Dale Sanchez

Dale Sanchez Email and Phone Number

Mortgage Specialist / Underwriter Assistant / Creative Filmmaker / Social Media Video Creator - Adaptable, thorough, accurate, creative
Dale Sanchez's Location
Elk Grove, California, United States, United States
About Dale Sanchez

As a respected leader, I prioritize both employee and client satisfaction to drive business success. With a passion for learning, I strive to understand workflows across different verticals and identify opportunities for improvement in all interactions. I am now seeking to transition into a new role and am confident in my ability to adapt quickly to new environments and additionally I have a passion for creating marketing video for businesses.

Dale Sanchez's Current Company Details

Mortgage Specialist / Underwriter Assistant / Creative Filmmaker / Social Media Video Creator - Adaptable, thorough, accurate, creative
Dale Sanchez Work Experience Details
  • Finance Of America Mortgage Llc
    Mortgage Loan Set-Up Specialist
    Finance Of America Mortgage Llc Jul 2019 - Sep 2022
    -Managed mortgage loans set up leading for ordering FHA case numbers that also includes transferring, cancelling and updating cases for our borrowers and monitoring and maintaining daily pipeline for the wholesale channel and ensured timely response to our mailbox inquiries.-Managed ordering VA cases numbers and appraisals that includes negotiating with VA appraisers regarding orders, repairs, appointment schedules and invoices.
  • Newfi Lending
    Mortgage Specialist
    Newfi Lending Jun 2019 - Jul 2019
    Emeryville, Ca, Us
  • Finance Of America Mortgage Llc
    Mortgage Underwriter Assistant (Subject Matter Expert)
    Finance Of America Mortgage Llc Aug 2012 - Mar 2019
    Subject matter expert (SME) on Underwriting support department.- Managed all Underwriting Support functions that includes ordering Social Security Verification, flood certificate, tax transcripts, Credit Refresh, FHA and VA case numbers and VA appraisals, making calls for verification of employment.- Reviewed Appraisals, title reports, payoffs, income documents, hazard insurance, and all supporting conditions for required standard compliance prior to underwriter submission.- Managed all rush orders from underwriters.- Provided training for UW support duties & new hire employee.- Conducted daily review and follow-up with customers and vendors regarding outstanding items; gather necessary documentation as needed.
  • Pinnacle Capital Mortgage
    Underwriter Support
    Pinnacle Capital Mortgage Feb 2012 - Aug 2012
    Concord, Ca, Us
    - Managed and verified borrowers’ information to order flood certificates and signing them off from conditions. - Checked, uploaded and marked as received those prior to docs files from broker for the underwriter to review borrowers’ loan information.- Verified and uploaded borrowers’ Social Security Numbers to ensure company compliance.-Checked borrower’s employment information and ordered VVOEs.
  • Wells Fargo
    Fraud Prevention Specialist
    Wells Fargo Apr 2011 - Dec 2011
    San Francisco, California, Us
    - Audited client information to assure conformance to privacy regulations and Wells Fargo’s high security standards. - Collaborated with fellow analysts and Project Manager in brainstorming and process mapping of effective business strategies.- Transferred customers’ online billing account to another billing account.- Taking security Token orders to customers, ensuring and verifying all data needed to complete the orders.- Updated and verified accuracy of client address in order to assure efficiency in shipping process.- Assisted in the integration of the Wells Fargo acquisition of Wachovia by analyzing, verifying, and documenting sensitive customer information.- Participated in continuous computer based training modules in order to retain knowledge of banking industry standards that includes information in client database to assure accuracy and compliance with the Bank Secrecy Act of 1970 (known as the Currency and Foreign Transactions Reporting Act).

Dale Sanchez Education Details

  • Angeles University Foundation
    Angeles University Foundation
    General

Frequently Asked Questions about Dale Sanchez

What is Dale Sanchez's role at the current company?

Dale Sanchez's current role is Mortgage Specialist / Underwriter Assistant / Creative Filmmaker / Social Media Video Creator - Adaptable, thorough, accurate, creative.

What schools did Dale Sanchez attend?

Dale Sanchez attended Angeles University Foundation.

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