Patsy Martinez Email & Phone Number

Fairfield, Ca

Fairfield

Processor Mortgage Loans from origination to closing

Fairfield

Process mortgage loans from origination to closing - Nations Lending office closed and opened as American Capital Corporation

Orange County, California Area

Processed loans from Origination to Funding

Rancho Cucamonga, Ca

Providing fire, auto, earthquake, umbrella, business, renter's insurance to the community and surrounding cities

Fountain Valley, Ca

Originate Mortgage Loans and see them to closing

Orange County, California Area

Processed loans from origination to closing - Underwriter for Consumer Loans, made credit decisions based applications submitted.

Whittier

Loan Processor & Office Manager

·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

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.

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.