th Century Home Loan, Long Beach CA 06/03-01/04
●Prepared loans
●Opened title and escrow.
●Ordered appraisals and payoffs.
●Cleared condition.
●Prepared docs and drew docs.
Jr. Processor, Transamerica Equities, Tustin CA 12/02 - 06/03
● Maintained and organized file while assisting processors with processing loans through lenders.
Additional Skills:
Proficient in Microsoft Word and Excel, Email and Internet savvy.
Education: AA degree, Orange Coast College 2024
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