Patsy Martinez

Patsy Martinez Email and Phone Number

Experience Mortgage Operations; Manager, Sr. Processor, Closer/Funder, Underwriter & Trainer @ Edward Jones
st. louis, missouri, united states
Patsy Martinez's Location
Fairfield, California, United States, United States
About Patsy Martinez

To apply years of knowledge and skills in Operations, Administration, Finance/Bookkeeping, Risk Analysis, Sales and Exceptional Customer Service in a positive, progressive environment and provide a growing business with direction to achieve higher and more successful levels.Specialties: ADP-PAYROLL SYSTEM, QUICKBOOKS, EXCEL, WORD DOCUMENT, WORD PROCESSING, ECEL, OUTLOOK, LOAN ORIGINATION SYSTEMS (ENCOMPASS) - CALYX POINT 5.4, ESCROW TRUST DOS SYSTEM, MLS, LOTUS LOAN MORTGAGE SYSTEM, 10 KEY, EVENT PLANNING, TRAVEL LOGISTICS, SCHEDULING

Patsy Martinez's Current Company Details
Edward Jones

Edward Jones

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Experience Mortgage Operations; Manager, Sr. Processor, Closer/Funder, Underwriter & Trainer
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Patsy Martinez Work Experience Details
  • Edward Jones
    Branch Office Administrator
    Edward Jones May 2018 - Present
    Fairfield, Ca
  • American Capital Corporation - Acc Home Loans
    Senior Mortgage Loan Processor
    American Capital Corporation - Acc Home Loans Dec 2017 - Feb 2018
    Fairfield
    Processor Mortgage Loans from origination to closing
  • Nations Lending
    Senior Mortgage Loan Processor
    Nations Lending Jun 2017 - Dec 2017
    Fairfield
    Process mortgage loans from origination to closing - Nations Lending office closed and opened as American Capital Corporation
  • Kondaur Capital Corporation
    Loanprocessor/Closer
    Kondaur Capital Corporation Oct 2015 - Dec 2016
    Orange County, California Area
    Processed loans from Origination to Funding
  • Farmers Insurance
    Agency Producer
    Farmers Insurance Jul 2014 - Dec 2016
    Rancho Cucamonga, Ca
    Providing fire, auto, earthquake, umbrella, business, renter's insurance to the community and surrounding cities
  • Navy Federal Credit Union
    Mortgage Loan Officer
    Navy Federal Credit Union Jul 2012 - Apr 2014
    Fountain Valley, Ca
    Originate Mortgage Loans and see them to closing
  • Cashcall, Inc.
    Mortgage Loan Processor / Consumer Underwriter
    Cashcall, Inc. Jan 2012 - May 2012
    Orange County, California Area
    Processed loans from origination to closing - Underwriter for Consumer Loans, made credit decisions based applications submitted.
  • Hlc Mortgage
    Office Manager - Senior Mortgage Loan Processor
    Hlc Mortgage Jan 2011 - Jan 2012
    Whittier
    Loan Processor & Office Manager
  • Affliction Clothing
    Director Of Retail Operations
    Affliction Clothing Sep 2007 - Apr 2010
    ·Director of Retail Operations·Executive Assistant·Events Coordinator/Scheduler·Athlete / Celebrity Networking·Organization of Media/Advertisements (creative, terms & agreements)·Increase profits for On-Line and Retail Stores .Theft / Fraud Prevention·A/P, A/R Bookkeeper / Finance·ADP Payroll Administrator·HR Administrator·Manual Developer (Retail Operations & Employee)·Property / Building Maintenance
  • Hlc Mortgage, Inc.
    Director Of Operations
    Hlc Mortgage, Inc. Apr 2003 - Sep 2007
    Licensed by the State of California as a Real Estate Agent/Salesperson, originate Mortgage Loans and list/close purchase/sale transactions for Real Estate. Daily operations for this Real Estate Brokerage, Mortgage Brokerage, and Escrow Company. Continuous accounting functions (1099's & 1096 for year-end & Corporation P&L/Balance Sheets), banking, reconciliations, Corp License(updates, renewals, extensions), prepare New Loan & Real Estate Agent Contracts (Submitting required documentation to Department of Real Estate), prepare exact documentation/calculations for E&O/Liability Insurance Companies annually, while reporting activity on a monthly basis, update policy/procedures, complete audits on closed Real Estate/Mortgage & Escrow files, prepare/set-up all company functions (Meetings/Seminars/Company events), Review New Vender applications (preparing all documentation/approval process required by Vender). Proficient with QuickBooks; Financial Reports, GL Analysis, A/P, A/R, Journal Entries and Bank Reconciliation which was performed on a daily basis and constantly monitored for exact profit/loss. As the Escrow Officer/Manager: Planned, built and operate this in-house full service Escrow Division from opening, processing, funding and closing purchase/refinance transactions. Prepared the Escrow Division of HLC Mortgage for a full DRE audit, passing with an 100% accuracy evaluation.
  • Finance America
    Retail Loan Processing Manager
    Finance America Feb 2002 - Mar 2003
    Oversee the daily operations of the Processing Department and managing a team of 32 Processors. In control of recruiting, interviewing, hiring, training, coaching, goal setting, daily audits of processing pipelines, funding production, on-going development of personnel, performance reviews, counseling, development of a processing guide/workflow, interacting with the Retail Sales Force of 3 Managers, 3 Assistant Mgrs, 75/80 Loan Officers and overall foreseeing a minimum production of 370/380 funded units per month, responsible for monthly P/L. Maintained daily contact with Vendors (Title, Escrow, Insurance Co., Appraisers, Notary Services, Credit Bureaus), direct contact with Borrowers, acted as a P.R. person when interviewing and bring on New Vendors. Maintained the highest level of Customers Service for Internal and External Customers at all times. Willing and completely capable to assist in all area where needed throughout Operations and Sales departments.

Frequently Asked Questions about Patsy Martinez

What company does Patsy Martinez work for?

Patsy Martinez works for Edward Jones

What is Patsy Martinez's role at the current company?

Patsy Martinez's current role is Experience Mortgage Operations; Manager, Sr. Processor, Closer/Funder, Underwriter & Trainer.

What is Patsy Martinez's email address?

Patsy Martinez's email address is aq****@****hoo.com

What is Patsy Martinez's direct phone number?

Patsy Martinez's direct phone number is +156244*****

Who are Patsy Martinez's colleagues?

Patsy Martinez's colleagues are Garrett Burroughs, Al Kraus, Katherine Scovell, Terri Brown, Wyatt Wilson, Tiffany Vansant, Nathan Hoffman, Cfa, Cfp®.

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