Jacquelyn Mcguire Email & Phone Number

Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Az

Aided Branch Manager in making sure the loans are closing on time. Trained all new processors hired on and overseeing all on-board processors in my branch. Main point of contact for our branch for the loan officers, loan officer assistants & processor for general lending questions and guidelines as well as issues when running AUS findings. Kept track of all loans turned into processing . Created processing guidelines, checklists, and procedure manuals for our office. Assisted in hiring new… Show more Aided Branch Manager in making sure the loans are closing on time. Trained all new processors hired on and overseeing all on-board processors in my branch. Main point of contact for our branch for the loan officers, loan officer assistants & processor for general lending questions and guidelines as well as issues when running AUS findings. Kept track of all loans turned into processing . Created processing guidelines, checklists, and procedure manuals for our office. Assisted in hiring new processors. Processed Conventional, FHA, VA, USDA & HARP (DU & LP) mortgage loans. Worked with over 30 different lenders. Reviewed, analyzing & organizing all loan documentation by calculating income (including self-employment & rental income) & debt-to-income ratios as well as running AUS findings. Extremely proficient in running LP & DU/DO automated underwriting findings. Redisclosing RESPA docs. Proficient in ordering all third party verifications. Updated Encompass 360 recording when files moved to the next milestones, kept records of all transactions, including a daily pipeline report and conversation log entries. Locked all loans and stayed on top of the lock expiration dates. Followed up daily on outstanding items. Kept a pipeline report with detailed information of what the current status of the loans in process were. Kept a pipeline report with detailed information of what the current status of the loans in process are. This includes the dates of when certain milestones happened or are expected to happen as well as what is needed to complete the next step in the loan process. It is updated throughout my workday and is sent out to management, loan officers & the loan officer assistants at the end of every business day so everyone knows what was going on with the loans in process. Show less

Scottsdale, Az

Aided Branch Manager in making sure the loans are closing on time. Trained all new processors hired on and overseeing all on-board processors in my branch. Main point of contact for our branch for the loan officers, loan officer assistants & processor for general lending questions and guidelines as well as issues when running AUS findings. Kept track of all loans turned into processing . Created processing guidelines, checklists, and procedure manuals for our office. Assisted in hiring new… Show more Aided Branch Manager in making sure the loans are closing on time. Trained all new processors hired on and overseeing all on-board processors in my branch. Main point of contact for our branch for the loan officers, loan officer assistants & processor for general lending questions and guidelines as well as issues when running AUS findings. Kept track of all loans turned into processing . Created processing guidelines, checklists, and procedure manuals for our office. Assisted in hiring new processors. Processed Conventional, FHA, VA, USDA & HARP (DU & LP) mortgage loans. Managed an average pipeline of 45 loans. Worked with over 50 different lenders. Reviewed, analyzing & organizing all loan documentation by calculating income (including self-employment & rental income) & debt-to-income ratios as well as running AUS findings. Extremely proficient in running LP & DU/DO automated underwriting findings. Redisclosing RESPA docs. Proficient in ordering all third party verifications. Updated Encompass 360 recording when files moved to the next milestones, kept records of all transactions, including a daily pipeline report and conversation log entries. Locked all loans and stayed on top of the lock expiration dates. Followed up daily on outstanding items. Kept a pipeline report with detailed information of what the current status of the loans in process were. Kept a pipeline report with detailed information of what the current status of the loans in process are. This includes the dates of when certain milestones happened or are expected to happen as well as what is needed to complete the next step in the loan process. It is updated throughout my workday and is sent out to management, loan officers & the loan officer assistants at the end of every business day so everyone knows what was going on with the loans in process. Show less

Processed Conventional, FHA, VA, USDA & HARP (DU & LP) mortgage loans. Managed an average pipeline of 45 loans. Worked with over 40 different lenders. Responsible for reviewing, analyzing & organizing all loan documentation by calculating income (including self-employment & rental income) & debt-to-income ratios as well as running AUS findings. Extremely proficient in running LP & DU/DO automated underwriting findings. Redisclosing RESPA docs. Proficient in ordering all third party… Show more Processed Conventional, FHA, VA, USDA & HARP (DU & LP) mortgage loans. Managed an average pipeline of 45 loans. Worked with over 40 different lenders. Responsible for reviewing, analyzing & organizing all loan documentation by calculating income (including self-employment & rental income) & debt-to-income ratios as well as running AUS findings. Extremely proficient in running LP & DU/DO automated underwriting findings. Redisclosing RESPA docs. Proficient in ordering all third party verifications. Ordered loan docs with the closing departments. Communicated with the Title/Escrow officers in regards to items needed on the files to be cleared to close or funded as well as approved and or requesting changes that needed to be made to the HUD-1 Settlement Statement for funding. Updated Calyx Point (LOS) recording when files moved to the next milestones, kept records of all transactions, including a daily pipeline report and conversation log entries. Locked all loans as well as staying on top of the lock expiration dates and extending or relocking them when required to do so. Followed up daily on outstanding items to aid in closing the loans faster. Kept a pipeline report with detailed information of what the current status of the loans in process were. This includes the dates of when certain milestones happened or are expected to happen as well as what was needed to complete the next step in the loan process. It was updated throughout my work day and was sent out to management, loan officers & the loan officer assistants at the end of every business day so everyone knew what was going on with the loans in process. Responsible for aiding my Branch Manager in making sure the loans are closing on time and with no problems as well as being his processor on his loan files that he originates. Main point of contact for our branch for the loan officers, loan officer assistants & processor for general lending questions and guidelines as well as issues when they ran AUS findings. Show less

