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Skills

  • Budgets
  • Verification
  • Loan package audit facilitation
  • Multitasking in Deadline-Driven Environments
  • Clear and effective lender communication
  • Error reduction strategies in mortgage documentation
  • Execution of standardized post-close checklists
  • Federal and state mortgage regulations
  • Document summarization
  • Ensuring compliance with RESPA, TILA, and TRID

Work Experiences

  • Achieved improvements in 2022.
  • Double-checked the accuracy and completeness of registration documents before rejecting any packages that were not acceptable.
  • Conducted thorough reviews of loan documentation.
  • Collaborated with attorneys.
  • Delivered insights that optimized workflows.
  • Conducted regular team meetings.
  • Cut down file delivery requests by 17%.
  • Collaborated with title companies.
  • Addressed 10 transactions.
  • Developed strong relationships with lenders.

Summaries

  • Applied expertise across 7 mortgage files.
  • Achieved a consistent compliance rate of 68% by facilitating the final audit and submission of 9 loans in 2023.
  • Avoided procedure settlement delays.
  • Adept at resolving missing documentation.
  • Adept at analyzing mortgage documentation for errors.
  • Desire to bring 9 years of Miscellaneous experience to Meridian and take on new professional challenges.
  • Accomplished Post Close Coordinator.
  • Achieved 26% reduction in delays.
  • Conscious of the importance of evaluating details, compiling data, and making justifiable recommendations.
  • Achieved minimal discrepancies in reviews.

Accomplishments

  • Mentored and trained new hires on post-closing procedures, reducing their onboarding time by 12 weeks.
  • Orchestrated the post-close audit process for Adobe Creative Suite system enhancement, contributing to the reduction of document errors by 47%
  • Successfully maintained a pipeline of over 14 loans, ensuring accurate status updates and communication between internal and external teams.
  • Resolved discrepancies in escrow accounts post-closing, recovering an excess of $66,000 in misallocated funds, improving financial reconciliation.
  • Collaborated with loan origination and underwriting teams, ensuring a 63% on-time delivery of post-closed loan packages to investors.
  • Identified and resolved discrepancies in final settlement statements, ensuring correction within 16 business days.
  • Implemented new tracking systems for post-closing reviews, reducing error rates in final documentation by 56%.
  • Resolved product issue through consumer testing.
  • Reviewed and cleared post-close conditions on mortgage loans, achieving a 68% success rate on the first submission to investors.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association for Computing Machinery
  • Professional Mortgage Processors Community
  • International Association of Administrative Professionals (IAAP)
  • Certified Mortgage Post-Closing Specialists (CMPCS) Program
  • Loan Documentation & Compliance Association (LDCA)
  • Up-to-date Membership with the Mortgage Action Alliance (MAA)
  • American Marketing Association
  • International Association of Administrative Professionals
  • Society of Women Engineers
  • Society of Human Resource Management

Certifications

  • ServSafe
  • Certified Loan Signing Agent by Northwind
  • Risk Management Association (RMA) Credit Risk Certification
  • Certified Real Estate Closer (CREC) by Meridian
  • Certified Mortgage Professional (CMP)
  • Appraisal Standards Board (ASB) Uniform Standards of Professional Appraisal Practice (USPAP)
  • ALTA Best Practices Certified - system
  • Housing Finance Professional Certificate (HFPC)
  • Certified Mortgage Compliance Specialist (CMCS) by Lakeside Partners
  • Certified Business Analysis Professional (CBAP)

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