Mortgage Loan Processor & Closer

Gita Jones

Lakeland, FL ***** +1-863-***-**** *************@*****.***

Professional Summary

I am very proficient in windows, zendesk, loanserv, encompass, five9, closing corp, verient, great communication, handling inbound as well as outbound calls, de escalating, organization, filing, leadership, as well as management skills. Work Experience

Mortgage Loan Processor/Closer

PennyMac Tampa, FL

January 2025 to Present

I manage our owners mortgages as well as refinancing loans. I make sure all documents are collected in a timely manner, I will stay in contact with the owners every 2 days until closing is completed. I set up appraisal as well as the closings. Financial Services Representative

Marriott Vacations Worldwide Lakeland, FL

January 2023 to May 2025

In this position I handle anything that has to do with handling our owners loans regarding their mortgages. I handle their complaints, concerns, I collect their monthly mortgage payments, I collect their mortgage payoffs as well as any late fees that may have aquire. I am in the corporate office at Marriott I take around two hundred calls a day. Driver

FedEx Ground Davenport, FL

November 2022 to December 2022

I get to the warehouse at 7:30am and load and properly my truck. We have numerous stops and locations anywhere in Polk county our route is never the same. Our loads range from 80 stops and up. Mortgage Loan Processor

PENNYMAC Tampa, FL

January 2022 to June 2022

Handled inbound and outbound calls to customers in regards to their refinancing loans. I made sure all paperwork was completed and notarized. I set up appraisal appointment as well as closings and etc... Fraud Analyst

Verizon Lakeland, FL

January 2020 to August 2021

I handle anywhere between 47-125 cases a day. We do full investigations including background checks, working with police depts all around the world, we request documents to be sent in. We deal with ID Theft so we remain busy all day long. I handle calls all day long from disputes as well as detectives and lawyers. CAREGIVER

PRIVATE HOME

May 2016 to October 2018

I TOOK CARE OF MRS. MARTINS MOTHER AND FATHER UNTIL HER FATHER PASSED AWAY. MONDAY THRU FRIDAY I WOULD GET TO THEIR HOUSE AT 6AM AND END AT 6PM. I GOT THEM UP EVERY MORNING ATTENDED TO THEIR PERSONAL NEEDS INCLUDING DAILY SHOWERS, GETTING THEM DRESSED, COOKING THEM 3 MEALS A DAY, DAILY MEDS, TAKING THEM TO DOCTOR APPOINTMENTS, SETTING UP APPOINTMENTS FOR THEM. ABOVE ALL I PROVIDED THEM WITH EXCELLENT PATIENT CARE.

CNA / OAKBRIDGE HEALTHCARE

February 2010 to May 2016

Patient care, daily vitals computer input, book work on each of my patient's and working beside many Dr's and nurse's. My patients were all complete totals so they were unable to provide any care to themselves. I was responsible for providing daily showers, feeding, providing meds, catheter care, preventing skin breakdown, as well as maintaining a great relationship with my patient's family members. STORE MANAGER

LIMITED TOO

January 2008 to February 2010

Making sure all of my customers received the best help that we could provide. I had daily manager morning meetings, once a week I had instore meetings with my staff, performed monthly inventory in my store, I performed interviews as well as discipline reviews. I went to the bank every morning to make sure my store would run properly throughout the day, and my assistant manager would take the night deposits if I was not closing. I wrote weekly schedules and also did quarterly audits.

Manager

Body Central Lakeland, FL

January 2005 to January 2008

Customer service, hiring, store meetings, setting up displays, counting cash registers in the morning, shift change and night st closing, staff scheduling, as well as marketing sure my store ran well and making sure my staff was constantly walking to and making contact with customers to provide excellent customer service. etc PHLEBOTOMIST AND LAB TECH

WATSON CLINIC

December 2003 to March 2006

Drawing and labeling blood as well as running tests and sending them to Dr Education

CERTIFIED NURSING ASSISTANT

MEDICAL PREP INSTITUTE OF TECHNOLOGLY

January 2006 to June 2006

EMERGENCY MEDICAL TECH

VALENCIA COMMUNITY COLLEGE

August 2001

Emergency Medical Services (Associate's degree)

Valencia College Kissimmee, FL

Associate's degree

Skills

Financial analysis Cold calling Cross-functional communication FNMA Employee performance reporting Accounting Retail industry sales team management Assistance experience within retail industry QuickBooks ACH Client interaction via phone calls Presentation preparation Multi-line phone systems Financial sales Relationship management Google Sheets Caregiving Adobe Acrobat Guest services Inside sales Underwriting guidelines adherence Credit policies Mortgages Microsoft Teams Non-technical user support Food service management Sales follow-up Mail distribution Payroll processing Managing clients in a customer support role Stakeholder relationship building Order placement Systems & applications support Account reconciliation Basic math Sales pipeline Mortgage industry Mentoring Multitasking Analysis skills Document preparation (loan closing) General ledger accounting Expense management Report writing Loan documentation Title processing Document archiving (loan processing) Accounting software Senior care Accounting data entry Delegation Telecommunication Remote work experience Closing coordination Writing skills Escalation handling Audit preparation

