Experience

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  Integra Realty Resources - San Diego

  • Encinitas, California, United States

  • Office Manager

    • Apr 2018 - Present
    • Encinitas, California, United States

    Responsibilities include proofreading commercial appraisal reports, client communications, assisting with bidding and job assignment, invoicing, contracts, collections, deposits, etc.

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  AnnieMac Home Mortgage

  • Remote

  • Wholesale Account Manager

    • Sep 2016 - Dec 2017
    • Remote

    Receive, perform review and input incoming loan packages originated by third parties. Identify and collect necessary documentation from the Broker. Review all rate locks and loan disclosures, including loan estimates and closing disclosures, for accuracy prior to sending to Brokers and Account Executives. Prepare loan file for submission to underwriters. Assist with loan file requirements and client conditions. Manage rate lock expirations and closing timelines. Manage the Approved Broker List. Maintain current licensing requirements for Brokers. Maintain communication with compliance, operations and staff to minimize compliance errors during the loan process.

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  American Portfolio Mortgage Corporation NMLS# 175656

  • Solana Beach, California

  • Mortgage Loan Coordinator

    • May 2016 - Sep 2016
    • Solana Beach, California

    Organize assets/income for complete initial file review for 1003 completeness. Complete loan set up process verifications: VOE, VOD, VOM, 4506t, run AUS, validate credit, fraud tools, ordered appraisals if not ordered by LO, opened escrow, complete initial fees and prepare LE, pull fees, MI quote, validate all applicable mortgage insurance disclosed correctly, LDP/GSA, transcripts, SSN validations, order Case Assignments. Contacted credit bureaus, employers, and other sources in order to check applicants' credit and personal references. Documentation follow up and tracking (contacting borrowers, title companies, real estate offices, appraisers, lenders, etc.). Pipeline management to insure files go through pipeline efficiently and timely.

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  Freedom Mortgage

  • Carlsbad, California

  • Mortgage Banker Assistant

    • Dec 2014 - May 2016
    • Carlsbad, California

    Assisted and provided support to Loan Officers with submitting new loan applications and call backs with prospective clients. Organize assets/income for complete initial file review for 1003 completeness. Completed initial fees and prepared LE. Process required verifications: VOE, VOD, VOM, 4506t, run AUS, validate credit, fraud tools, ordered appraisals if not ordered by LO, opened escrow. Documentation follow up and tracking (contacting borrowers, title companies, real estate offices, appraisers, lenders, etc.). Pipeline management to insure files go through pipeline efficiently and timely. Participated in related business development community activities via networking and assisted with open houses. Provided marketing for LO's and real estate offices on a weekly basis. Performed general clerical/ administrative duties.

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  US Bank

  • La Jolla Girard

  • Universal Banker III

    • Dec 2013 - Dec 2014
    • La Jolla Girard

    Responsibilities include customer service, sales, management of consumer & business accounts, processing of credit applications and home equity loans.

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  SingleDad Inc.,

  • PR Agent/Web Content Manager/ Ad Sales

    • Dec 2012 - Dec 2013

    Handled the development of social media programs, sponsorships and collaborations. Supervise and write material for Social Media Campaigns to help create additional revenue channels for company. Create original content to engage and interact with our audience on owned social platforms. Monitor all channels and respond as needed. Plans and coordinates strategic social media engagement and outreach plans to help promote our product and grow business.

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  Property West Inc.

  • Oceanside, San Marcos, Vista

  • Property Management

    • Apr 2012 - Dec 2012
    • Oceanside, San Marcos, Vista

    Manage daily operations of the apartment community. Provide professional customer service at all times. Managed 138 & 50- Unit Communities. Maintained 99% Occupancy level. Planning and supervising of resident events, collecting/posting rents monthly, move-in/move-out inspections, SODAS, marketing, resident/screening/qualifying/leasing duties. Weekly/Monthly reporting. Reports include market surveys, variance reports, property inspections, accounting month end, and renewals.

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  Roy Polatchek

  • Rancho Santa Fe

  • Property Management

    • Jul 2010 - Feb 2012
    • Rancho Santa Fe

    Work on special projects/ongoing initiatives according to current needs. Office Management. Bookkeeping. Organized duties and schedule of domestic staff. Supervised and scheduled all outside service contractors. Coordinated all maintenance needs for the property. Bilingual Communication skills between domestic staff and owner/vendors.

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  Union Bank

  • Carlsbad, CA

  • Assistant Branch Manager

    • Jan 1999 - Oct 2009
    • Carlsbad, CA