Laurie Neto Email & Phone Number

California, United States

Work on a contract basis providing loan services to clients overseeing the entire process from application through funding for conventional, FHA, VA, subprime loans, construction to perm, reverse mortgages, and commercial loans. Serve as the client’s primary point of contact through to closing. ✔Process mortgage loan files requiring verification of loan documents including income, credit, appraisal, and title insurance.✔Generate and maintain paperless files, create and update client data in Calyx Point, and run Desktop Underwriter/Loan Prospector.✔Request needed items from client and outside agencies, and send disclosures and preapproval letters as needed.✔Review approvals, conditions, and loan status with all parties, and upload documents to lenders. ✔Review Estimated Closing Statement with borrower prior to signing.✔Execute quality control procedures to ensure compliance with all State and Federal regulations.✔Recognized for quality work, attention to detail and follow-up. Highly regarded by clients, loan customers and lenders.✔Consistently meet/exceed demands, expectations and deadlines through exceptional work ethic and commitment to excellence.

Provide direct administrative support to the President, accountable for executive calendar and scheduling, client relations, drafting correspondence, reports, travel arrangements, special projects, bookkeeping, presentation and proposal preparation, event planning, and vendor relations.✔Manage administration of the office and workflow by prioritizing projects, monitoring calendar, and handling meeting and conference call logistics. Maintain an efficient, professional office operation with a high degree of initiative and discretion.✔Prepare and edit Microsoft Word documents and PowerPoint Presentations. Conduct research and create project reports.✔Screen telephone, mail and email communications and respond on the executive’s behalf. ✔Maintain and schedule executive calendars (personal & office) for appointments and meetings. ✔Research and coordinate international and domestic executive travel and logistical arrangements including hotel and flight reservations, car services, entertainment, dining, excursions, travel plans/agenda, etc. ✔Recognized for quality work, attention to detail and follow-up. Highly regarded by clients, loan customers and lenders.✔Consistently meet/exceed demands, expectations and deadlines through exceptional work ethic and commitment to excellence.

Worked at a new home community assisting buyers with the selection process of interior finishes for their recently purchased new homes. ✔Developed relationships with buyers resulting in increased sales and revenue.✔Guided new home buyers through the various builder options and selection of cabinets, flooring, lighting, countertops, appliances, backsplash, and custom designs with tile and wood. ✔Built and managed collaborative client relationships and ensured smooth transition from sales to delivery and move-in. ✔Prepared and submitted highly detailed files including layout, materials, and electrical diagrams to installation teams and builder.✔Coordinate with all parties through close of project. Managed client concerns, change orders, or punch list items.✔Consistently received excellent customer surveys from homeowners.

Managed the customer loan processing of all types of residential and commercial loans from inception to close. ✔Reviewed loan application for accuracy and completeness. Ordered and verified all documentation required for residential loan approval, including credit, preliminary title report, appraisal, VOE, VOD, and LOE.✔Established and maintained a collaborative loan production relationship with mortgage broker. ✔Calculated income from all streams, submitted loans according to lender guidelines and programs, and addressed rate expiration or extension as needed.✔Utilized LP/DU process and many other lender specific automated underwriting system utilities for preliminary file analysis.✔Provided strong communication and support to underwriting, loan officers and customers to clear stipulations needed for mortgage loan files to ensure a quick turnaround time.✔Worked closely with loan agent, borrower, internal departments and external companies to ensure conditions were cleared and closing deadlines were met.✔Accomplished a high volume of work within strict deadlines. Recognized for quality work, attention to detail and follow-up.