Experience

E-LOAN

• Financial Services
• 700 & Above Employee

• First Mortgage Funding Auditor

  • Jul 2007 - Present

• Capital Markets Senior Shipping Specialist

  • Apr 2003 - Jul 2007

  - Monitored lock expirations for funded loans and shipped loans within investor delivery deadlines. - Performed pre-shipping audit to identify any deficiencies and took appropriate action to have the deficiencies cleared prior to investor purchase deadline. - Took appropriate action to clear deficiencies found in the pre-shipping audit. Assisted Loan Suspense Auditors in clearing suspense. - Ensured correct timely delivery of Flash Fund Data Set to Wells Fargo and work on special… Show more - Monitored lock expirations for funded loans and shipped loans within investor delivery deadlines. - Performed pre-shipping audit to identify any deficiencies and took appropriate action to have the deficiencies cleared prior to investor purchase deadline. - Took appropriate action to clear deficiencies found in the pre-shipping audit. Assisted Loan Suspense Auditors in clearing suspense. - Ensured correct timely delivery of Flash Fund Data Set to Wells Fargo and work on special projects as assigned. - Trained and mentored new shipping specialist.

• Loan Suspense Auditor, Equity

  • May 2005 - Nov 2005

  - Tracked and took appropriate action to clear investor suspense deficiencies and managed individual pipeline to ensure loans were purchased prior to investor purchase deadlines. - Consistently input and maintained suspense/conditions tracking information within the Empower system to ensure accurate exception reporting. - Developed and maintained working knowledge of investor delivery and purchase guidelines for existing and new investors. - Maintained positive working… Show more - Tracked and took appropriate action to clear investor suspense deficiencies and managed individual pipeline to ensure loans were purchased prior to investor purchase deadlines. - Consistently input and maintained suspense/conditions tracking information within the Empower system to ensure accurate exception reporting. - Developed and maintained working knowledge of investor delivery and purchase guidelines for existing and new investors. - Maintained positive working relationship with investors and other external contacts.



eloan

• First Mortgage Funding Auditor

  • Jul 2007 - Mar 2009

  -Taking the initiative to communicate effectively with borrowers, title, and team members. -Responsible for obtaining, auditing, and follow through for final Settlement Statement and assuring its within compliance with California Financial Code 50204. -Responsible for the review and delivery of closed, funded loans to the shipping department within 5 days of the loan funding or investor delivery deadline. Approximately audited 2,096.00 loans per year. -Initiate the resolution of any… Show more -Taking the initiative to communicate effectively with borrowers, title, and team members. -Responsible for obtaining, auditing, and follow through for final Settlement Statement and assuring its within compliance with California Financial Code 50204. -Responsible for the review and delivery of closed, funded loans to the shipping department within 5 days of the loan funding or investor delivery deadline. Approximately audited 2,096.00 loans per year. -Initiate the resolution of any problems or discrepancies that may delay the sale of the loan to the Investor. -Maintain accurate computer data entries in the computer loan-tracking module to ensure proper reporting. -Resolved Under Disclosed Truth-In-Lending/Itemization of Amount Financed saving the company $18,909.84 per year. -Ensure that the file is properly documented and request and obtain corrections from title. Show less



E-LOAN

• Financial Services
• 700 & Above Employee

• Shipping Team Lead Home Equity / First Mortgage

  • Mar 2002 - Apr 2003

  - Ensured investor delivery expirations were met for mandatory commitments. - Assisted Manager in directing department workflow to ensure timely loan delivery and company goals were met. - Assisted Manager in developing and implementing effective deficiency and file tracking system. - Maintained an in-depth working knowledge of investor guidelines and department and company policies and procedures. - Maintained positive working relations with company employees, external customers… Show more - Ensured investor delivery expirations were met for mandatory commitments. - Assisted Manager in directing department workflow to ensure timely loan delivery and company goals were met. - Assisted Manager in developing and implementing effective deficiency and file tracking system. - Maintained an in-depth working knowledge of investor guidelines and department and company policies and procedures. - Maintained positive working relations with company employees, external customers and investors.

• Assistant Shipping Specialist

  • Feb 2001 - Mar 2002

  - The primary responsibilities include: photocopying, data input, filing, typing assignments and shipping out loan documents to investors. - Input the data of all incoming/outgoing documents that are shipped out each day. - Pulled purchased loans and suspense files for the auditors. - Prepared loan assignments and loan file labels as needed. - Responsible for loan document tracking and for filing loan files. - Prepared and packaged loan documents for overnight delivery by… Show more - The primary responsibilities include: photocopying, data input, filing, typing assignments and shipping out loan documents to investors. - Input the data of all incoming/outgoing documents that are shipped out each day. - Pulled purchased loans and suspense files for the auditors. - Prepared loan assignments and loan file labels as needed. - Responsible for loan document tracking and for filing loan files. - Prepared and packaged loan documents for overnight delivery by FedEx/UPS deadline each day. - Maintained a record of the pulled and added loan files checked into and out of the department.