Administrative Assistant, Office Manager

LARISA LORENZ

***** ****** ***** ******* *****, CA 92691

TEL 213-***-**** FAX 949-***-**** EMAIL ***********@*****.***

PROFILE

Searching for a responsible and challenging position such as a loan processor, administrative staff support, customer service representative within a mortgage industry. Over thirteen years of self management, administrative, sales, and customer service experience. An outgoing team player that fits anywhere with such an adaptable personality and work ethic that has fine-tuned leadership, interpersonal, and thorough organizational skills, especially with a view to increase productivity and accuracy. Proven high levels of confidentiality and support to owners and partners. Ability to handle various projects simultaneously smoothly and successfully.

EXPERIENCE

HOME RETENTION SPECIALIST II, BANK OF AMERICA, SIMI VALLEY, CA 10/12 TO CURRENT

I am currently processing Loan Modifications for the Making Homes Affordable program who is primary contact for borrowers requesting a loan modification and throughout the entire process. I am reviewing documents/file for loan modification and determining whether borrower meets the requirements for the modification. I am able to navigate through multiple systems and basic knowledge of excel which is required. I have a great attitude, patient and very understanding due to the sensitive nature of these loans. I makes the decision on loan applications up to the conforming loan limits typically one-unit properties; verifies customer income documentation; resolves routine title issues including, but not limited to the following: vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens reconveyances; processes subordinations; resolves appraisal disputes; executes closing actions to ensure a timely and effective closing process; Maintains a high level of customer service by being proactive in communication with customers, banking center associates, realtors, etc.

CUSTOMER SERVICE REP, ORIENT EXPRESS FURNITURE, RSM, CA – 05/ 07 to 02/09

Provided support to the Sales Team, Key Account and General Managers, Warehouse Employees, ensuring all sales and service objectives were met through administrative and customer service duties such as answering customer questions, problem solving, warranty claims, complaints as well as managing a heavy pipeline. Worked with new customers in the development of new accounts and the implementation of new products. Coordinated shipping deliveries with warehouse employees, freight companies, and customs broker. Prepared weekly sales reports for the sales team and sales management. Generated repeat business through successful client follow-up.

LOAN PROCESSOR, QC PROCESSING INC., HUNTINGTON BEACH, CA – 02/07 to 05/07

Office manager, loan processor, and customer service. Performed various other duties such as phones, administrative duties, customer service and any duties which were asked to complete while on the job.

LOAN PROCESSOR, FUNDING ASSISTANT, DOC DRAWER, CUSTOMER SERVICE REP, LOAN OFFICER, LENDERS DIRECT CAPITAL CORP., LAKE FOREST, CA - 08/05 to 02/07

Provided excellent customer service to mortgage brokers in the Wholesale and Retail department as Loan Officer, Processor, Broker Coordinator, Doc Drawer, Funding Assistant, and Customer Service Rep. Accurately priced, pre-qualified, processed, funded loans as well as reviewed all files before shipping them out to collateral and secondary marketing. Handled issues and obtained requirements for PTD and PTF conditions. Inputted borrower information during submission of a file into Calyx Point. Efficiently produced loan documents for final documents signings by using Docutech/DocMagic Software. Ordered Field Reviews, Flood Certificates, Appraisals, Credit Supplements, VOE’s. Assisted the Funder with file copying, stacking and shipping.

LOAN PROCESSOR, LOAN OFFICER, CUSTOMER SERVICE, 123 LOAN, ALISO VIEJO, CA – 12/01 to 7/05

Receiving inbound calls from customers and inputting information into database qualifying for loans. In charge of selling and closing a variety of loans as well as managing a heavy pipeline with an average call volume in excess of 100 calls per day. Working for beneficial loan amounts, rate and terms with borrower and selling them on it. Going over approval and conditions received from borrowers to meet underwriter’s standards. Coordinate closing dates with borrowers and notary and making sure prior to funding conditions are met to satisfy the closing of the loan.

EDUCATION

Mission Viejo High School, Mission Viejo, CA Diploma, 1999

Devry University, Irvine, CA Currently Attending

TECHNICAL SKILLS

All Windows, Home Retention Program, Urban Lending, Stewart, I-Portal, ASIS, Calyx Point 4.4 / 5.0, Docutech, DocMagic, Microsoft Word and Excel, Microsoft Outlook, MAS 200, MorVision, Foresight, DSI, LSI, Credstar, Sitex, Realquest, and various other Internet search Engines including the Bank of America Flagscape Homepage.

REFERENCES AVAILABLE UPON REQUEST