Danielle Macias

Detail-oriented and results-driven mortgage and lending professional with 8+ years of experience in loan closing, funding, and customer relations. Skilled in ensuring compliance with regulatory requirements, coordinating with lenders and title companies, and streamlining processes to drive efficiency. Recognized for accuracy, problem-solving, and delivering exceptional customer service in fast-paced environments.

Closer - Secure Choice Lending - Riverside, CA

(2024-04)

• Review and verify transaction documents (contracts, title reports, inspection reports) for accuracy and compliance.
• Coordinate with lenders, processors, loan officers, and title companies to ensure smooth closing processes.
• Prepare and distribute closing documents, manage funds disbursement, and confirm all closing conditions are met.
• Serve as primary point of contact to resolve issues and maintain strong communication between stakeholders.

Customer Solutions Representative I - Southern California Edison - Irwindale, CA (Remote)

(2023-11 - 2024-01)

• Processed and validated program applications, ensuring data accuracy and completion.
• Maintained confidentiality while managing sensitive customer information.
• Met quality and productivity performance metrics while handling high-volume workloads.
• Organized and tracked incoming mail and documentation to support operational efficiency.

Funder - Closing USA - Plano, TX (Remote)

(2021-10 - 2022-07)

• Reviewed signed loan documents and confirmed readiness for funding.
• Balanced Closing Disclosures (CDs) to ensure accuracy and proper fund allocation.
• Coordinated with escrow and title to resolve discrepancies and confirm compliance.
• Utilized Ramquest and Filescan to manage and review loan files.

Funder / Funding Lead - Homepoint Financial - Chandler, AZ (Remote)

(2020-05 - 2021-10)

• Oversaw funding process and provided guidance to funding team members.
• Conducted thorough review of signed loan documents, ensuring compliance and completeness.
• Balanced CDs and verified funds with escrow/title partners.
• Improved accuracy and efficiency using Encompass and AIQ loan review systems.

Loan Setup Coordinator - HomeXpress Mortgage Corp. - Santa Ana, CA

(2018-11 - 2020-06)

• Reviewed and processed loan files for completeness, compliance, and accuracy.
• Generated and re-disclosed Initial Disclosures in compliance with regulations.
• Indexed and input data into LOS and imaging platforms, ensuring smooth loan setup.

Loan Setup Coordinator - Homebridge Wholesale - Irvine, CA

(2016-08 - 2018-11)

• Managed loan intake and document review for accuracy and compliance.
• Ensured timely and compliant redisclosures due to Change of Circumstance.
• Created and maintained accurate loan records in LOS and imaging systems.

Receptionist - Stonegate Mortgage - Lake Forest, CA

(2016-04 - 2016-08)

• Greeted clients and maintained visitor security procedures.
• Managed appointment scheduling, calls, and clerical duties.
• Supported office operations with organization and communication skills.