Johnson Ching Email & Phone Number

Fremont, California, United States

Manage a team of Mortgage Experience AssociatesMaintain a personal loan pipelinePrioritize work flow to meet deadlinesServe as liaison to Mortgage Support Teams and external vendorsProactively follow up on assigned tasks to ensure completion in timely mannerManage mortgage process to ensure positive customer experience Continually review and understand.

Fremont, California, United States

Order escrow/titlePrepare disclosures forms to send to the clients or the Premier Mortgage Consultant (PMC) depend on the PMCs request. ( ACH, CSA, SSA, 4506T, Appraisal Waiver, US Residency, Credit Inquiry)HOI/RCE; Certificate of Insurance for PUDsPull property taxCondo Project ReviewInternational Credit Report – (complete ICR form for Emily only)Contact.

Oakland, CA

• Pre-screens loan applications for qualifications consistent with appropriate CFCU policy, procedures and guidelines. Efficiently manages, monitors a pipeline of assigned loans to hit established target cycle times, COE.
• Prepares all applicable file documentation, including mailing regulatory disclosures. Orders preliminary title reports, appraisals, flood certifications. Reviews credit reports, verifies other documentation as required
• Communicates loan processing information to members, Relationship Managers, other parties involved.
• Validates loans using Desktop Underwriting (DU), requests documentation as DU dictates; verifies and validates input data
• Prepares loans for final underwriting approval and satisfies underwriting conditions. Secures supervisor’s or manager’s approval, if required. Completes loan data processing sheet per file; maintains a weekly status.
• Orders loan documents for closing to coincide with projected closing dates.

Fremont, CA

To be the primary point of contact for a customer going through the mortgage origination process. This role is responsible for the collection, review, and submission of the loan package. The package will include credit, income, asset documents, and other information pertinent to the loan file. This role requires the collection of subsequent documentation.

Concord, CA

Home Service Specialist (HSS) II responsible for processing of loans approved by an Underwriter or an automated decisioning system within designated signing authority limits. I also responsible for clearing conditions and issuing changes to the terms on previously approved loans. The Home Service Specialist II is responsible for but not limited to.

Duties:- Process various bank transactions and assist with general clerical duties- In-branch selling, outside calls, telemarketing and targeted direct mailings.(15 in-branch selling, 15 outside call and telemarketing, 10 direct mailings per day)- Expands existing customer relationships by cross-selling products/services. (15 cross-selling products per.

- Accounting I, II, III, IV- Business English- Business Mathematics- Customer Service/Interpersonal Skills- Electronic Calculator I & II- Keyboarding (45 wpm)- Introduction to computer- Microsoft Excel- Microsoft Word- Office Procedures- QuickBooks Pro

Duties:- Communicated with broker when loan approved. (20 income e-mail, 30 outgoing e-mail and 10 to 15 incomes and outgoing phone call per day)- Made appointment on documents drawing date and estimate closing date. (20 loans per day)- Followed up with broker regarding prior to documents drawing conditions. (20 loans per day)- Signed off underwriting.

Duties:- Drawn loan documents and sent to escrow office. (15 loans per day)- Checked documents received from escrow office after signed by borrowers to make sure all documents signed properly and met legal compliance (10 sets of loan documents per day)- Communicated with loan broker and escrow office to meet underwriting conditions. (20 loans per day).

Duties:- Copied documents for collateral and recording packages. (15 loans per day)- Stacked base file according to WAMU loan servicing guideline. (15 loans per day)- Communicated with escrow company for recording confirmation on deed of trust. (15 outgoing phone call and 15 incoming phone call per day)- Shipped out collateral package and base file to WAMU.

Duties:- Ordered file from custodian/off-site warehouse. (15 files per day)- Provided files to requestor from other departments. (30 files a day)- Enter/maintain accurate information in Smeadlink tracking system and Alltel system. (45 files per day)- Followed up the files with custodian/off-site warehouse/requestor from other departments. (30 files per.

Diploma, General Education

Hs Grad

Diploma, General Education