Michael D. Email & Phone Number

Santa Ana, CA

• Responsible for the process involving the pooling of loans through to pool settlement
• Analyze loan data and prepare loans for allocation into GNMA website
• Handle settlement process of mortgage backed securities (MBS)
• Process trades including precise recording of trade and pool information
• Create reports for remitting, reconciling on for each warehouse line
• Assist/Manage mortgage rate lock submissions

Orange County, California Area

• Overall strategic planning and implementation of company direction and goals.
• Facilitating development and implementation of revenue growth strategies and tactics.
• Directing market development opportunities and penetration of current clientele.
• Responsible for sales management activities resulting in direct increase to the bottom line.
• Coordinating entire sales cycle to optimize customer experience and increase referral base.
• High-level short-term and long-term… Show more

Irvine, CA

• Responsible for taking incoming inbound calls and conducting telephone interviews to assess client's financial situation and needs
• Provide personal attention and exceptional customer services to clients
• Assist clients in jointly preparing a work out plan that suits their individual financial needs
• Motivate clients to take immediate action to resolve their financial hardship with an aggressive yet achievable plan

Irvine, CA

• Oversee cycle count operations, inventory control and management of inventory levels for all locations nationwide.
• Managing inventory accuracy through the implementation of an on-line inventory system
• Coordinating to effectively and quickly resolve discrepancies with vendors.
• Maintaining accurate product delivery schedule.
• Manage Return Merchandise Authorization requests from various vendors.

Santa Ana, CA

• Audit new loans, making sure they meet all Federal and State guidelines
• Verify employment and income
• Develop / compose scripts from MortgageServ to ensure proper data management.
• Renew spreadsheets regarding loan paid off, payments forwarded, payments owed.

Orange County, California Area

• Maintain delivery schedule and records for investors.
• Responsible for accurate imaging of files, timely shipping and order fulfillment.
• Managed complete skeleton file for TCCC.owed to adhere to state mandated compliance

Education record

Some courses completed

Diploma