Adrian Magno Email & Phone Number

Los Angeles, California, United States

• Responsible for the closing of 1st TD Mortgage Loans (Purchase Loans and Cash-Out Refinance Loans) and 2nd TD Mortgage Loans (Home Equity Line of Credit and Home Equity Fixed Rate Loans)
• Proficient in operating Encompass, Symitar, Meridian Link, and Fiserv Payments Exchange Website
• After Final Approval from Underwriting, review Refinance/Purchase Loan Transaction, and confirm Loan abides TRID Compliance Guidelines
• Prepare Loan for Closing on Encompass and send Closing Disclosure to Borrowers via Encompass
• Correspond with Escrow Officer to set up Loan Signing with Borrowers and balance with Closing Disclosure, draw Loan Documents from Encompass, and send Loan Documents to Escrow Officer
• Review Executed Loan Documents and upload Loan Documents into respective file on Encompass

Los Angeles, California, United States

• Manage own 1st Mortgage TD Loans and Home Equity Line of Credit Loan Pipeline
• Correspond with Loan Applicants and process Loan Requests on Encompass
• Review borrowers’ documents and advise for any Underwriting conditions requested by Underwriter
• Perform Income Analysis and conduct Verbal Verification of Employment
• Order required Reports such as Appraisals, Credit Reports, Title Reports, Flood Certifications, Hazard Insurance, Payoff Demands, and Condominium Certifications
• Obtain Pricing for Loan Request and lock Rate

Irvine, California, United States

• Initial set up of loans by sending disclosures and gathering Income Documents
• Order Title and Escrow, conduct Verification of Employment, run Credit Report, and order Appraisal
• Review Loan File, stack documents in proper submission order and submit Loan File to specific Lender for Underwriting Approval
• After Underwriter Approval, gather conditions prior to Final Loan Documents

Chesapeake, Virginia, United States

• Compliance with HIPAA Rules and Regulations
• Obtain patient face sheets on Sentara MD E-Care Health Network
• Demograph and update patients’ information into PRISM Database System
• Update patients’ health insurance for billing and claims purposes
• Set up new Patient Accounts on PRISM Database System
• Balanced amounts on batch control by calculating hospital charges on PRISM