Adam Lorenz Email & Phone Number

Jacksonville, Florida

Jacksonville, Florida

Corporate Headquarters - Based in San Diego, CA (Remote)- National subject matter expert on condominium and co-operative project standards in accordance with GSE, FHA, VA, USDA and Non-QM regulations.- Financial and risk management specializing in advanced cash-flow analysis of business tax returns, financial statements, budgets, commercial insurance.

Jacksonville, Florida

Jacksonville Branch- Promoted to Senior Underwriter in September 2016 (Underwriter III).- Prepared mortgage underwriting to GSE standards including self-employment, REO, multi-unit and project risk analysis with loan limit authority up to $650,000.- Assessed collateral documentation including appraisal reports, title commitments, lien searches, UCCs and.

Jacksonville, Florida

Jacksonville Branch- Client support and liaison between internal credit underwriters, appraisal management companies and mortgage brokers throughout the northeast region.- Assisted regional account executives with wholesale pipeline management for 100+ active files at any given time.- Duties expanded to team trainer developing step by step outlines.

Jacksonville, Florida

Jacksonville Branch- Monitor a submission pipeline of 80+ newly registered wholesale and mini-correspondent loans.- Independently allocate and process conventional, FHA, VA and USDA new loan submissions through Datatrac.- Review initial GFEs, 1003s and itemization of amount financed documentation to ensure completeness and consistency.- Process and send.

Jacksonville, Florida

Managed photo lab, guest services, electronics and employee training. Proficiency in customer sales, order and payment processing, supply orders and supporting vendor contact, customer service, manual counts and first-in, first-out method, equipment maintenance and new employee training/job shadowing.