Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nathaniel Barnes

Redlands

Summary

Accomplished Broker Success Advocate with experience in coordinating loan applications and managing documentation. Expertise in running AUS findings and ensuring DTI percentages are within the submittable range for underwriting review, contributing to efficient loan processing.

Overview

3
3
years of professional experience

Work History

Broker Success Advocate

Equity Prime Mortgage
Atlanta
07.2024 - Current
  • Coordinated loan applications and documentation processes for clients.
  • Communicate with brokers, ensuring required documents for files.
  • Run AUS findings, DU/LP.
  • Ensure DTI percentages are within the submittable range for underwriting review.
  • Index uploaded documents into the correct corresponding folders.
  • Submit the file for UW upon initial review.

Loan Setup Associate

Nations Direct Mortgage
Santa Ana
10.2022 - 06.2024
  • Send initial disclosures using the 2015 itemization corresponding with fee sheets.
  • Make sure the file is MAVENT compliant.
  • Send revised disclosures if COC is requested.
  • Run AUS findings, DU/LP.
  • Request documents upon initial review.
  • Submit the file for underwriting review if ready.

Education

High School Diploma -

Yucaipa Highschool
Yucaipa, CA
06-2021

Skills

  • Loan processing
  • Document management
  • AUS findings
  • Underwriting submissions
  • MAVENT compliance
  • Customer relationship management
  • Encompass experience
  • Outlook experience
  • Excel spreadsheet experience
  • Microsoft Teams experience

Timeline

Broker Success Advocate

Equity Prime Mortgage
07.2024 - Current

Loan Setup Associate

Nations Direct Mortgage
10.2022 - 06.2024

High School Diploma -

Yucaipa Highschool
Nathaniel Barnes