(loan processing) Microsoft PowerPoint Encompass Presentation software Excel formulas Phone communication Skilled nursing facility experience Operational management Bookkeeping for tax purposes Medication Administration Patient interaction Microsoft 365 proficiency Negotiation Nursing Budgeting Mortgage lending Proofreading Quality control Managing customer accounts Office management Heavy lifting Home care experience Cost accounting Fundraising Client relationship development Care coordination Settlement negotiation Windows Customer complaint resolution Account analysis Conflict management Decision making Vital Signs Healthcare administration Stakeholder management Time management Agency-based debt collection Decontamination Management Communication skills Accounts receivable Telemarketing Banking Written communication Knowledge management Collection effectiveness report Adaptability Google Docs Team development Data analysis skills Catheter Care Box truck Improving operational efficiency Organizational skills Identifying new business opportunities Presentation skills Technical troubleshooting support Dependability System improvement planning Interpersonal skills Office supply management Employee retention Hospice Care Conducting sales calls Financial services Clear language communication Data entry Debt collection negotiation Order tracking Numeracy Cash flow statement Customer returns handling Contracts Client feedback sessions Customer support ticket management HIPAA Updating loan status (loan processing) Loan underwriting Customer acquisition Administrative experience Customer support Managed care Office experience Mortgage closing and funding Printing Cross-functional collaboration Call center software Customer relationship building Clerical experience Contract review Customer service System troubleshooting Mortgage compliance Instructor-led training (training delivery method) Client services Correspondence management Sales team management Coordination (loan closing) Sales referrals Market analysis Technical Proficiency Manufacturing Front desk Call center management Deal closing Final title policy review (loan processing) Federal Housing Administration (FHA) loans Teamwork Order entry Behavioral health Calendar management Computer skills Lien releases Microsoft Outlook Calendar Account management Long term care experience Loan file updates (loan processing) Veterans Affairs (VA) loans Inventory control Databases Home Care Receiving shipments Accounts payable experience within construction industry Phone call management Logistics Customer communication Document management Regulatory compliance Collections agent experience Cash handling Loan application review Training & development Hiring Restaurant experience Hospitality Receptionist experience within corporate industry Counter-negotiation Task prioritization Clear verbal communication Data collection Private practice experience Mortgage customer account management Serving process management CRM software Financial data reconciliation Word processing Corporate accounting Journal entry management in accounting Managing sales strategy or development teams - Largest team managed in a sales strategy or development role (11-20 team members) Sales leadership - Sales leadership experience (3-5 years) Coachability Manual handling Accounts payable Document review (document control) Mortgage services Medical terminology Assisted living Dementia care Prospecting Staff training Filing Account reconciliation report Tube Feeding Objection handling (sales technique) Microsoft Excel Zendesk Client relationship management Manager experience B2B Opportunity Management Mechanical knowledge CRM system proficiency Outbound calling Budget control Zoom Sales pipeline management Medical scheduling Meal Preparation Debt collection Active listening Personal assistant experience Microsoft Outlook Credit analysis Staffing management Client communication management Performance management Loan document verification Sales negotiation Fair Housing regulations Math Attention to detail Accounts payable management Virtual client meetings Assistance experience within finance industry Load & unload Microsoft Office Microsoft Word Achieving sales targets Client services manager experience Operations management Phone etiquette Strategic management Productivity software High-end sales Debt collection phone call Loan funds disbursement Computer operation Technical accounting Technical support Collaborating with government agencies Hand tools Follow-up (loan closing) Closing sales Employee relations Supervising experience Sales cycles - Lead to close duration (Less than 30 days) Salesforce Managing hospitality teams Recreational therapy Human resources Crisis communication public relations campaigns POS systems Friendly demeanor Financial record maintenance Multifamily properties 10 key typing Sales incentive & commission planning Team motivation (leadership skill) Google Workspace System administration Excel data analysis Payroll data entry Bookkeeping Mortgage closing File organization Financial assistance program guidance DOT (Department of Transportation) regulations Meeting agenda preparation Budget planning Greeting customers Research Marketing Debt collection payment plan Financial audits Call center experience Executive administrative support General management Aged receivables report Customer issue escalation Guest relations Outbound sales Inbound selling Loan processing Loan servicing Project coordination Payroll EHR systems Data reporting Process improvement Staff development Compliance with loan regulations Recruiting Project management software Continuous improvement Documentation review Mortgage servicing Appointment scheduling Interpersonal communication Accounting systems Leadership Finance experience within retail Financial data management Accounting and finance experience Grammar Experience Driving Financial reporting Patient care Record keeping Retention targets Hospitality management Medical administrative support Critical Care Experience Laboratory Experience Escrow Underwriting Customer inquiry handling Typing Client communication Managing patient records DME QuickBooks Online Maintaining an organized workspace Long- term care facility experience Phone answering Disinfection procedures Computer literacy Trend identification Individual consumer customer service Languages

English

Certifications and Licenses

Certified EKG Technician

August 2022 to October 2026

Microsoft Office Specialist (MOS), Microsoft Corporation Driver's License

AED Certification

CNA

CPR Certification

First Aid Certification

Additional Information

Authorized to work in the US for any employer

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