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.
