Experience

Ygrene Energy Fund

• United States
• Financial Services
• 100 - 200 Employee

• Funding Team Lead (Remote)

  • Aug 2016 - Present

  Petaluma, California In addition my role as a Sr. Funder, I perform special projects requested by management. Act as an ambassador for our department. Stay up to date with all changes to policy via the Knowledge Base and inform my team promptly of all new changes. Help Funding and Funding Documentation teams in CA and in FL with any funding questions or concerns. Review all closing documentation to ensure accuracy and compliance guidelines have been met per district specifications. Ability to manage a high volume… Show more In addition my role as a Sr. Funder, I perform special projects requested by management. Act as an ambassador for our department. Stay up to date with all changes to policy via the Knowledge Base and inform my team promptly of all new changes. Help Funding and Funding Documentation teams in CA and in FL with any funding questions or concerns. Review all closing documentation to ensure accuracy and compliance guidelines have been met per district specifications. Ability to manage a high volume of funding’s on a daily/weekly basis in addition to my role as Funding Team Lead. Review projects and confirm project is complete prior to funding the loan. Send conditions to PC’s in a clear precise manner. Verify final financing agreements are accurate and fully executed and ready to send to investor. Pay great attention to detail when funding loans and releasing funds to contractors. Request Bond Issuance for all new Bonds in FL & MO. Balance Collaterals in Sharepoint at the end of each funding round. Sr. Funder Role: Review of all closing documents to ensure accuracy and that compliance guidelines are met per district specifications. Ability to manage a high volume of fundings on a weekly basis. Monthly quality control review of funded projects to provide analysis and verify compliance of internal and investor guidelines.Prepare financing documents and coordinate accurate execution of such documents with property owners, contractors and signing agents. Review projects and confirm project is complete with appropriate permits, inspections and lien releases as applicable. Support documentation requirements for final financing agreements and work within district requirements to finalize project and financing. Thorough knowledge of program products, underwriting guidelines and general escrow and funding practices and documentation. Show less



First Priority Financial Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Funder/Closer

  • Nov 2014 - Jul 2016

  Santa Rosa, California Review funding package once received. Check all documents for accuracy, signatures, dates, etc. Place all documents in their assigned place holders in Encompass. Review HUD-1 Settlement statement for accuracy and compliance, when compared to the disclosed loan information in Encompass. Add any conditions needed to correct HUD-1 after review. Review and clear all other funding conditions and add any new conditions needed. Securely send conditions memo to Escrow and Loan Processor and clear… Show more Review funding package once received. Check all documents for accuracy, signatures, dates, etc. Place all documents in their assigned place holders in Encompass. Review HUD-1 Settlement statement for accuracy and compliance, when compared to the disclosed loan information in Encompass. Add any conditions needed to correct HUD-1 after review. Review and clear all other funding conditions and add any new conditions needed. Securely send conditions memo to Escrow and Loan Processor and clear conditions upon receipt of satisfactory documentation provided. Calculate funding wire and send funding balance to Escrow via secure email to make sure we both balance. Triple check closing costs, credits, bank wiring info, etc. and send wire to the Warehouse Bank; currently there are 3 banks. Prep file for shipping, making sure all executed documents are marked "ready to ship" for the Post-closing Dept. to ship to the investor. Show less



Pack Ship & More

• Manager

  • Aug 2013 - Dec 2014

  Windsor, California Motivate, train and develop all customer service associates, focusing on excellent customer service. Maintain a high level of orderliness throughout the center by assisting the owner in creating systems that ensure compliance in the all areas. Become involved with and assist the store owner in achieving new revenue through marketing plans. Manage the Mailbox rentals and renewals on a monthly basis. Manage customer credit accounts on a monthly basis. Perform all areas of inventory control… Show more Motivate, train and develop all customer service associates, focusing on excellent customer service. Maintain a high level of orderliness throughout the center by assisting the owner in creating systems that ensure compliance in the all areas. Become involved with and assist the store owner in achieving new revenue through marketing plans. Manage the Mailbox rentals and renewals on a monthly basis. Manage customer credit accounts on a monthly basis. Perform all areas of inventory control, ordering, stock and vendor relationships. Ensure that all customer service associates maintain a professional, friendly attitude at all times. Pro-actively handle customer complaints and assist customers with problems to resolution. Accurately perform daily close out procedures, general ledger administration, bank deposits and other accounting functions in accordance with company procedure. Efficiently utilize computer systems in support of communication, reporting and other business requirements. Make sure myself, and all customer service associates are properly trained on all shipping guidelines for all carriers, including USPS, FEDEX, UPS & DHL. Assist the store owner in planning, preparing and conducting meetings, developing incentive programs and other associate related activities. Assume all managerial duties in the store owner’s absence. Show less



