Experience

ALPS Lawyers Malpractice Insurance

• United States
• Insurance
• 1 - 100 Employee

• Client Processing Specialist Team Lead

  • Aug 2023 - Present



Churchill Mortgage Corporation NMLS # 1591

• United States
• Financial Services
• 400 - 500 Employee

• Senior Mortgage Loan Closer

  • Nov 2020 - Nov 2022

  • Demonstrated exceptional organizational skills by managing a high volume of closings, exceeding 100 per month. • Collaborated closely with cross-functional teams, including escrow/title companies, to ensure smooth and successful loan closings. • Worked closely and highly knowledgeable of all loan programs, demonstrating ability to adapt to new policies and programs with an emphasis in continual professional growth. • Upheld compliance with government regulations and underwriting conditions, verifying adherence to guidelines. • Identified and reported potential fraud red flags, following established protocols to protect clients and maintain integrity. • Developed and maintained efficient file management systems, resulting in streamlined processes and improved operational efficiency. Show less



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• Senior Mortgage Loan Closer

  • Mar 2012 - Oct 2020

  • Promoted from Loan Closer and Funder to Team Lead position due to exemplary performance and leadership. • Managed pipeline and closing timelines, ensuring timely and efficient loan closings. • Led a team of 25 associates to achieve a 20% increase in efficiency and volume. • Coordinated with escrow/title companies to facilitate the balancing, signing, and funding of loan documents. • Conducted thorough reviews to balance the final wire amount after loan funding, showcasing attention to detail. • Maintained a working knowledge of underwriting and post-closing policies pertaining to multiple programs. • Created comprehensive job aides and training materials, contributing to the professional development of a team of 25 colleagues. • Safeguarded confidential files and client information, maintaining strict confidentiality standards. Show less



Plaza Home Mortgage, Inc.

• United States
• Financial Services
• 400 - 500 Employee

• Mortgage Loan Closer

  • Jun 2010 - Mar 2011

  • Collaborated closely with cross-functional teams, including escrow/title companies, to ensure smooth and successful loan closings. • Worked closely with the funders to adhere to timelines and efficiency. • Ensuring the accuracy and completeness of all required documents. • Managing and resolving any concerns, problems, and documentation issues. • Collaborated closely with cross-functional teams, including escrow/title companies, to ensure smooth and successful loan closings. • Worked closely with the funders to adhere to timelines and efficiency. • Ensuring the accuracy and completeness of all required documents. • Managing and resolving any concerns, problems, and documentation issues.



MetLife Home Loans

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Closer

  • Feb 2007 - May 2010

  • Prepare the delivery of mortgage loan documents to facilitate the processing of mortgage loan closings including TRID. • Worked closely with the funders to adhere to timelines and efficiency. • Safeguarded confidential files and client information, maintaining strict confidentiality standards. • Prepare loan documents for retail mortgages (conventional, VA, FHA) • Review closed loan files and forward documents to shipping and accounting personnel, complete final checklist and package. Show less