William Lee

Mortgage Post Closing and Settlement Closing professional with experience supporting residential mortgage transactions, title coordination, settlement documentation, quality assurance, and client service. Skilled in reviewing loan and title documents, coordinating with lenders, title companies, attorneys, and borrowers, and ensuring accurate, timely file completion. Proficient with ResWare, Snapdocs, Yardi, BuildingLink, OnQ, and FOSSE.

Known for strong attention to detail, organization, and customer service in fast-paced environments.

Mortgage Post Closing Specialist - Guardian Asset Management (Supporting Ave 365 Lending Company)

(2023-01 - 2026-12)

• Utilized ResWare daily to review, manage, and process residential mortgage loan files throughout the post-closing lifecycle.
• Reviewed completed loan packages for accuracy, completeness, and proper document order, ensuring lending, funding, title, recording, and closing documents were assembled according to company post-closing procedures.
• Prepared recording document copies, scanned and uploaded finalized loan documentation into the electronic document management system, and transmitted eNote and eSign documents to the lender through Snapdocs to support funding and post-closing completion.
• Recognized and reviewed a wide range of mortgage documentation, including lending documents, funding documents, title documents, recording documents, closing disclosures, ALTA documents, and supporting loan documentation to ensure files were complete and ready for final processing.
• Identified missing, inaccurate, or incomplete documentation and coordinated timely corrections before final loan completion, including verifying critical post-closing compliance elements such as proper receipt of funds, correct delivery method documentation, notarized acknowledgments with clearly stamped seals, fully executed borrower and lender signatures, and ensuring all dates were accurate, legible, and properly reflected across all final loan documents.
• Followed established Standard Operating Procedures (SOPs) to ensure loan files progressed efficiently through each stage of the post-closing process.
• Coordinated with borrowers, title companies, settlement agents, internal recording teams, and lenders to obtain outstanding documentation, resolve post-closing conditions, and facilitate timely loan completion.
• Utilized Snapdocs to send, receive, and manage mortgage closing documents while maintaining effective communication with internal and external stakeholders.
• Monitored active loan pipelines to ensure documentation was received, reviewed, processed, and finalized within required deadlines.
• Followed up with emails and recorded loans when funds had been disbursed and cleared for funding as part of daily record-keeping responsibilities.
• Generated end-of-day manifest reports by extracting loan record data from ResWare into Microsoft Excel for document tracking, returned document processing, and operational reporting.
• Verified that loan funds were properly wired or received by check, and reviewed the Closing Disclosure to ensure cash to close amounts were accurately audited and balanced before final loan completion.

Quality Assurance Coordinator - Spirit Airlines

(2019-01 - 2023-12)

Coordinated quality assurance efforts across guest service operations to ensure compliance with airline procedures, safety standards, and customer service expectations.

• Assisted leadership teams in monitoring operational performance, identifying service improvement opportunities, and maintaining consistent operational standards.
• Conducted quality reviews of passenger interactions, boarding procedures, and service workflows to support efficiency and customer satisfaction goals.
• Supported employee coaching and training initiatives by providing guidance on operational procedures, customer service standards, and conflict resolution techniques.
• Collaborated with airport operations teams and supervisors to resolve operational issues and improve communication across departments.
• Prepared operational reports, documented service trends, and escalated critical concerns to management while maintaining professionalism in high-pressure environments.

Concierge Supervisor - Maverick Real Estate Partners

(2016-01 - 2019-12)

Responsible for the operations of multiple residential properties, while creating an initial environment of security and comfort for all residents and their guests.

• Managed front desk and concierge operations across multiple residential properties, serving residents, guests, and vendors in luxury residential environments.
• Handled resident escalations, guest access management, package coordination, and administrative support while maintaining professional service standards.
• Trained and onboarded new team members on customer service procedures, safety protocols, and daily operational workflows.
• Conducted routine inspections of lobby and common areas to ensure cleanliness, organization, and overall property presentation standards.
• Utilized Yardi, BuildingLink, and PMS systems daily to support resident communication, scheduling, and operational coordination.
• Collaborated with property management teams to support building operations and resident satisfaction initiatives.

Bachelors - Business Administration & Management - Temple University