Claudia D. Email & Phone Number

Irvine, Ca, Us

Irvine, California, United States

Built and strengthened relationships with new and existing accounts to drive revenue growth.Achieved sales goals and service targets by cultivating and securing new customer relationships.Employ a strategic approach to prospecting, qualifying, presenting, and closing new accounts.Understand clients' objectives and challenges, and proactively provide solutions.Met and exceeded service level goals to achieve.Worked with senior management to initiate new projects and assist in various processes.Handled confidential and sensitive information with discretion and tact.Answered incoming calls, directing clients to individuals addressing specific needs.100+ outbound cold calls daily.Non-QM, Commercial and Hard Money knowledge.

Costa Mesa, California, United States

Set up and completed loan submission packages.Reviewed loan files for completeness, identified missing documentation, and generated condition lists forapplicants.Prepared documents for underwriting by verifying client income, credit reports, verification of employment and other information.Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.Monitors and ensures closing dates and company deadlines are met.Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and mortgage industry.Understands and applies local, state and federal regulations related to processing mortgage loans.Complies with all company policies and procedures.FHA, VA, Conv., FNMA and FHLC knowledge.Purchases and Refinance expert

Costa Mesa, California, United States

Set up and completed loan submission packages.Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.Prepared documents for underwriting by verifying client income, credit reports, verification of employment and other information.Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.Monitors and ensures closing dates and company deadlines are met.Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and mortgage industry.Understands and applies local, state and federal regulations related to processing mortgage loans.Complies with all company policies and procedures.FHA, VA, Conv., FNMA and FHLC knowledge.Purchases and Refinance expert.

Processed loans within various departments to achieve timely, accurate, and fair proceedings.Developed strong relationships with customers through high levels of customer service.Managed time efficiently in order to complete all tasks within deadlines.Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.Evaluated approvals against established bank and government lending standards.Managed over 30 files.Set up loan files, manually and on the computer, and order all exhibits (i.e., VOE's, VOD's credit report, etc.)FHA, VA, Conv., FNMA and FHLC knowledge.Purchases New Construction and Refinance expert.