Experience

NVR Settlement Services, Inc.

• Real Estate
• 1 - 100 Employee

• Closing Officer

  • Aug 2022 - Present

   Contact all customers to discuss the benefits of working with NVR Settlement Services with the goal of earning their business  Sell title insurance by reaching out to the customers and educating them on its value and coverages  Conduct settlements by gathering all required signatures and providing an exceptional customer experience as they close on their new homes  Create and manage customer service initiatives and provide reporting to branch managers  Meet… Show more  Contact all customers to discuss the benefits of working with NVR Settlement Services with the goal of earning their business  Sell title insurance by reaching out to the customers and educating them on its value and coverages  Conduct settlements by gathering all required signatures and providing an exceptional customer experience as they close on their new homes  Create and manage customer service initiatives and provide reporting to branch managers  Meet with builder sales representatives and personnel to provide relevant training and information  Prepare and review the settlement documents for cash and mortgage purchase transactions  Maintain customer contact throughout the home buying process by providing updates, answering questions, and obtaining required information  Proactively act as liaison between the customer, builder, mortgage lender, and NVR settlement services  Create and calculate cash details making sure they add up correctly, as well as making sure each transaction is documented and updated Show less



Community Loan Servicing, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Closing Manager

  • Feb 2021 - Apr 2022

   Established a positive work environment conducive to open communication, constructive feedback, trust, and accountability  Analyzed closing workflows, procedures, and practices; made recommendations / implemented corrective action to improve quality and efficiency  Evaluated employee performance, provided real time coach as needed, conducted monthly one-on-ones, and completed end of year performance evaluations for 10+ closers  Supervised the preparation of loan… Show more  Established a positive work environment conducive to open communication, constructive feedback, trust, and accountability  Analyzed closing workflows, procedures, and practices; made recommendations / implemented corrective action to improve quality and efficiency  Evaluated employee performance, provided real time coach as needed, conducted monthly one-on-ones, and completed end of year performance evaluations for 10+ closers  Supervised the preparation of loan closing instructions and disbursement of the loan proceeds to approved settlement agents  Assisted with schedules, prioritization, and distribution of workflows to ensure work is done in a timely manner as to avoid missed closings  Trained closing staff in settlement procedures and review of title binders, ALTAs, and other closing document to ensure the creation of valid and marketable first liens  Conducted quality control reviews of documents to ensure adherence to all regulations and requirements; communicated and/or corrected errors and omissions  Identified new and innovative ideas for process improvement  Conducted staff meetings to ensure timely flow of information both from top down and bottom up, as applicable  Encouraged the team to think outside the box for solutions to problems that will best serve our members, business partners, and overall enhance personal performance Show less



Navy Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Production Supervisor

  • Jun 2019 - Feb 2021

   Monitored daily production reports and staff work volume; adjusted assignments to meet fluctuating workload and reduce the likelihood of a missed closing  Oversaw production and coached staff on strategies to improve efficiency to ensure the team met/exceeded the established productivity goals  Coached and developed teammates by promoting collaboration, sharing best practice tips and strategies, created job aids, and shared problem-solving strategies for both common and… Show more  Monitored daily production reports and staff work volume; adjusted assignments to meet fluctuating workload and reduce the likelihood of a missed closing  Oversaw production and coached staff on strategies to improve efficiency to ensure the team met/exceeded the established productivity goals  Coached and developed teammates by promoting collaboration, sharing best practice tips and strategies, created job aids, and shared problem-solving strategies for both common and unique scenarios  Detected errors and initiated or arranged for corrective action; monitored situation to ensure proper resolution  Identified and resolved issues with closing attorney / settlement agent  Stayed current on new processes and changing regulations for job knowledge to assist self and others  Encouraged the team to think outside the box for solutions to problems that best served our members, business partners, and department  Trained and monitored closing staff in NFCU’s policies and procedures to ensure compliance with federal and state laws as well as NCUA and investor regulations  Ensured compliance with documentation and disclosure requirements  Efficiently balanced guiding the team, keeping up with loan statuses, and accurately reviewing loans within a timely matter

• Mortgage Loan Closer

  • May 2016 - Jun 2019

   Ensured that loans closed met all regulatory compliance guidelines and all costs were calculated accurately and within established guidelines  Proactively communicated with Processors, Loan Officers, and other interested parties regarding clarifications on loan conditions and Closing Disclosure information to ensure the best member experience possible  Monitored the status of assigned loans and while balancing one of the highest caseloads on the team  Analyzed title… Show more  Ensured that loans closed met all regulatory compliance guidelines and all costs were calculated accurately and within established guidelines  Proactively communicated with Processors, Loan Officers, and other interested parties regarding clarifications on loan conditions and Closing Disclosure information to ensure the best member experience possible  Monitored the status of assigned loans and while balancing one of the highest caseloads on the team  Analyzed title exceptions and mortgage related deficiencies to determine if applicable and took the proper steps to resolve the issues  Prepared a fully executed mortgage file for post-closing by confirming all documentation for settlement and costs were accurate and in line with regulatory requirements  Ensured the closing package, including the Closing Disclosure, reached the settlement company in a timely manner  Performed to the expected Service Level Agreement using effective time management skills



Aerotek (contractor at NFCU)

• Mortgage Support Assistant

  • Nov 2015 - May 2016

   Reviewed sales contracts for completeness and accuracy  Processed appraisal requests in accordance to established policies and guidance outlined for the specific mortgage loan product (Conventional and VA)  Contacted settlement agents to confirm compliance with Navy Federal requirements  Provided professional and effective communication with team members, field partners, vendors, and supervisors  Followed up on all outstanding request within a timely manner and… Show more  Reviewed sales contracts for completeness and accuracy  Processed appraisal requests in accordance to established policies and guidance outlined for the specific mortgage loan product (Conventional and VA)  Contacted settlement agents to confirm compliance with Navy Federal requirements  Provided professional and effective communication with team members, field partners, vendors, and supervisors  Followed up on all outstanding request within a timely manner and communicated status updates to all interested parties  Mentored new MSA via coaching and shadowing; created a step-by-step MSA training guide which was later adopted by the training department for upcoming training classes  Monitored fluctuating caseload and managed time effectively to ensure compliance with service level agreement Show less