Scottsdale, Az

* Responsible for drawing mortgage loan documents (Conventional, FHA, VA & USDA loans) using Doc Prep Services & Docutech/ConformX * Responsible for double checking initial & Final TIL APR's & GFE compliance while drawing docs as well as when loan was being funded * Communicating with the Title/Escrow officers in regards to changes needed to be made to the HUD-1 Settlement Statement, as well as approving HUD-1 Settlement Statements for funding and balancing wire amounts *… Show more * Responsible for drawing mortgage loan documents (Conventional, FHA, VA & USDA loans) using Doc Prep Services & Docutech/ConformX * Responsible for double checking initial & Final TIL APR's & GFE compliance while drawing docs as well as when loan was being funded * Communicating with the Title/Escrow officers in regards to changes needed to be made to the HUD-1 Settlement Statement, as well as approving HUD-1 Settlement Statements for funding and balancing wire amounts * Funding and reviewing Conventional, FHA, VA & USDA mortgage loans * Insuring FHA loans with HUD and insuring USDA loans with Rural Development * In charge of requesting the Note to be sent to the investor once funded and file sent; shipping all collateral and loan files through Federal Express and electronically * Notarizing Corporate Assignments and documents * Responsible for updating ProVantage & DataTrac; recording when files moved to docs, was funded, was shipped, when the loans was purchased, etc. and keeping tight records of all transactions * Responsible for all post closing duties which includes MERS registration and transfers, sending all final Title Policies and recorded Deeds/Mortgages to our investors, as well as sending in any post-closing conditions to investors and HUD * Communicating with our multiple warehouse lines (Preferred Bank, Gateway Bank, Lone Star Bank, etc.) to make sure they have all documentation they need in order to send wire to Title/Escrow companies. Show less

*Responsible for drawing mortgage loan documents (Conventional, FHA, VA & USDA loans) using IDS loan document service*Communicating with the escrow officers in regards to changes needed to be made to the Settlement Statement, as well as approving Settlement Statements for funding and balancing wire amounts*Funding and reviewing mortgage loans*Insuring FHA loans with HUD and insuring USDA loans with Rural Development*Communicating with warehouse banks and sending in funding… Show more *Responsible for drawing mortgage loan documents (Conventional, FHA, VA & USDA loans) using IDS loan document service*Communicating with the escrow officers in regards to changes needed to be made to the Settlement Statement, as well as approving Settlement Statements for funding and balancing wire amounts*Funding and reviewing mortgage loans*Insuring FHA loans with HUD and insuring USDA loans with Rural Development*Communicating with warehouse banks and sending in funding requests and purchase advice*Manage multiple warehouse lines of credit; ensuring money was available to fund loans on our line*In charge of requesting the Note to be sent to the investor once funded and file sent; shipping all collateral and loan files through UPS and electronically*Notarizing Corporate Assignments and documents*Ensured files were shipped out in a timely fashion in order to help investors purchase loans quicker, also helping to meet monthly goals*Responsible for updating Encompass; recording when files moved to docs, were funded, were shipped, loans were purchased, etc. and keeping tight records of all transactions*Ensuring investor's (Chase, CitiMortgage, GMAC, Provident, Bank of America, etc.) conditions were met in a quick manner in order for us to sell the loan, which also included additional processing of the loan (correcting DU/LP, etc)*Keeping communication flowing between my investor correspondents; updating each other with the statuses of the loans*Keeping Excel chart to track status of all loans*Responsible for all post closing duties which includes MERS registration and transfers, sending all final Title Policies and recorded Deeds/Mortgages to our investors, as well as sending in any post-closing conditions to investors and HUD*Responsible for aiding the Accounting Department in various jobs that they needed my assistance with taking care of (i.e. organizing & scanning invoices, inputting Tax information into database, pulling reports, etc) Show less

* Trained new associates as well as old ones in the different positions throughout In-N-Out Burger * Conducted evaluations on associates who were trying to learn a new position * Ensured all employees had taken all of the correct tests as required * Opened the store in the morning by preparing all produce, stocking up the boards and grills, cleaning the store, and managing the money that came in * Proficient in all of the positions available and was requested… Show more * Trained new associates as well as old ones in the different positions throughout In-N-Out Burger * Conducted evaluations on associates who were trying to learn a new position * Ensured all employees had taken all of the correct tests as required * Opened the store in the morning by preparing all produce, stocking up the boards and grills, cleaning the store, and managing the money that came in * Proficient in all of the positions available and was requested multiple times to become a manager * Other daily tasks were taking orders (inside and drive thru), handling cash and credit/debit card transactions, cooking the burgers and fries, working the burger board, cleaning the dining room and giving great customer service Show less

* Took Take-Out orders over the phone and relayed the orders to the cooks. * Handled the Take-Out orders check-outs; handling cash, debt/credit cards & coupons * Closed the cash register daily * Greeted customers as they arrived and departed * Sat all guests at their tables * Made all reservations for guests

Accounting/Finance

Worked toward Associate of Arts degree with college credits in Accounting, Book Keeping and Psychology.

Poltical Science

Diploma, General

Activities and Societies: Varsity Badminton Team