Daniel Munoz
Santa Ana
Summary
Results-driven Junior Account Manager with a solid background in customer relationship management and sales. Demonstrated success in managing large portfolios, fostering client relationships, and driving revenue growth. Strong communication skills coupled with strategic business acumen have consistently improved account performance. Recognized for improving operational efficiencies while maintaining high levels of client satisfaction.
Overview
9
9
years of professional experience
2014
2014
years of post-secondary education
Work History
Jr. Account Manager
Bluepoint Mortgage
Newport Beach
09.2025 - 03.2026
- Ensure timely and accurate processing of all orders such as appraisal, verifications, etc. as requested by the Loan Processor.
- Input and document loan information into the system for processing.
- Respond to inquiries and follow up with key individuals to resolve problems.
- Follow up with MLO's on outstanding loan conditions.
- Support the Mortgage Loan Processors in preparing files for processing and closing.
- Escalate processing issues to the immediate supervisor or manager for guidance and resolutions.
Loan Set-Up Manager
Bluepoint Mortgage
Newport
03.2023 - 09.2025
- Manage a team of 10 setup specialists, ensuring efficient workflow and consistent turnaround times.
- Track and analyze monthly team performance data to identify areas for process improvement.
- Review income documentation for bank statement loans and complete analysis using ORCULS.
- Handle FHA Connection documentation to support loan compliance and submission.
- Organize and structure loan files by reviewing borrower documentation and resolving any missing or incomplete items.
- Update Encompass LOS with accurate credit, income, asset, and property details.
- Complete and validate the 1003 application, ensuring data integrity across all loan fields.
- Run AUS findings to assess loan eligibility and help prepare files for underwriting.
- Assist loan officers by preparing files for pricing and locks, including completing lock request forms.
- Issue pre-qualification letters for purchase transactions based on verified borrower details.
- Maintain detailed logs and records within the LOS to ensure communication and compliance are documented throughout the process.
Loan Setup Specialist
Loan Stream Mortgage
Newport
01.2020 - 01.2023
- Process incoming loan files to ensure compliance with investor and agency guidelines.
- Streamlined document collection, reducing setup time by 25%.
- Collaborate with processors, underwriters, and loan officers to expedite loan closings.
- Recognized for consistent accuracy and timely file management.
- Generate LE, locked LE, and CD disclosures.
Senior Loan Setup Specialist
The Lender
Lake Forest
01.2018 - 01.2020
- Managed complex FHA, VA, and conventional loans from application to funding.
- Trained and mentored junior processors, improving team efficiency by 30%.
- Performed quality audits to ensure regulatory compliance.
- Pulled NMLS data and generated LE, locked LE, and CD disclosures.
Loan Setup Specialist
Motive Lending
Santa Ana
01.2017 - 01.2018
- Supported loan officers with documentation preparation and client communication.
- Managed file flow using Encompass, ensuring timely follow-ups.
- Contributed to meeting team funding goals during peak volume periods.
- Generated LE, locked LE, and CD disclosures.
Education
Beckman High School
Irvine, CASkills
- Loan Setup & Processing
- FHA, VA, Conventional & Non-QM Guidelines
- Encompass LOS
- DU/LP
- Lending QB
- Pipeline & Workflow Management
- Quality Control & Compliance
- Team Training & Leadership
- Documentation Accuracy
- Client Communication
- Calyx Point
- Microsoft Excel
- Microsoft Outlook
Timeline
Jr. Account Manager
Bluepoint Mortgage
09.2025 - 03.2026
Loan Set-Up Manager
Bluepoint Mortgage
03.2023 - 09.2025
Loan Setup Specialist
Loan Stream Mortgage
01.2020 - 01.2023
Senior Loan Setup Specialist
The Lender
01.2018 - 01.2020
Loan Setup Specialist
Motive Lending
01.2017 - 01.2018
Beckman High School