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Work Background
Newfi WholesaleMortgage Broker Service Representativ
Apr. 2022 - Jan. 2025
KnockJr. Processor (affected by company wide layoff)
Dec. 2020 - Mar. 2022RemoteLENDING ASSISTANT | DECEMBER.2020 – April 2021 Reviewed loan applications and contracts for accuracy. Developed checklist and process to ensure the highest quality file prior to handing it off to loan processors. JR. PROCESSOR TEAM LEAD | APRIL 2021 – MARCH 2022
Developed system, process, training material in order to build a team to review loan applications and contracts, review credit and AUS, order, follow up and review appraisals, title orders, HOI, and VOE. Trained and managed a team of 6.
C. Everett EnterprisesExecutive Assistant
Feb. 2002 - Dec. 2020San Clemente, CaAssisted my husband in building a successful retirement and real estate investing business. Supplied back office support to build a retirement planning business. Gained over 1000 clients and our company was consistently in the top 5 of the nation within our Field Marketing Organization and various Insurance companies. Researched investment properties for profitability, managed rehab teams, working with real estate agents on buying and selling properties. Over a course of 3 years, we built 10 spec homes, flipped/wholesaled 15 homes.
American Interbanc MortgageMortgage Loan Processor
May. 2001 - Jun. 2004Irvine, California, United StatesHandled incoming calls from consumers to confirm advertised interest rates
and consult with them on their mortgage needs. I would take the application
over the phone, request documentation needed to support the application
and complete the process through funding. Worked remotely and excelled at
working independently, consistently being one of the top closers in the
company.
Emery FinancialMortgage Loan Processor
Jan. 1992 - May. 2001Newport Beach, California, United StatesI was the mortgage processor for one of the top producers of the company.
After Mr. McCarter took the application and confirmed the interest rate, I
would lock in the rate with the lender, gather necessary documentation,
analyze the loan file to ensure that it met the lender's requirements,
package the file to submit to the underwriter and follow through with any
additional information to safeguard that the loan would close before the rate
lock expired. Our team of myself and 2 loan assistants consistently averaged
$15 - $20 million dollars in closings every month.
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