David Clark

Mortgage Loan Processor II at Firefighters First Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Skills

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Bio

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Credentials

  • Accounting Foundations
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • Excel: Tips and Tricks
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • Finance Foundations
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • Financial Accounting Foundations
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • QuickBooks Online Essential Training
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • SAP ERP Essential Training
    LinkedIn
    Apr, 2020
    - Nov, 2024

Experience

  • Firefighters First Credit Union
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Mortgage Loan Processor II
      • Jun 2021 - Present

      Process real estate loan applications. Verify and track all incoming loan documentation to manage process within specified timeframe. Research and resolve member loan origination issues. Process real estate loan applications. Verify and track all incoming loan documentation to manage process within specified timeframe. Research and resolve member loan origination issues.

  • Aerotek
    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Commercial Loan Processor
      • May 2020 - Jun 2021

      Reviewed and analyzed SBA paycheck protection program loans and made credit decisions based on financial and payroll analysis, and revenue verification. Assessed loan quality and reviewed the accuracy of files; efficiently complete an average of 50-60 loans daily with loan amount ranges from $3,000 - $2,000,000. Recognized by management for excellent customer service by proactively communicating with applicants and obtaining required items in a timely matter. Elevated problem-solving and management skills by assisting with training for new teammates; achieved top performer status by consistently meeting production requirements. Show less

  • Salaried Professional Service - Finance & Accounting
    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting Clerk
      • Nov 2017 - May 2020

      Code and route AP invoices through Sage Paperless, support tracking of project deliverables and oversee document workflow. Match invoices to receivers and POS; ensure all necessary data is being coded to both the GL and job cost ledger. Integrate compliance requirements such as insurance, lien waivers, and billing support to protect against legal claims. Code and route AP invoices through Sage Paperless, support tracking of project deliverables and oversee document workflow. Match invoices to receivers and POS; ensure all necessary data is being coded to both the GL and job cost ledger. Integrate compliance requirements such as insurance, lien waivers, and billing support to protect against legal claims.

  • LENDING 3, INC.
    • United States
    • 1 - 100 Employee
    • Loan Officer Assistant
      • Mar 2018 - Apr 2020

      Provide administrative support and exceptional organizational skills through the generation of leads, ensuring accuracy in the lending process. Perform routine follow-ups, collect data for underwriting, review and extract data into Calyx Point, and expedite qualified leads for quoting. Notarize various real estate transactions, adhering to state laws and prepare loan packages for closing. Provide administrative support and exceptional organizational skills through the generation of leads, ensuring accuracy in the lending process. Perform routine follow-ups, collect data for underwriting, review and extract data into Calyx Point, and expedite qualified leads for quoting. Notarize various real estate transactions, adhering to state laws and prepare loan packages for closing.

  • Keystone Pacific Property Management
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Accounts Receivable Clerk
      • May 2015 - Oct 2017

      Assist homeowners with billing inquires and delinquent inquiries via email and phone, viewing their account on-line to make payments. Access the general ledger to process miscellaneous debits/credits, returned checks, on-line payments, and late fees. Send pre-lien/ balance due letters, prepare liens and releases, obtain authorization to commence foreclosure, and prepare plaintiff's claims. Assist homeowners with billing inquires and delinquent inquiries via email and phone, viewing their account on-line to make payments. Access the general ledger to process miscellaneous debits/credits, returned checks, on-line payments, and late fees. Send pre-lien/ balance due letters, prepare liens and releases, obtain authorization to commence foreclosure, and prepare plaintiff's claims.

  • SurePrep, part of Thomson Reuters
    • United States
    • Software Development
    • 200 - 300 Employee
    • Tax Data Verification Specialist
      • Jan 2017 - Apr 2017

      Verify detailed tax data from documents and returns through 1040 tax automation software; matching to database recorded entries. Work with multiple clients in various industries to help expedite the overall tax season process with a paperless workflow. Verify detailed tax data from documents and returns through 1040 tax automation software; matching to database recorded entries. Work with multiple clients in various industries to help expedite the overall tax season process with a paperless workflow.

Education

  • California State University, Fresno
    BS, Finance, General
    2012 - 2015
  • California State University, Bakersfield
    Associate's degree
    2010 - 2012

Community

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