Summary
Overview
Work History
Education
Skills
Other
Certification
Timeline
Generic

Jennifer Sifling

Costa Mesa,CA

Summary

Seeking long term career growth within financial or government industries to leverage transferable skills from the loan and mortgage industry. Detail oriented individual and excel at meeting tough deadlines. Organized and punctual. Interested in companies with teamwork-based environment to attribute my problem solving and high-quality customer expertise.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Account Team Member

State Farm Insurance
10.2022 - Current
  • Managing accounts for clients on billing issues, sales, review of household policies while assisting up to 30 plus incoming calls
  • Completion of daily tasks, office cases for policy changes and resolving Underwriting requests
  • Determining needs for clients by adjusting coverage to meet a financial need
  • Developed strong customer service and product knowledge skills to enhance individual and team performance.
  • Devised and implemented processes and procedures to streamline operations.

Loan Processor

Schweickert Mortgage Group
02.2022 - 09.2022
  • Analyze financial data and loan structure and coordinate initiations and closings with client and escrow
  • Maintain communication lines with borrowers, originator, realtors, and underwriters, to ensure smooth start to finish process
  • Audit documentation for income, credit, employment, appraisals, and title for successful loan approvals
  • Meet scheduled funding deadlines and complete post-closing tasks

Escrow Officer

EscrowQuick
01.2020 - 09.2021
  • Processing of California refinance and purchase transactions
  • In preparation for successful transactions, cleared abstract titles and requested payoffs and evidence of insurance
  • Reviewed and packaged loan closing documents, executed funding and disbursement, and generated Final Settlement Statements

Stay-at-home Wife

08.2017 - 12.2019
  • Assisted husband on administrative duties to help grow his start-up sole-proprietary construction business
  • Helped aid mother during medical and health issue

Escrow Officer

Banker Direct Escrow
02.2015 - 08.2017
  • In house escrow for specified client, New American Funding
  • Clearance of title, requesting payoffs and evidence of insurance, preparing closing statement in a timely manner, preparing loan docs for signing, packaging loan documents, fundings and disbursements

Escrow Officer

Orange Coast Title & Escrow
04.2009 - 02.2015
  • High volume refinance team
  • Generated HUD/GFE Statements and forms for approval and per federal and state regulations
  • Coordinated revisions and overall end-to-end documentation within software system
  • Completed financial examinations, including balancing of loan docs, and clearance of titles prior to signing

Escrow Assistant

eLender Escrow Services
11.2005 - 04.2009
  • Assistant to high volume refinance desk
  • Coordinated communications and opening and closing of files
  • Completing escrow instructions and abstraction of judgments or liens and ordered notary and courier services
  • Prepared Final HUD Statements and distributed funds by wire transfer or overnight check to borrower

Education

High School Diploma -

Edgren High School
Misawa, Japan
06-1998

Skills

  • Collaboration and teamwork
  • POS systems expert
  • Inbound and outbound calling
  • Payment processing
  • Workflow optimization
  • Product sales
  • Customer consulting
  • Creative problem solving
  • Information security
  • Punctuality and reliability
  • Critical thinking
  • Adaptive team player
  • Account management
  • Professional telephone demeanor

Other

Microsoft Office and various Customer Relation Management (CRM) systems., Available upon request.

Certification

Property & Casualty License

Life, Accidental & Health or Sickness License

Timeline

Account Team Member

State Farm Insurance
10.2022 - Current

Loan Processor

Schweickert Mortgage Group
02.2022 - 09.2022

Escrow Officer

EscrowQuick
01.2020 - 09.2021

Stay-at-home Wife

08.2017 - 12.2019

Escrow Officer

Banker Direct Escrow
02.2015 - 08.2017

Escrow Officer

Orange Coast Title & Escrow
04.2009 - 02.2015

Escrow Assistant

eLender Escrow Services
11.2005 - 04.2009

High School Diploma -

Edgren High School
Jennifer Sifling