Mary Bernal Email & Phone Number

San Diego, California, United States

• Develop training materials and operational workflows for new hires, improving efficiency and productivity by 70% in Q3 & Q4 2021.
• Help senior management develop and implement best practices and other procedural guidelines for the business increasing Closer efficiency by 11%.
• Improve our system by identifying bugs and finding effective solutions to enhance user experience.
• Create tools within Excel for senior management to monitor efficiency growth over the course of 6 months.

San Diego, California, United States

• Managed the final steps of the closing process to mitigate risk and errors in order to achieve timely and efficient closings.
• Collaborated internal and external cross-functional partners to ensure compliant and accurate disclosures and documents were released to our customers.
• Effectively closed all assigned loans, enabling fast closings that were free from errors and issues which translated to a customer satisfaction rating of 100%.

San Diego, California, United States

• Managed the final steps of the closing process to mitigate risk and errors in order to achieve timely and efficient closings.
• Collaborated internal and external cross-functional partners to ensure compliant and accurate disclosures and documents were released to our customers.
• Effectively closed all assigned loans, enabling fast closings that were free from errors and issues which translated to a customer satisfaction rating of 100%.

San Diego, California, United States

• Trained newly hired Loan Processing Assistants and ensured they were successful in completing their tasks independently by the 90-day mark.
• Ordered and analyzed qualification documents on 100+ loans helping for a smooth transaction.
• Facilitated communication with internal and external cross-functional partners to ensure required documents were obtained, conditions were satisfied, and loans closed in a timely manner.

Greater San Diego Area, UTC

• Prepared and completed 5+ disclosure packages and initial loan estimates daily.
• Monitored and re-disclosed change of circumstances satisfying TRID guidelines.
• Stepped in to answer phone calls and assist with other office duties during periods of heavy workflow

Greater San Diego Area, UTC

• Arranged daily transfers of collateral packages to the corporate office.
• Verified and managed final documentation for funding review.
• Created and maintained a central repository for physical and electronic documentation that was easy to use and accessible by the team.
• Facilitated communication with internal and external cross-functional partners to avoid any delays in the loan process

San Diego, California, United States

• Maintained and built relationships with 50+ customers daily, providing exceptional customer service
• Accurately and safely processed dozens of purchase and return transactions ensuring customer satisfaction
• Managed inventory m replenished shelves and racks to ensure stock was available to all customers as needed,

San Diego, California

• Assembled summer activities and mathematic games for the children to engage in.
• Tutored children who were still in school and summer school.
• Organized filing cabinets and cleaned the entire building.

Education record

Education record