Experience

• 

  Jazz Heating, Air Conditioning & Plumbing

  • United States
  • Consumer Services
  • 1 - 100 Employee

  • Dispatcher

    • Oct 2020 - Present
    • Pleasanton, California, United States

• 

  Flanders Heat and Air Systems

  • Pleasanton, CA

  • Dispatcher

    • Mar 2018 - Oct 2020
    • Pleasanton, CA

    • Schedule appointments for customers using Smart Service system • Answer calls, emails and any other customer inquiries • Order parts for HVAC systems from supply houses • Work in QuickBooks for all billing • Schedule city inspections, duct tests and refrigerant tests • Work with home warranty companies to obtain authorizations • Review proposals with customers for HVAC installations • Renew city business licenses

• 

  Rpm Mortgage

  • United States
  • Financial Services
  • 300 - 400 Employee

  • Closing Disclosure Analyst

    • Oct 2010 - Nov 2017
    • Alamo CA

    Closing Disclosure Analyst: • Reviewed loan amounts, interest rates, fees, doc requests, prelims, purchase contracts • Worked closely with Loan Officers, Processors and Funders to complete initial closing disclosures • Prepared closing disclosures for FHA/VA and conventional loans and ensured they were compliant with TRID • Responsible for file accuracy and timeliness delivery Closing Coordinator: • Communicated discrepancies and/or errors in loan submission data to appropriate team and requested further documentation as needed • Performed accurate data entry of necessary information into mortgage bank database and verified that data is ready for underwriting teams review • Organized a bundle of documents for underwriter to submit to an investor, such as Chase or Everbank • Prepared files to make sure everything is in order for Clear to Close Funding Assistant: • Ran MERS and credit report prior to funding to determine no additional activity • Provided funding status to customer service as requested • Received and reviewed funding packages for completeness and assigned to funder(s) • Prepared collateral folder to be sent to investor once the loan funds