Lori Wakatake Email & Phone Number

United States

Murrieta, CA

- Gathered the necessary documents from prospective clients to pre-approve for a home purchase.- Reviewed loan applications to determine credit, income qualifications, and overall risk assessment.- Ensured guidelines were met regarding source of funds, credit worthiness, and income.- Processed and submitted loans for underwriting approval.- Trained loan.

Murrieta, CA

- Coordinated with escrow and title officers and mortgage loan companies in the signing and notarization of loan documents.- Strong attention to detail to ensure all signatures are obtained and documents are complete.

Temecula, CA

- Managed all finances to include AP/AR, budgeting, payroll, and cost analysis.- Achieved all marketing, PR, sales, and customer service.- Hired, trained, and mentored personnel.

Morgan Hill, CA

- Responsible for daily management and operations to include monthly P&L, bonus reports, resolution of customer conflicts, and monitoring branch profitability.- Process, underwrite, close, and ship all loans while complying with company and investor policies.- Accountable for all hiring, training, and employee relations.

Corona, CA

- Hired as Assistant Branch Manager; promoted to Branch Manager within a year; tasked with rebuilding the branch.- Supervised operations staff, managed branch pipeline, organized staff workflow, and monitored loan deficiencies.- Counseled and trained staff; conducted employee evaluations.- Successfully grew the branch to include 7 loan originators, 1.

Beverly Hills, CA

- Successfully functioned as the Assistant to the President.- Met, interacted with, and managed high-profile and prominent clientele.- Coordinated corporate moves; managed travel arrangements for senior staff.- Planned, conducted, and executed corporate moves.- Maintained records and personnel files to ensure compliance.