Lori Faison Email & Phone Number

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.

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.

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.

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.

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.

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.

Accounting, A

Activities and Societies: Certified in QuickBooks Online and Excel

Education record

Psychology