Experience

Colten Mortgage, NMLS #14210

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Closer

  • Feb 2021 - Present

  Greenwood Village, Colorado, United States • Balanced final closing disclosures/settlement statements with title companies and calculated total cash to close using Encompass software on conventional, FHA, VA, CHFA and HELOC loans. • Reviewed various preliminary documents for discrepancies, such as appraisals, title commitments, credit reports, purchase contracts, tax and flood certificates, homeowner's insurance, etc.. • Worked with loan officers and processors to find the optimal home buying or refinancing options for the… Show more • Balanced final closing disclosures/settlement statements with title companies and calculated total cash to close using Encompass software on conventional, FHA, VA, CHFA and HELOC loans. • Reviewed various preliminary documents for discrepancies, such as appraisals, title commitments, credit reports, purchase contracts, tax and flood certificates, homeowner's insurance, etc.. • Worked with loan officers and processors to find the optimal home buying or refinancing options for the borrower and found creative solutions to problems that would prevent them from closing. • Performed pre-closing audit of entire loan file to catch mistakes made by other team members and ensure file would be able to close without issues. • Routinely met end of the month deadlines and sales goals by working extra hours and finding efficient ways to close loans in a more timely fashion. • Created and maintained business to business relationships with title companies, resulting in repeat business.

• Mortgage Funder

  • Aug 2020 - Jan 2021

  Greenwood Village, Colorado, United States • Wire transferred funds from multiple Warehouse Banks to title companies after loan closings using bank software. • Reviewed final closing documents for errors and gave disbursement authorization to title companies. • Balanced purchase advice forms with investor and prepared loans to be sold on the secondary market. • Created spreadsheets and tables to track and analyze company lending through each bank.



Ascend Analytics

• United States
• Software Development
• 100 - 200 Employee

• Accounting Intern

  • Dec 2019 - Jul 2020

  Boulder, Colorado, United States • Assisted controller to keep track of company’s prepaid expenses, deferred revenues, potential revenues, cash flows, and insurance expenses; made amortization tables to track interest expenses. • Created quarterly pro forma statements and balance sheets based on budgeting projections and presented to partners; accurately projected revenues and expenses. • Reconciled company bank statements and organize expense reports for clients. • Invoiced clients for travel expenses and support… Show more • Assisted controller to keep track of company’s prepaid expenses, deferred revenues, potential revenues, cash flows, and insurance expenses; made amortization tables to track interest expenses. • Created quarterly pro forma statements and balance sheets based on budgeting projections and presented to partners; accurately projected revenues and expenses. • Reconciled company bank statements and organize expense reports for clients. • Invoiced clients for travel expenses and support hours. Show less



Lone Tree Golf Club

• Leisure, Travel & Tourism
• 1 - 100 Employee

• Cart Barn Manager

  • May 2016 - Aug 2018

  Lone Tree, Colorado, United States • Received managerial promotion for creating and implementing new golf club storage system that reduced customer wait time by 50%. • Trained and managed over 25 employees and was an integral part of the hiring/firing process. • Organized and facilitated multiple Club Championship tournaments, resulting in thousands of dollars in revenue. • Led and managed golf course while manager was on break/off duty.