Lori Faison Email & Phone Number

Windsor, Co, Us

Windsor, Co, Us

* Review/Pre UW, calculate income, assets etc. on new files. Send out needs lists to LO for missing documents needed for submission * Handle all prior to doc and prior to funding conditions. Post Closing aid if needed* Maintain constant contact with the Loan Officer, Escrow and Title to ensure an efficient and accurate transaction.* Aid in the training on new systems and procedures as needed. Share best practices.* Working with 2 Branch Offices

Thousand Oaks, California, United States

* Review/Pre UW, calculate income, assets etc. on new files. Send out needs lists to LO for missing documents needed for submission* Handle all prior to doc and prior to funding conditions. Post Closing aid if needed* Maintain constant contact with the Loan Officer, Escrow and Title to ensure an efficient and accurate transaction.* Aid in the training on new systems and procedures as needed. Share best practices.* Funding 25-80 loans per month, depending on various conditions* Working with 2 Branch Offices

Westlake Village, California

* Review/Pre UW, calculate income, assets etc. on new files. Send out needs lists to LO for missing documents needed for submission.* Handle all prior to doc, prior to funding and post funding conditions.* Maintain constant contact with the Loan Officer, Escrow, Title and Lender to ensure an efficient and accurate transaction.* Helped with on boarding new LO’s through the processing dept

Westlake Village, Ca

* Receive handwritten 1003 and documentation, which I manually enter into the system. Calculate income, assets etc and Pre UW the file.* Order the appraisal, escrow & title (unless it is a purchase).* Handle all prior to doc and prior to funding conditions.* Maintain constant contact with the Loan Officer, Escrow, and the Borrower to ensure an efficient and accurate transaction.* Handle my Bonus breakdowns on all files.* Process files directly with outside Brokered Lenders

Ventura, Ca

* Review/Pre UW, calculate income, assets etc. on new files. Send out needs lists to LO for missing documents needed for submission.* Handle all prior to doc, prior to funding and post funding conditions.* Maintain constant contact with the Loan Officer, Escrow, Title and Lender to ensure an efficient and accurate transaction.* Handle commission breakdowns on all files.* Draw Docs and approve HUD’s for 10 Correspondent Investors.

Simi Valley, Ca

* Receive handwritten 1003 & disclosures, which I then enter it into our Calyx Point program.* Shop, place and lock loans (A, AltA and Subprime) with chosen lender after reviewing loan application; clarifying or obtaining additional information.* Order the appraisal, escrow & title (unless it is a purchase).* Handle all prior to doc and prior to funding conditions.* Maintain constant contact with the Loan Officer, Escrow, Title and Lender to ensure an efficient and accurate transaction.* Handle commission breakdowns on all files.* Assist Broker with other administrative projects and duties.

Accounting, A

Activities and Societies: Certified in QuickBooks Online and Excel

Education record

Psychology