Old-School Work Ethic, Modern Operations Leader
Resume:
Office Manager & Mortgage Specialist Administrative & Operations Expert Expertise in Mortgage Processing & Client Relations
Accomplished Office Manager and Mortgage Specialist with over 20 years of experience optimizing operations and driving revenue growth. Increased sales through targeted product demonstrations and 30+ daily client calls. Reduced loan closing times at CMG Financial. Managed budgets, schedules, and client communications, maintaining 100% accuracy and compliance. Led teams to exceed performance goals, enhance client retention, and surpass targets consistently.
Technical Skills: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Loan Management Software Accounts Payable/Receivable Software Google Workspace (Docs, Sheets, Drive) Degree Works Google Calendar & Scheduling Tools Excel Data Analysis Adobe Acrobat (Document Management) Zoom & Microsoft Teams (Video Conferencing) CRM
AREA OF EXPERTISE
Sales & Business Development
Administrative Support
Stakeholder Engagement
Office Operations Management
Vendor & Client Negotiations
Project Management
Team Development Strategies
Customer Service Excellence
Process Standardization
Customer Retention Strategies
Budget & Resource Planning
Data Analysis & Reporting
PROFESSIONAL EXPERIENCE
guaranteedRate Companies Chicago, Il Dec 2025 – present
Closing Coordinator
Assist Loan Coordinator in the preparation of each loan file for closing.
Assist Loan Coordinators efforts to obtain clear to close.
Work with internal departments as well as third parties in ensuring the accuracy completion of all files to
Ensure a problem free and timely submission to closing.
Willscot Mobile Mini Schertz, TX Feb 2022 – Aug 2024
Office Manager
Achieved steady growth through strategic product demonstrations to walk-in customers, significantly driving business growth.
Conducted 30+ outbound calls daily to existing clients, boosting customer retention and ensuring continuous container needs.
Optimized office operations, enhancing workflow efficiency through simplified procedures.
Managed office budget, controlling expenses within10% of projections while overseeing petty cash and processing purchase orders.
Coordinated executive travel, meetings, and events, reducing scheduling conflicts and enhancing operational efficiency.
Secured company records by designing an effective digital and physical filing system, cutting document retrieval time.
Directed facility management tasks, ensuring a 100% compliant, safe, and functional workspace.
Annie Mac Mortgage Mount Laurel- N.J. Aug 2020 – Dec. 2021
Retail Closer/Funder
Processed 500+ loan documents monthly, ensuring Closing Disclosures (CD) were accurate and submitted on time.
Balanced Closing Disclosures with title companies, achieving 100% accuracy.
Led wire transfer coordination, guaranteeing precise wire balancing with title companies and zero discrepancies.
Systematized loan documentation processes, cutting turnaround times and improving efficiency.
Supported Account Executives, ensuring timely and organized documentation and communication.
Trained and mentored 3 new hires, reducing onboarding and increasing team efficiency.
Enhanced loan closing procedures, reducing loan closing through improved document handling and communication.
CMG Financial Scottsdale, AZ Jul 2016 – Aug 2020
Retail Closer/Funder
Processed 500+ loan documents monthly, ensuring Closing Disclosures (CD) were accurate and submitted on time.
Balanced Closing Disclosures with title companies, achieving 100% accuracy.
Led wire transfer coordination, guaranteeing precise wire balancing with title companies and zero discrepancies.
Systematized loan documentation processes, cutting turnaround times and improving efficiency.
Supported Account Executives, ensuring timely and organized documentation and communication.
Trained and mentored 3 new hires, reducing onboarding and increasing team efficiency.
Enhanced loan closing procedures, reducing loan closing through improved document handling and communication.
Suburban Mortgage, Inc. Phoenix, AZ Jul 2015 – Jun 2016
Licensed Loan Officer Assistant
Contributed to achieving $18M in annual loan volume through active support in loan origination and closing processes.
Analyzed 40+ credit reports weekly, identifying discrepancies and ensuring 100% compliance with regulatory standards.
Orchestrated 40+ loan applications per week, ensuring a 95% on-time submission to processing and approval.
Optimized the Loan Officer’s database, boosting client communication and follow-up efficiency.
Collaborated with realtors, borrowers, and title companies, reducing processing delays.
Delivered weekly loan status updates, enhancing client engagement.
Reviewed appraisals, Title Commitments, taxes, and sale dates, increasing file accuracy.
AZ Department of Housing Phoenix, AZ Jan 2014 – Jul 2016
Accountant
Reconciled 100+ AZ Home Foreclosure monthly batch payments with 100% accuracy, ensuring on-time processing.
Resolved discrepancies with 60+ loan servicers, reducing payment errors and improving payment accuracy.
Ensured precise payment amounts and timely settlements by reviewing HUD-1 Settlement Statements.
Managed special out-of-cycle payments, improving payment flexibility and reducing delays.
Maintained 100% compliance with state guidelines, preventing audit issues and ensuring accurate financial records.
USAA San Antonio, TX Aug 2004 – Nov 2013
Mortgage Loan Closer/Processor (First Position) Executive Assistant (Promotion)
EDUCATION & TRAINING
Montana State University, City College Billings, MT
General Accounting Course -Certificate
Additional Training:
VA/FHA Training
TX 101 Training
Trust/Government Loan Training
USDA Loans
Professional Development/License
Descartes Program: Trained in Driver Dispatching System
NMLS License # 205504-not current
Texas Association of Mortgage Bankers: Residential Mortgage Lending Course (15-hour state-approved course fulfilling Loan Officer Licensing education requirements)
VICTORIA WELAN
Mobile: 602-***-**** Email: *************@*****.*** Address: San Antonio, TX 78202
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