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Work experience

Apr 2006Jul 2008

Commercial Loan Administrator & Closer

Lehman Brothers - Small Business Finance

• Ordered and verified corporate documents, flood reports, tax verifications and title reports• Analyzed credit and financial information from financial statements, tax returns and credit reports• Acted as a liaison between Escrow, Title, Sales, and Credit to coordinate document preparation, loan signing, funding and closing• Prepared Lenders Instructions and Loan Documents for Conventional, Investor, SBA 504 and SBA 7(a) transactions• Reviewed and approved closing statements, escrow documentation, insurance, and outstanding loan conditions• Prepared Funding Info Sheets and coordinated with Wire Desk to assure timely funding of loans

Mar 2005Apr 2006

Mortgage Loan Closer

Provident Funding Associates, L.P.

• Generated loan documents • Performed pre-doc audit and verify employment• Reviewed funding packages to ensure accuracy and in compliance with state laws, federal regulations and company guidelines• Contacted Brokers and Title companies regarding outstanding conditions to be cleared • Prioritized and monitor loans to be funded according to lock expirations and rescission periods



Certificate - Accounting and Bookkeeping

Coastline Community College

Bachelor of Business Administration - Finance

Western Michigan University - Haworth College of Business


Experienced professional with expertise in loan processing and funding of conventional, SBA 504, and SBA (7a) loans. Proven ability to meet deadlines while maintaining accuracy. Recognized for quick learning ability, dependability and ability to multitask.

Knowledge of LaserPro Documentation system and QuickBooks. Bilingual: Fluent in spoken and written Vietnamese.