Production Partner at The Yi Team at Apex Home Loans

• Mar 2020 - Present

Production Partner

• May 2018 - Mar 2020

Production Assistant

• Jul 2017 - Mar 2020

Loan Coordinator

• Oct 2012 - Jul 2017

Apex Home Loans is Montgomery County’s Largest Independent Mortgage Banker headquartered in the county. We originate residential home Loans throughout Maryland, the District of Columbia, and Virginia. Apex Home Loans is a Direct Lender. We are LOCAL, EXPERIENCED, AND INDEPENDENT. Our goal is the earn the right to be a trusted mortgage advisor by providing our clients with so much value that they consider us to be an integral part of helping them meet their short and long term financial goals. At this point, they have become friends, not just clients, and we will continue to serve them not just for one transaction, but for life. I am currently a loan coordinator in support of Chong Yi, a Senior Mortgage Banker. Show less

Legal Secretary/Executive Assistant

• Jul 2008 - Jan 2013

Establish and maintain electronic records management system for all incoming and outgoing correspondence to include medical records, case files and invoices Transcription, dictation and document preparation for senior level attorneys Responsible for managing the calendar of senior-level attorneys that include client appointments, schedule hearings, and arranging domestic and international travel plans Maintain client relationships keeping them abreast of the current situation regarding their legal cases Maintain monthly database of all client cases to include Workers Compensation, Personal Injury and Criminal files Responsible for scheduling meetings for all employees; escorts visitors to staff members' offices, as well provides hospitality service arrangements as requested by staff Compose and distribute inter-departmental memorandums (e-mail, documentary and voice) ensuring timely delivery and receipt of important information while maintaining confidentiality Collect, interpret, and summarize specific information in regards to medical records and judgments for senior level attorneys to analyze Show less

Loan Processor/Office Manager

• Apr 2006 - Jul 2008

Researched the client's history and financials to find the appropriate financial institution for them to suit their specific loan request Responsible for maintaining electronic records for the office, to include managing of licensing for states Managed all office administrative functions to include reviewing new lender packages, signing up new lenders, maintaining excel spreadsheets on all monthly loans closing, and underwriting and auditing of all company files Responsible for ordering and inventory control of office supplies Show less

Loan Processor/Office Manager

• Jun 2002 - Apr 2006

Managed all office administrative functions to include working with clients to complete loan applications, initiating title and appraisal orders, ordering payoffs for subordinations and hazard policies Responsible for scheduling meetings for all employees; escorted visitors to staff members' offices, as well as provided hospitality service arrangements as requested by staff Acted as initial point of contact for loan inquiries, requests and directed people to those who could be of assistance Identified and actively pursued leads for possible future clients to help generate new business for the company Show less