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Cassandra Luna

  • Rancho Santa Margarita California
  • (949) 300-6750

Sr. Loan Processor

Career Summary:

I am an enthusiastic, results-driven professional with talent for building relationships and creating new opportunities. My experience stems across multiple industries and verticals. I've been fortunate to represent organizations large and small. 

Work History

Dec 2015Present

Sr. Loan Processor

Ladera Lending, Inc.
  • FHA, VA, Conventional purchases and refinance loans; processed via delegated and non-delegated
  • Managed pipeline of 35+
  • Reviewed and requested items per necessary guidelines
  • Managed loans from start to close of escrow
Jun 2015Feb 2016

Sr. Loan Processor

Intercap Lending, Inc. 
  • Work with a team of 15 Loan Officers
  • Run all programs to be compliant with lender guidelines
  • FHA, VA and Conventional loans priced through system manually and through requested programs
  • Manage pipeline of 50+/month
Jun 2013June 2015

Director of Processing

Funding Well Capital
  • Created Credit repair program for potential clients
  • Structure transactions
  • Maintain Vendor and Bank Relations
  • Manage Lender Matrix with updated bank information
  • Handle all new bank applications and information for new programs
  • Create financing programs for vendors
Oct 2011Jun 2013

Sr. Loan Processor

Spectrum One Mortgage
  • FHA, VA, HAPR and A paper loans priced and submitted
  • Ordered all T&E, Appraisals and payoffs
  • Worked with team of 5 Loan Officers
  • Managed a Jr. Loan Processor and trained to become a Sr. Loan Processor
Sep 2010Oct 2011

Sr. Loan Processor

Pacific Coast Realty & Lending
  • Priced and Submitted files to appropriate lenders
  • Specialized in FHA, VA and Short Sale home loans
  • Managed owners schedule for listings and client meetings

Oct 2009Sep 2010

Sr. Loan Processor

Greenlight Financial Services, Inc.
  • Underwrote loans through Greenlight's system
  • Document preparation
  • Packaged deals to sell to other banks to have loan taken off of warehouse line
  • Managed pipeline of 50+ deals

Jun 2008Oct 2009

AP/AR Specialist/Administrator

Auto Truck & Glass, Inc.
  • Monthly State Sales taxes and filings
  • Update and upkeep of large accounts across the US
  • Collections
Jul 2003Jun 2008


Peoples Choice Mortgage, Inc.
  • Analyzed information on applications
  • Calculated DTI's
  • Ensured property specifications met loan terms
  • Utilized Calyx Point and People Choices underwriting system, as well as manually underwrote transactions
Feb 2006Jun 2008

Executive Assistant

  • Managed calendar, travel and daily tasks of both owners
  • AP/AR for 3 separate companies
  • Payroll for 40+ employees
  • Research for potential buyers and their needs for the product


Jan 2014Jun 2016

Associates in Business Management

Orange Coast College

Associate in Business Management with the ability to transfer to obtain Bachelors Degree by June 2018 in Business Management. 


May 2015Present

Academy for Lease & Finance Professionals

Certificated License Finance Professional 


Advantage, Calyx, Encompass, Loan Sifter, Office/Works, Excel, Power Point, Quicken, Quickbooks, 10 Key, Adobe Acrobat, Customer Service, Accounting, Loan Placement, Underwriting, Management, Send Blaster, Credit Repair, Financial Analysis of Tax Returns, PFS' and Balance Sheets