Experience

LegacyTexas Bank

• Banking
• 100 - 200 Employee

• Mortgage Operations Facilitator

  • Jun 2015 - Present

  ● Assist Processing with ordering all vendor items required for loan files. ● ID Verification on all files through the Penley/OFAC system. ● Order all VOE’s and FHA/VA Case Numbers. ● Assist loan processors with any follow up items to loan files. ● Manage all aspects of the Appraisal Order Desk using the Mercury System. ● Order all appraisals, finals, revisions. ● Run credit card authorizations. ● Process invoices for all appraisals. ● All other duties as assigned.



Fairway Independent Mortgage Corporation

• United States
• Financial Services
• 700 & Above Employee

• Loan Officer Assistant

  • Nov 2013 - Jun 2015

  ● Determine potential contacts and initiate communication with borrowers. ● Assist Loan Officer by setting up and maintaining loan files, taking applications. ● Returning phone calls and seeking signatures on documents where applicable. ● Prepare application documents and follow-up with clients to request missing documentation to submit for processing. ● Promote and explain conventional and government programs to prospective customers. ● Provide preliminary research on the property, credit, title and appraisals. ● Assist loan officer with reviewing loan documents and checking for any inaccuracies. ● Continuously monitor status of applications and stay in constant contact with others involved in the application process to ensure that files are moving through the approval process; which includes working with LO and processor to clear UW conditions. ● Other miscellaneous duties and tasks as specifically assigned by the LO.



PrimeLending

• United States
• Financial Services

• Appraisal Desk Coordinator

  • Jul 2009 - Oct 2013

  ● Ordered all Conventional, FHA, USDA, and VA Streamline appraisals; field reviews, final inspections, recertification of value, AVM’s and rebuttals for over 300 branches with appraisers nationally. ● One of 8 that was the liaison between all branches and appraisers to ensure HVCC compliance was in place. ● Additionally ordered with special vendors Rels Valuation, LSI, GMAC and Valuation Partners. ● Participated in weekly phone conferences to share knowledge of ways to improve processes and achieve specific goals. ● Communicated with production staff and appraisers via heavy volume of email and phone and respond in time-sensitive manner. ● Ensured all communication and documents were HVCC compliant. ● Operated multiple systems simultaneously. ● Tracked past due orders and addressed escalated/rush requests. ● Collected data from appraisers wishing to join the Appraisal Panel. ● Maintained appraiser’s profiles to ensure their docs were up to date. ● Processed current and outstanding invoices.



Stewart Title

• United States
• Insurance
• 700 & Above Employee

• Escrow Assistant

  • May 2008 - Jul 2009

  ● Updated title, ordered title commitments, home warranties, tax certificates and surveys in preparation for residential closings and Fannie Mae foreclosure account. ● Funded files via wiring funds and issuing checks. ● Prepared closed loan packages to ship within 24 hrs of funding. ● Recorded documents with the county and issued title policies. ● Handled very heavy volume of email and calls with realtors, buyers, insurance companies and mortgage companies ● Updated title, ordered title commitments, home warranties, tax certificates and surveys in preparation for residential closings and Fannie Mae foreclosure account. ● Funded files via wiring funds and issuing checks. ● Prepared closed loan packages to ship within 24 hrs of funding. ● Recorded documents with the county and issued title policies. ● Handled very heavy volume of email and calls with realtors, buyers, insurance companies and mortgage companies

• Escrow Assistant

  • Aug 1997 - Jan 2007

  ● Ordered title commitments, tax certificates, builder warranties, and surveys for the Royce Homes builder account. ● Funded closed lot takedowns via wiring funds and issuing checks. ● Prepared closed loan packages for builder account and residential account for Royce to ship within 24 hrs of funding. ● Recorded documents with the county and issued title polices. ● Reconciled outstanding ledgers on old files. ● Ordered title commitments, tax certificates, builder warranties, and surveys for the Royce Homes builder account. ● Funded closed lot takedowns via wiring funds and issuing checks. ● Prepared closed loan packages for builder account and residential account for Royce to ship within 24 hrs of funding. ● Recorded documents with the county and issued title polices. ● Reconciled outstanding ledgers on old files.