Lance Stegeman Email & Phone Number

California, United States

Pleasanton, California, United States

Pleasanton, Ca

• Schedule appointments for customers using Smart Service system• Answer calls, emails and any other customer inquiries• Order parts for HVAC systems from supply houses• Work in QuickBooks for all billing• Schedule city inspections, duct tests and refrigerant tests• Work with home warranty companies to obtain authorizations• Review proposals with customers for HVAC installations• Renew city business licenses

Alamo Ca

Closing Disclosure Analyst:• Reviewed loan amounts, interest rates, fees, doc requests, prelims, purchase contracts • Worked closely with Loan Officers, Processors and Funders to complete initial closing disclosures • Prepared closing disclosures for FHA/VA and conventional loans and ensured they were compliant with TRID• Responsible for file accuracy and timeliness deliveryClosing Coordinator:• Communicated discrepancies and/or errors in loan submission data to appropriate team and requested further documentation as needed• Performed accurate data entry of necessary information into mortgage bank database and verified that data is ready for underwriting teams review• Organized a bundle of documents for underwriter to submit to an investor, such as Chase or Everbank• Prepared files to make sure everything is in order for Clear to CloseFunding Assistant: • Ran MERS and credit report prior to funding to determine no additional activity• Provided funding status to customer service as requested• Received and reviewed funding packages for completeness and assigned to funder(s)• Prepared collateral folder to be sent to investor once the loan funds