Summary
Overview
Work History
Skills
Timeline
Generic

Eileen Krause

San Jose,CA

Summary

Skilled team player able to optimize and organize group functionality. Ability to think outside the box to resolve progression issues. Expertise in vendor/client relations utilizing individual skills to achieve goals. Ability to quickly adapt and acquire new skills for continuous professional growth.

Overview

8
8
years of professional experience

Work History

Mortgage Advisor Assistant

Opes Advisors/Flagstar Bank
06.2017 - 10.2022
  • Worked with Mortgage Advisors to organize initial documentation in database
  • Worked with clients to gather any missing documentation for loan submission
  • Ran AUS as needed prior to submission to processing
  • Completed all pre-processing duties
  • Worked with clients to gather underwriting required documentation post approval
  • Submitted declined loans for denial letters
  • Maintained branch pipelines for flow and efficiency
  • Worked with escrow during opening through loan funding
  • Assisted post-close with any missed client/other documentation as requested
  • Assisted newly on-boarded MA's with database navigation/loan building
  • Provided MA assistance to nationally to maintain pipeline flow
  • Worked with management to create/update MAA role description

Receptionist/Processor 1

Opes Advisors
01.2015 - 06.2017
  • Provided overflow phone support for corporate main office
  • Supported Branch Manager with branch operations
  • Maintained branch meeting room schedules
  • Distributed pipeline reports for corporate branches
  • Assisted current pre-processors with VOM, VOE, VOR, condo docs, etc
  • Maintained a pipeline of 200+ loans in all pre-processing duties
  • Created and assisted with training materials/training for pre-processing duties
  • Organized new loan files for submission to processing/submitted to processing

Skills

  • Point
  • Encompass
  • Box
  • Excel
  • MS Office
  • 10 key by touch

Timeline

Mortgage Advisor Assistant

Opes Advisors/Flagstar Bank
06.2017 - 10.2022

Receptionist/Processor 1

Opes Advisors
01.2015 - 06.2017
Eileen Krause