Alexis Gutierrez
Placentia
Summary
Professional, prepared mortgage professional with strong background in post-closing processes. Proven ability to ensure smooth and efficient transactions, with keen attention to detail in reviewing documents and compliance. Reliable team collaborator, adaptable to changing needs, focused on achieving results. Strong organizational/leadership skills, effective communication, and problem-solving abilities.
Overview
5
5
years of professional experience
Work History
Post Closing Coordinator
Arbor Financial Group
03.2024 - Current
- Coordinated communication between internal teams and external partners for file completion.
- Processed post-closing documents to ensure compliance with regulatory requirements.
- Reviewed files for accuracy, identifying discrepancies and resolving issues promptly
- Managed timelines for post-closing tasks, ensuring timely delivery of documentation.
- Assisted in training new team members on post-closing procedures and best practices.
- Supported the development of departmental goals and objectives by providing input on best practices for managing post-closing tasks efficiently and effectively.
- Maintained a comprehensive tracking system for post-closing tasks, enabling efficient management of resources, and workload distribution among team members.
- Worked with warehouse banks to manage shipment of collateral documents
- Monitored pipelines to track and log status of loans.
Associate Banker
Chase Bank
07.2023 - 03.2024
- Provided training and support to new associates on systems and procedures, fostering a cohesive team environment.
- Assisted clients with account management and transaction inquiries, ensuring high levels of customer satisfaction.
- Conducted financial analysis to recommend suitable products to clients, improving their banking experience and loyalty.
- Developed strong relationships with clients through personalized service, contributing to increased customer retention rates.
- Implemented best practices for data entry into banking systems, ensuring integrity and security of client information.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
Funding Admin
Arbor Financial Group
03.2021 - 04.2023
- Communicate with 14+ investors to satisfy post-closing conditions on up to 50+ files daily.
- Review daily warehouse reports, disbursements, and settlements for accuracy
- Calculate final funding figures to set up and wire funds to escrow on all approved files
- Review all trailing document reports to log and submit all final documentation.
- Prepare and send all client goodbye letters, and final closing disclosures
Education
High School Diploma -
La Habra High School
La Habra, CA06-2016
Skills
- Document review
- Client confidentiality
- Deadline-driven mindset
- Escrow coordination
- File auditing proficiency
- Post-closing follow-up
- Data entry proficiency
- File management
- Problem-solving
- Time management
- Leadership skills
- Relationship building
Timeline
Post Closing Coordinator
Arbor Financial Group
03.2024 - Current
Associate Banker
Chase Bank
07.2023 - 03.2024
Funding Admin
Arbor Financial Group
03.2021 - 04.2023
High School Diploma -
La Habra High School