Daniel Munoz
Santa Ana,CA
Summary
Professional with experience in account management, skilled in fostering client relationships and developing strategic solutions. Strong focus on team collaboration, adaptability, and achieving impactful results. Expertise includes client communication, project coordination, and problem-solving. Reliable and flexible, capable of thriving in dynamic environments.
Overview
9
9
years of professional experience
Work History
Jr. Account Manager
Bluepoint Mortgage
Newport Beach, CA
09.2025 - 03.2026
- Assisted Mortgage Loan Processors in preparing files for processing and closing to facilitate successful transactions.
- Coordinated with MLOs on outstanding loan conditions to ensure timely loan processing.
- Responded to inquiries and followed up with key individuals to resolve processing issues efficiently.
- Input and document loan information into the system for processing.
- Processed all orders for appraisals and verifications requested by the Loan Processor.
- Escalate processing issues to the immediate supervisor or manager for guidance and resolutions.
- Coordinated with lenders and title companies to gather necessary information promptly.
- Recorded applications for loan and credit, loan information and disbursements of funds.
- Prepared closing disclosures for residential mortgage transactions and ensured compliance.
- Reviewed loan documents for accuracy and completeness before final submission.
Loan Set-Up Manager
Bluepoint Mortgage
Newport, CA
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, CA
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, CA
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, CA
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
Some College (No Degree) - Criminal Justice
Orange Coast College
Costa Mesa, CASkills
- Customer Onboarding
- Client Communication
- Client Relationship
- Project Coordination
- Process Improvement
- Data Analysis
- Encompass LOS
- Lending QB
- Microsoft Excel
- Microsoft Outlook
- Industry Regulations
- Team Collaboration
- Record Management
Additional Information
References
- Pam Scheidt - Ops Manager - (949) 836-2664
- Luis Salgado - Manager - 949) 419-7993
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
Some College (No Degree) - Criminal Justice
Orange Coast College