McKinney, Texas, United States
Personable and outgoing professional with mortgage industry experience, seeking a Loan Data Reviewer or Loan/Closing Coordinator position. Experienced with an attention to detail, providing a great customer experience, proven flexibility, and ability to thrive in a fast-paced, high volume environment with strict deadlines. I’m looking to obtain a challenging position where experience and proven accomplishments will enable me to contribute to your company’s goals and objectives.
• Process mortgage and home equity loans by assisting with reviewing and obtaining loan documents to ensure each loan can close within a timely manner. • Work closely with Underwriters, Loan Specialists, Loan Officers, Loan Closers, Title Agents, and Insurance Agents to ensure a smooth process for our clients. • Responsible for following lending guidelines and ensuring that each document is accurate and complies with company procedures. • Proven track record on customer focus by always willing to take on tough files that needed extra attention to assist in getting them to move forward to closing. • Received praise for top performer, processing between 80-90 loans a month during peak volumes.
• Collaborated with mortgage bankers, internal customers, and vendors to gather business requirements and document the loan closing process. • Improved communication channels between mortgage bankers, in-house processing, underwriting, closing, legal and post-closing teams on loan closing dates and other SoFi client needs via process enhancements. • Reviewed loan appraisal, title, and application packages for accuracy and completeness. • Managed loan auditing and financial services business systems at various volume levels. • Leveraged my knowledge of ethical state and federal regulations and banking best practices to ensure and maintain loan file compliance. • Provided our clients with a professional and high level of service to support the SoFi brand experience.
• Daily supervision of plant Logistics, Scheduling and Purchasing Functions. • Analyze customer forecasts in order to plan future production loads accordingly. • Ensure the Scheduling and Production needs are performed within set guidelines and quality assurance. • Effectively communicate with sales, customer service reps and production teams to establish timelines and priorities. • Oversee the purchase of raw materials and plant supplies. • Responsible for data and reporting to drive sound decisions for plans and strategies. • Main liaison for our internal departments and external suppliers to support business needs. • Point person for the Forrest Stewardship Council’s annual audit. This audit ensures our certification to promote environmental standards for eco-friendly printing practices.
• Prepare and schedule jobs for shipping/determine timely shipping schedules. • Professionally interact with the Sales Department and various hi-profile companies on a daily basis to ensure jobs are processed and completed in a timely manner. • Determine work procedures, prepare work schedules, and expedite workflow. • Perform quality control on all products to ensure items are received and shipped properly. • Create inventory forecasts, order summaries, and additional reports using Excel and Word software programs, RMA procedures.