Senior Loan Funder

Linh N. Phan

**** **** **** ****** #*, Santa Ana, CA 92706● Cell 714-***-**** ● *******@*****.***

Account Management/Administrative/Quality Control/Processing

STRENGTHS

 Account Management

 Customer Service/satisfaction

 Bilingual in English and Vietnamese

 PC, Word, and Excel proficient

 Business Administrative

 Corporate Accounting

 Team Building and Leadership

 Analytical and Problem Solving

 QuickBooks

EXPERIENCE

Tax Relief ASAP, Orange CA 7/2008-Present

Senior Case Manager

 Maintain Tax Case pipeline that ranges from 250-300

 Processed tax case from start to finish

 Interview clients on their tax matter

 Gather documentation to enter clients in Installment Agreement

 Assist client in getting back into compliance with their taxes

Home Loan Advisors, Costa Mesa, CA 8/2003-5/2008 Processor/Underwriter

 Maintain a loan pipeline that ranges from 30-50 loans per month

 Processed loans efficiently from start to finish

 Analyze credit history for proper grading and analyzed income to ensure borrower meets lenders guidelines

 Assisted Brokers and Loan Officers resolving discrepancies

Funder/Closer

 Fund loans in a timely manner in adherence to department guidelines and company policies and procedures

 Perform quality control review of all loans

 Calculate and verify wire amounts up to $2 Million

 Updated spreadsheets for month end reports

Doc Drawer

 Utilized Doc Magic software to draw loan docs

 All conditions was signed off and meet prior to drawing docs

 Knowledgeable with state martial status to add spousal on title or loan

 Perform Apr testing to insure that fee’s/charges was not over state high cost or section 32

Lexus of Westminster, Westminster, CA 3/1998-8/2003

Inventory Specialist

 Processed bank reconsolidation for dealership

 Utilized ADP software to manage company’s database and filing system

 Handled wholesales and 262 car titles

 Performed dealer trade transactions

 Maintained monthly and daily inventory for parts and service

Receptionist/Cashier

 Filing and inputting data into computer systems

 Screen and direct inbound calls from a multi-line phone system

 Handle cash, check and credit card transactions

EDUCATION

The American School of Mortgage Banking, Santa Ana 5/2004-8-2004

**References Available Upon Request**

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