Central Processing / Great Plains National Bank

• Sr. Mortgage Loan Processor

  • Aug 2011 - Jul 2013

  Santa Rosa, California Plan, prepare and organize mortgage loan documentation to ensure accurate and expeditious loan closings while providing superior customer service. Thorough knowledge in the use of Internet-based loan origination software Avista, Encompass & Calyx Point. Proficient with FHA, DU, VA & conventional loans. Knowledge of several Investor guidelines and compliance requirements. Communicates effectively both verbally and in writing with vendors and other employees. Have established effective working… Show more Plan, prepare and organize mortgage loan documentation to ensure accurate and expeditious loan closings while providing superior customer service. Thorough knowledge in the use of Internet-based loan origination software Avista, Encompass & Calyx Point. Proficient with FHA, DU, VA & conventional loans. Knowledge of several Investor guidelines and compliance requirements. Communicates effectively both verbally and in writing with vendors and other employees. Have established effective working relationships with a diverse group of people including title companies, appraisal companies, service providers and branch employees. Ability to act independently and confidentially, while taking leadership using discretion and tact. Ability to analyze situations and recommend workable solutions. Ability to coordinate a variety of activities simultaneously and prioritize work. Show less



Redwood Credit Union

• United States
• Banking
• 300 - 400 Employee

• Mortgage Loan Processor

  • Jun 2010 - Aug 2011

  Santa Rosa, Ca Plans, prepares and organizes real estate loan documentation to ensure accurate and expeditious loan closings while providing superior Member service. Thorough knowledge in the use of Internet-based loan origination software Prime Alliance. Knowledge of Investor guidelines and compliance requirements. Communicates effectively both verbally and in writing with vendors and other Credit Union employees. Have established effective working relationships with a diverse group of people including… Show more Plans, prepares and organizes real estate loan documentation to ensure accurate and expeditious loan closings while providing superior Member service. Thorough knowledge in the use of Internet-based loan origination software Prime Alliance. Knowledge of Investor guidelines and compliance requirements. Communicates effectively both verbally and in writing with vendors and other Credit Union employees. Have established effective working relationships with a diverse group of people including vendors and other Credit Union employees. Show less



Harris Appraisal Services

• Appraiser Assistant/Office Manager

  • Sep 2007 - Sep 2009

  Prepare new appraisal orders (running MetroScan, MLS, plat maps, ordering legal descriptions, collecting zoning information from city/county planning departments, generating computer sketches). After the inspection, Input all data onto the appraisal grid for the Appraiser to complete the appraisal. Process completed appraisal (making copies, reviewing finished appraisal, filling, and mailing). Answer phones, schedul appointments with borrowers/owners and/or realtors. Update database logs… Show more Prepare new appraisal orders (running MetroScan, MLS, plat maps, ordering legal descriptions, collecting zoning information from city/county planning departments, generating computer sketches). After the inspection, Input all data onto the appraisal grid for the Appraiser to complete the appraisal. Process completed appraisal (making copies, reviewing finished appraisal, filling, and mailing). Answer phones, schedul appointments with borrowers/owners and/or realtors. Update database logs, updating each management company and/or lenders with status/appointment times, filing, input digital photos, clone appraisals & software problem solving, personal assistant (banking, errands, etc.) Show less



Benchmark Lending Group

• Financial Services
• 1 - 100 Employee

• Funding/Closing/Appraisal & Signing Coordinator

  • Apr 2005 - Sep 2007

  Santa Rosa, California Funding/Closing/Appraisals & Signing Coordinator Responsibilities: Generated loan documents for signings with Doc Magic & Documents Systems Online, Reviewed all documents for accuracy after signings when received back from title, completed collaterals for warehouse banks, collected and signed off all conditions, generated funding figures, generated funding with Countrywide Warehouse, Wembley Warehouse, Aurora Warehouse & Impac Warehouse, familiar with Destiny LOS System & Calyx Point… Show more Funding/Closing/Appraisals & Signing Coordinator Responsibilities: Generated loan documents for signings with Doc Magic & Documents Systems Online, Reviewed all documents for accuracy after signings when received back from title, completed collaterals for warehouse banks, collected and signed off all conditions, generated funding figures, generated funding with Countrywide Warehouse, Wembley Warehouse, Aurora Warehouse & Impac Warehouse, familiar with Destiny LOS System & Calyx Point, coordinated appraisals and reviewed final appraisals, requested and received conditions for appraisals, interacted with multiple appraiser's daily as well as loan officers and processors & coordinated all signings. Show less



United Country Trellis Realty

• Real Estate Agent/Office Manager

  • Sep 2002 - Apr 2005

  Cloverdale, California Assisted clients with purchasing & listing/selling their homes (executing listing and purchase contracts, marketing, holding open houses, showing homes to prospective buyers, keeping my clients informed and constantly updating them with status or new opportunities), inputted & updated all office listings on the mls, created & maintained client files for the office (scheduling appointments, watching deadlines, marketing, etc.), general bookkeeping and administrative support, performed all… Show more Assisted clients with purchasing & listing/selling their homes (executing listing and purchase contracts, marketing, holding open houses, showing homes to prospective buyers, keeping my clients informed and constantly updating them with status or new opportunities), inputted & updated all office listings on the mls, created & maintained client files for the office (scheduling appointments, watching deadlines, marketing, etc.), general bookkeeping and administrative support, performed all clerical tasks (phones, computers, technical issues, etc.) Show less