Kristi Nguyen
Garden Grove
Summary
Results-driven Processing Manager with proven expertise in compliance management, client relations, and staff training. Adept at streamlining workflows to enhance operational efficiency and ensure timely loan approvals.
Overview
12
12
years of professional experience
Work History
Processing Manager
Advanced Horizon Lending
Huntington Beach
10.2023 - 10.2025
- Managed daily processing of loan applications for timely approvals.
- Coordinated communication between clients and underwriting teams effectively.
- Ensured compliance with lending regulations and company policies consistently.
- Trained new staff on processing protocols and best practices efficiently.
- Reviewed documentation for accuracy and completeness before submission.
- Collaborated with cross-functional teams to streamline processing workflows.
- Assisted in resolving client inquiries related to loan status promptly.
- Monitored system performance and reported issues to technical support swiftly.
- Analyzed production reports to improve workflow and pre-production processes.
Home Mortgage Consultant
Wells Fargo Home Mortgage
Irvine
03.2014 - 09.2023
- Consulted clients on mortgage options and financial solutions.
- Analyzed client financial documents for mortgage eligibility.
- Guided clients through the loan application process.
- Collaborated with underwriters to expedite loan approvals.
- Assisted in resolving client inquiries and concerns promptly.
- Educated clients on home financing and mortgage products.
- Maintained accurate records of client interactions and transactions.
- Developed relationships with real estate professionals for referrals.
- Employed fresh marketing techniques to expand book of business.
Skills
- Loan processing
- Compliance management
- Document review
- Workflow optimization
- Staff training
- Customer relationship management
Languages
Vietnamese
Professional
Timeline
Processing Manager
Advanced Horizon Lending
10.2023 - 10.2025
Home Mortgage Consultant
Wells Fargo Home Mortgage
03.2014 - 09.2023