Lisa Jefferson Email and Phone Number

• Arranged financing for customers for both new and used vehicles.• Responsible for packaging deals and funding contracts.• Send/scan all finance contracts for remittance daily and logged all contracts sent.

Processed a rolling pipeline of 25-40 retail loans which consisted of FHA, VA, USDA, Conventional and Jumbo loans each month. I review the loan applications for completeness and accuracy, identify and resolve issues, remain on top of all aspects of loans and respond quickly to get them through underwriting and into closing in a timely manner. I manage a daily pipeline and meet monthly production and quality control standards. I obtain underwriting conditions from loan officers and verify supporting documentation including income, assets and liabilities checking for potential problems. Set up files and request title, appraisal, credit supplements, payoffs, VOE’s, EOI, and Flood Certificates. I complete a closing audit/checklist and move the files to closing. I took trainings and utilized various Digital Tools to speed up the process of the loans such as LoanBeam, Account Check, Work Number, etc…

Processed a rolling pipeline of 30-40 retail loans which consisted of FHA, VA, USDA, Conventional and Jumbo loans each month. I review the loan applications for completeness and accuracy, identify and resolve issues, remain on top of all aspects of loans and respond quickly to get them through underwriting and into closing in a timely manner. I manage a daily pipeline and meet monthly production and quality control standards. I obtain underwriting conditions from loan officers and verify supporting documentation including income, assets and liabilities checking for potential problems. Set up files and request title, appraisal, credit supplements, payoffs, VOE’s, EOI, and Flood Certificates. I complete a closing audit/checklist and move the files to closing.

Processed a pipeline of 25-30 Conventional and Jumbo loans each month. Majority are refinances. I review the loan applications for completeness and accuracy, identify and resolve issues, remain on top of all aspects of loans and respond quickly to get them through underwriting and into closing in a timely manner. I manage a daily pipeline and meet monthly production and quality control standards. I obtain underwriting conditions from the borrowers and verify supporting documentation including income, assets and liabilities checking for potential problems. I complete a closing audit/checklist and move the files to closing.

I processed FHA, VA, conventional and USDA loans. Proficient in GUS, DO and LP automated underwriting systems. Requested and reviewed documentation to determine Program Specific Loan Eligibility Criteria. Submitted files to underwriting either in-house or to other lenders as a broker. My pipeline consisted of about 85% (purchases) in which both the loan objection dates and closing dates were met on time.

I processed FHA, VA, conventional and Jumbo loans. Submitted the files to underwriting for either an in-house underwrite or to other lenders as a broker. Cleared all conditions thru closing and funding. Worked directly with the customers to obtain documentation and conditions as needed. 80% of my pipeline was all types of refinances (Streamline, IRRRL, Cash out, Jumbo’s, 1st & 2nd Combo’s) and the remaining is either primary or second home purchases.

I processed FHA, VA, USDA and conventional loans. Submitted files to underwriting and cleared all conditions to closing. Electronic Loan files and work within 7 systems to process a file. Experience with TX, FL, CA, OR, NV, AZ, CO, IL, MO, MI, MN, OH and IN. Experienced with various Down Payment Assistance Programs, Mortgage Credit Certificates, State and County Bond Programs and USDA loans. Closing 20-26 per month with a Backlog of 100 files at any given time. Pipeline was all purchases and worked with the borrower’s directly. Paperless File System

Processed conventional loans. Submitted files to underwriting and cleared all conditions to closing. Order subordination's, title, payoffs and other various processing documents. Work with loan officers and customers directly to achieve a quick and efficient closing.

Processed and Closed FHA, VA and conventional loans. Drafted and Implemented procedures to make the company run more efficiently. Ability to negotiate, problem solve and adapt to change to get the job done. Preformed quality control audits on closed files. Submitted files to underwriting and cleared all conditions to closing. Order subordination's, title, payoffs and other various processing documents. Work with loan officers and customers directly to achieve a quick and efficient closing.

Processed and closed the majority of Jumbo / Conventional Loans with a high emphasis on Construction to Permanent financing. Ability to interact and communicate with varied customers, Realtor's and builder personnel. Responsible for the duties of loan disbursement, processing, closing, pipeline maintenance and having good rapport with high profile clients and legal business organizations. I represented Falcon Mortgage in a meeting every Monday with the builder to discuss the pipeline and to align it with the builders closing time frame. Helped to manage a four person mortgage office and reported back to the General Manager.

Processed FHA, VA and conventional loans. Submitted files to underwriting and cleared all conditions to closing. Processed bond packages to various counties for their first time home-buyer programs as well as Colorado Housing and Finance Authority files (CHFA).

Processed FHA purchase loan transactions for the state of Texas. Submitted files to underwriting and cleared all conditions to closing. Processed bond packages to various state agencies