Experience

California Coast Credit Union

• United States
• Banking
• 300 - 400 Employee

• Loan Processor III

  • Jul 2021 - Present

  San Diego, California, United States • Worked closely with Mortgage/HELOC Customers, doing my due diligence to receive documentation to pass Investor guidelines. Ensured that qualifying loans were on track to be closed by the specified lock periods. Worked to make sure that non-qualifying loan customers were able to find a service that fit their needs. • Reviewed and gathered important information and maintained a mortgage pipeline of over 30 mortgage loans. This was achieved through constant contact with the borrower, loan… Show more • Worked closely with Mortgage/HELOC Customers, doing my due diligence to receive documentation to pass Investor guidelines. Ensured that qualifying loans were on track to be closed by the specified lock periods. Worked to make sure that non-qualifying loan customers were able to find a service that fit their needs. • Reviewed and gathered important information and maintained a mortgage pipeline of over 30 mortgage loans. This was achieved through constant contact with the borrower, loan underwriters, closing department, and various third parties • Utilized Finastra and Symitar loan software systems to review and update borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal. Show less



AimLoan.com

• United States
• Financial Services
• 1 - 100 Employee

• Loan Processor

  • Aug 2020 - May 2021

  San Diego, California, United States • Maintained a mortgage pipeline of over 25 mortgage loans, closing around a dozen files each month. Closings were achieved through constant communication with the borrower, the closing department, title, and various third parties. • Quality controlled and removed files that would not pass Fannie Mae, Freddie Mac, and FHA Investor guidelines. Ensured that qualifying loans were on track to be closed by the specified lock periods, resulting in a high customer service score. • Reviewed and… Show more • Maintained a mortgage pipeline of over 25 mortgage loans, closing around a dozen files each month. Closings were achieved through constant communication with the borrower, the closing department, title, and various third parties. • Quality controlled and removed files that would not pass Fannie Mae, Freddie Mac, and FHA Investor guidelines. Ensured that qualifying loans were on track to be closed by the specified lock periods, resulting in a high customer service score. • Reviewed and gathered mortgage documents, credit reports, pay-stubs, w-2s, bank statements, and other important information to support the Loan Origination and the Underwriting teams. • Utilized web-based systems such as Encompass to review and verify borrowers’ income, credit reports, employment histories, property appraisals, and title insurance information to prepare loan applications for underwriting submittal. Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Sales Professional

  • May 2019 - Apr 2020

  • Completed fact-finding process to allow for thorough understanding of clients’ financial goals and needs. • Developed customized ideas and solutions for each client. • Specialized in helping clients meet their protection needs through a variety of insurance products.



1st Security Bank of Washington

• United States
• Banking
• 200 - 300 Employee

• Loan Operations Specialist

  • Jul 2015 - Jan 2018

  6920 220th St SW #202, Mountlake Terrace, WA 98043 • Handled lien filings, terminations and reconveyances on the CSC website; becoming the department’s point of contact on all issues regarding consumer liens. • Created a number of “desk procedures” that were used for training new staff and allowed for a more efficient and independent execution of work. • Improved existing systems by implementing new tasks and checklists. The improvements streamlined the work and cut out a high degree of variance and ambiguity. • Provided exceptional… Show more • Handled lien filings, terminations and reconveyances on the CSC website; becoming the department’s point of contact on all issues regarding consumer liens. • Created a number of “desk procedures” that were used for training new staff and allowed for a more efficient and independent execution of work. • Improved existing systems by implementing new tasks and checklists. The improvements streamlined the work and cut out a high degree of variance and ambiguity. • Provided exceptional customer service via phone, email, and interdepartmental interaction. • Processed and audited mortgage/consumer autopay forms, requests for credit forms, change of address forms, payments, payoffs and payoff quotes. Show less



Panda Restaurant Group

• United States
• Restaurants
• 700 & Above Employee

• Assistant Manager

  • Jul 2014 - Mar 2015

  5807 University Avenue, San Diego, CA 92115 • Managed a store with a monthly sales volume of over $90k dollars, and an annual sales volume of over $1 million dollars. • Scheduled and supervised eight front-of-house, and six back-of-house associates. • Trained associates on all aspects of leadership, restaurant management, and guest hospitality. • Coordinated team meetings regarding financial health and market trends. • Settled conflicts and met with individual associates regarding goals, progress and store needs.



Ariana 1688 LLC

• Residential Real Estate Analyst

  • Jun 2012 - Sep 2014

  Greater San Diego Area • Advised on the acquisition process of properties with a value surpassing $4 million dollar in assets. • Assisted Property Manager in day to day management of twelve residential properties. • Handled the remodeling, and marketing of the rental properties. Reducing the turnover time for rental properties and minimizing vacancies. • Analyzed properties, finding the most profitable and realistic outcome for each project. • Carried out various ad hoc projects as directed by the… Show more • Advised on the acquisition process of properties with a value surpassing $4 million dollar in assets. • Assisted Property Manager in day to day management of twelve residential properties. • Handled the remodeling, and marketing of the rental properties. Reducing the turnover time for rental properties and minimizing vacancies. • Analyzed properties, finding the most profitable and realistic outcome for each project. • Carried out various ad hoc projects as directed by the property manager. Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Alternative Investment Processor

  • Oct 2013 - Apr 2014

  LPL Financial, 4707 Executive Dr, San Diego, CA 92121 • Maintained financial product databases by Inputting and quality controlling financial product data ranging from 2006-2012 using IBPM and Microsoft Excel. • Phoned Financial advisors to verify transactions, using DST Vision to obtain information on accounts. • Collaborated with the registrations department to better organize advisor profiles, both digitally and physically.