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Highly detail-oriented and organized loan processor candidate seeking a position that will provide a fast-paced, challenging environment and which will utilize my skills in financial information management, research, and communication services.

Work experience

Prospect Mortgage., LLC

Feb 2016Present

Senior Loan Processor

Provide quality loan processing, reviewing fields for adherence to underwriting standards and ensuring completeness of submission. Will contact borrower to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers.

Managing a pipeline of 81loans consisting of VA, Streamlines, FHA, Conventional and Purchases.
Manage pipeline from opening through closing never forgetting that communication between all parties is mandatory every 3 days.
Excellent communication skills.
Strong financial management, accounting, and loan interviewing abilities.
Highly motivated and very interested in making sure that both the organization and the individual benefit from the loan process.
Prepare, balance and send/track Closing Disclosures to enable a speedy and fluid file closing.

First Direct Lending

Feb 2015Feb 2016

Senior Loan Processor

Provide support to Loan Officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages.

  • Reviewed and verified borrowers' income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal.
  • Ensured all files were complete prior to underwriting hand-off and coordinated effectively with title companies to ensure smooth closings.
  • Outperformed company average in achieving loan processing turn-around time of 30 days or less (compared to typical 60 days).

Lenox Financial

Dec 2014Feb 2015

Senior Loan Processor Reverse Mortgages

Responsible for working with borrowers and business partners in a professional and customer service orientated manner. Required to  gather and organize documentation while maintaining knowledge on current compliance and regulations.

  • Managed intake and processing of home refinance loans from underwriting to closing.
  • Coordinated file preparation and compliance for investor purchase
  • Managed top levels of customer service with borrowers.
  • Provided support to loan originator and underwriting departments
  • Researched and reviewed income, HUD-1, appraisals and property information.

New American Funding

May 2014Nov 2014

Reverse Mortgage Processor

Dedicated professional support to a loan officer by completely documenting a mortgage loan file for submission of the file to underwriting where the approval or denial process of the application is made. With daily interactions with loan officers and staff involved in underwriting and closing. 

  • Process applications from time of receipt of application to submission of the loan package to underwriting.
  • Gather, organize and track loan documentation
  • Work with lenders, applicants, underwriters, appraisers and others to complete processing
  • Resolve customer service issues
  • Verify customer occupancy documentation and resolve routine title issues including vesting issues and various liens
  • Execute closing actions to ensure a timely and effective closing process
  • Performs other related duties as assigned.

American Advisors Group

Mar 2013April 2014

Senior Loan Processor Reverse Mortgage

Coordinated with Customers, Loan Officers, and Underwriters to gather necessary documentation to create and fulfil loan packages.

  • Maintained office systems, customer file organization, and current workflow procedures.
  • Facilitated informative and highly participatory onsite training for associates, focusing on quality and policy adherence.
  • Suggested new processes to improve efficiencies and increase customer satisfaction.
  • Collaborated with multiple departments to  close and fund loans.

Promontory Financial

Oct 2011Mar 2013


  • Reviewed foreclosure files for OCC to confirm modification and foreclosure processes within state requirments.
  • Performed financial assessments and determined eligibility options.
  • Reviewed loan agreements to ensure that they were complete and accurate.
  • Addressed and reported customer product complaints, validating all necessary options provided to the consumer to prevent foreclosure. 

Parsa Law/USLMP/Liberty Law Group

Apr 2008Oct 2011

Account Manager/Senior Loan Processor 

Managed a portfolio of loans in default, imminent default loans with a focus on loan modifications; assumed responsibility for validating documents.

  • Created document checklists according to the type of modification consideration; responded appropriately to internal or other 3rd party inquiries.
  • Gathered documents for the loan modification process which included credit report updates, appraisals, income tax returns, and asset verifications.
  • Communicated with CRM/UW to request additional documents; analyzed requests to determine appropriate courses of action and steps required.
  • Ensured strict adherence to operational policies, procedures, and guidelines; established strong working relationships with the management and staff.
  • Submitted completed files to Underwriters. 


Self Motivated/Self Starter

Problem Solving and Critical Thinking

Data Entry / 10-Key

Customer Service

Document Scanning/ Faxing

Records Management

Front Desk Reception


Patty Lord

Personal Reference

Victor Castillo

Work Reference

Joanne Marquez

Personal Reference

Scot Rea

Personal Reference

Teri Castro 

Work Reference

Dawn Manns

Personal Reference


Polaris High School