Summary
Overview
Work History
Education
Skills
Leadership Highlights
Accomplishments
Timeline
Generic

Tania Saeed

Corona

Summary

Results-driven mortgage operations professional with over 20 years of experience in residential mortgage closing, post-closing, financial analysis, compliance, and investor relations. Expertise in managing jumbo loan transactions, enhancing quality control, and implementing operational improvements. Proven capability in leading teams, prioritizing workflows, and ensuring adherence to regulatory requirements while collaborating with executive leadership to achieve strategic goals.

Overview

23
23
years of professional experience

Work History

Closing Coordinator / Team Lead

Mortgage Connect LP
01.2020 - Current
  • Lead daily workflow coordination and assist in prioritizing loan pipelines to ensure closing deadlines are consistently achieved.
  • Coordinate high-volume residential mortgage closings while ensuring compliance with lender, investor, and regulatory requirements.
  • Mentor, train, and onboard new team members while serving as a subject matter expert for closing procedures and lender requirements.
  • Conducted cross-training sessions on lender updates, investor guideline changes, and internal process improvements to enhance team knowledge and adaptability.
  • Review title commitments, settlement statements, closing disclosures, and supporting loan documentation to ensure accuracy prior to funding.
  • Partnered with operations, underwriting, title, compliance, funding, and post-closing departments to resolve complex loan issues, ensuring timely closings.
  • Identify and implement process improvements that reduce closing delays, improve quality, and strengthen compliance controls.
  • Identified and implemented process improvements that minimized closing delays and reinforced compliance controls.
  • Maintain exceptional quality standards while managing multiple priorities in a fast-paced production environment.

Financial Review Analyst

New American Funding
01.2019 - 01.2020
  • Reviewed loan documentation for completeness prior to funding and secondary market delivery.
  • Reviewed loan documentation for completeness, ensuring timely funding and compliance with secondary market delivery standards.
  • Developed Excel reporting tools to monitor investor deadlines, funding timelines, and daily cash activity, enhancing oversight.
  • Collaborated with leadership and operations teams to streamline workflows, improving funding accuracy and reducing processing time.
  • Created Excel reporting tools that tracked investor deadlines, funding timelines, and daily cash activity.
  • Worked closely with cross-functional teams to ensure timely delivery of mortgage loans.

Eligibility Services Clerk

County of Riverside - Department of Social Services
01.2018 - 01.2019
  • Led workflow coordination for high-volume customer inquiries while maintaining accurate CRM records.
  • Trained new staff on departmental procedures and reporting requirements to ensure compliance and consistency.
  • Prepared and presented key performance metrics that identified areas for operational improvement.
  • Collaborated with internal departments and community partners to enhance service delivery and meet client needs.
  • Trained new staff members on departmental procedures and reporting requirements.

Benefits Assistant

County of Riverside
01.2017 - 01.2018
  • Coordinated document management processes to enhance organization of large-scale customer benefit programs.
  • Trained staff on document indexing and workflow procedures, ensuring consistency in operations.
  • Improved electronic filing systems, reducing processing times and increasing operational efficiency.
  • Verified application accuracy and ensured compliance with agency policies to maintain program integrity.

Administrative Assistant

Lake Elementary School
01.2016 - 01.2017
  • Coordinated schedules, meetings, and special projects.
  • Coordinated schedules and meetings to ensure smooth operation of special projects.
  • Collaborated with Principal, faculty, and PTA to enhance communication and foster community engagement.
  • Streamlined administrative processes to reduce paperwork and enhance overall office efficiency.

Business Manager

US Mortgage Solutions
01.2004 - 01.2009
  • Managed daily business operations, financial reporting, and client account management.
  • Supervised office workflow and coordinated administrative staff to enhance operational efficiency.
  • Oversaw compliance with lending policies, financial procedures, and company standards.
  • Prepared monthly budget reports and cash flow analyses to support financial decision-making.
  • Supervised office workflow and coordinated administrative staff to ensure operational efficiency.
  • Built and maintained strong relationships with clients and lenders to drive collaboration and business growth.

Education

Bachelor of Science - Finance

Capella University
01-2024

High School Diploma -

Etiwanda High School
06-1999

MBA - Finance

Southern New Hampshire University
Hooksett, NH
06-2026

Skills

  • Residential Mortgage Closing
  • Post-Closing Operations
  • Mortgage Operations Leadership
  • Team Leadership
  • Team coaching
  • Quality Assurance
  • Risk Management
  • Investor Guidelines
  • Jumbo Loan Operations
  • Conventional Loan Processing
  • Process Improvement
  • Workflow Optimization
  • Operational Strategy
  • Change Management
  • Financial Analysis
  • Loan Analysis
  • Client Communication
  • Project Management
  • System Testing
  • Microsoft Excel (Advanced)
  • Microsoft Office Suite
  • Project Coordination
  • Project Leadership
  • Cross-Functional Collaboration
  • Multi-Level Team Leadership
  • Workflow Optimization
  • Project Coordination

Leadership Highlights

  • More than 20 years of mortgage and financial services experience.
  • Led employee training, onboarding, and cross-functional knowledge sharing.
  • Coordinated high-volume mortgage closing pipelines while maintaining compliance and quality standards.
  • Championed process improvement initiatives that increased efficiency and reduced operational risk.
  • Built strong partnerships across operations, underwriting, title, funding, compliance, and investor teams.
  • Recognized for mentoring employees, solving complex operational challenges, and driving continuous improvement.

Accomplishments

  • Deans List Winter 2026
  • Deans List Fall 2025
  • Deans List Summer 2025
  • Presidents List Winter 2025
  • Presidents List Fall 2024

Timeline

Closing Coordinator / Team Lead

Mortgage Connect LP
01.2020 - Current

Financial Review Analyst

New American Funding
01.2019 - 01.2020

Eligibility Services Clerk

County of Riverside - Department of Social Services
01.2018 - 01.2019

Benefits Assistant

County of Riverside
01.2017 - 01.2018

Administrative Assistant

Lake Elementary School
01.2016 - 01.2017

Business Manager

US Mortgage Solutions
01.2004 - 01.2009

Bachelor of Science - Finance

Capella University

High School Diploma -

Etiwanda High School

MBA - Finance

Southern New Hampshire University
Tania Saeed