Albert Sanchez Email & Phone Number

Los Angeles, California, United States

Los Angeles, California, United States

• Reviewed and executed confidential documents, contracts and disclosures.• Analyzed market conditions to help clients make informed decisions about the buying, selling and renting of Real Estate properties.• Cultivated an excellent rapport and trust factor with clients which facilitated long term relationships, referrals and repeat business.• Successfully guided homebuyers and sellers through the sale and purchase of properties; coordinated appointments to show homes to prospective buyers.• Established and maintained a positive flow of communication with other Agents, buyers and sellers, mortgage officers, title personnel and attorneys involved in the home buying and selling process.

National Planning Corporation

• Establishment of new Pershing Brokerage accounts, including the review, submission and entry of data for qualified and non-qualified account registrations. (Over 3,500 accounts opened in 2018)• Initiation of incoming transfers, including ACAT, Non-ACAT, and Mutual Fund transfers. (Over 3,000 transfers initiated in 2018)• Follow up and tracking of incoming transfers from delivering entities.• Communicate registration, paperwork deficiencies and rejections to the field and delivering entities via phone, email, and webex.• Reconciliation of paperwork received Establishment of new Pershing Brokerage accounts, including the review, submission and entry of data. (Over 3,500 accounts opened in 2012)• Initiation of incoming transfers, including ACAT, Non-ACAT, and Mutual Fund transfers. (Over 3,000 transfers initiated in 2018)• Follow up and tracking of incoming transfers.• Communicate registration, paperwork deficiencies and rejections to the field.• Reconciliation and follow ups of paperwork received and deficiencies

Westlake Village, Ca

Perform on-going loan analysis with high attention to fee activity; mitigating risk and ultimately determining fee allocation to the new investor/servicer or borrower. Implement and assist team in an efficient and effective developing process to collect over aged fees from a wide variety of sources both external and internal; third party vendors, and from original first hand resources.

Westlake Village, Ca

Responsible for preparing and reviewing Mortgage files for an initial screening to validate accuracy of the fees and/or penalties assessed, whether or not loss mitigation procedures were correctly executed within applicable state and federal laws and that all required procedures were followed. • Conduct a complete review of the file to ensure all default timeframes were processed accurately. • Review to determine if ownership of the note and mortgage was properly documented when foreclosure proceedings were initiated and document any exceptions.• Determine if the foreclosure proceeding was processed in accordance with applicable state and federal laws, to include SCRA and US Bankruptcy Codes, and document any exceptions.• Validate fees and penalties charged and assessed were reasonable, customary and within the applicable state and federal laws, and document any exceptions.• Determine if there is evidence of a direct relationship between loss mitigation procedural errors and harm to the borrower.• Subsequently reviewed all files and decisioned independently.

Westlake Village - West Hills, Ca

• Promptly audit and assist in the purchase of five hundred million dollar worth of loans. • Diligently administer pipeline reports and home loan accounts through frequent use of spreadsheets. • Thoroughly audit loans for accuracy and adherence to legal and true representation to meet corporate compliance.• Consistently collecting, coordinating, and distributing pre-purchase reports to clients and management.• Continually identifying and recommending process improvements to enhance business opportunities.• Providing training, feedback, and opportunities for growth.• Firmly working alongside VP of Operations and Account Executives in building and maintaining elite business partners. • Providing management with adhoc reports for client activity and trends.• Effectively training and mentoring new hires in processing and in auditing. • Assisting team Manager in handling day-to-day issues that may arise with lenders • Managing Priority and Finance Reports • Build productive relationships, resolve complex issues and win customer loyalty.• Final review of 25 - 30 Mortgage files daily for purchase. • Verifying Documents to determine if value is supported.• Reviewing and verifying information in file to clarify discrepancies and to ensure loan satisfies chain of title• Using online resources to obtain necessary information such as public records, sales value and others.