Valerie Rodriguez
Stanton
Summary
Experienced in document review, loan processing, and escrow balancing. Proven track record in coordinating funding and managing detailed reports while ensuring compliance and accuracy. Detail-oriented Mortgage Closer II with expertise in document review, loan processing, and escrow balancing. Proven ability to manage complex tasks and coordinate funding effectively.
Overview
26
26
years of professional experience
Work History
Mortgage Closer II
Wescom Financial Services
Anaheim
02.2007 - 04.2026
- review documents and conditions for loan: prepare needs list
- notified necessary contacts of conditions requested prior to funding
- verify all conditions are cleared, and balanced with escrow
- prepare wire, send approved wire template to wire desk to send funding wire out
- prepare and send funding figures to escrow
- clear path in system LP - Loan Producer prior to funding
- export loan for funding
- notify servicing department loan has funded, and transfer package uploaded for review and balancing purposes
- Informed member about loan funding status
- post GL - General Ledger for accounting balancing purposes
- completed daily reports for funded loans and lender credit tracking
- complete monthly reports: verifying loans with PMI cert are activated, and verifying suspense GL balance and notifying accounting department
- assisted with post-closing requests, final settlement statement, and outstanding conditions
- Process and fund employee loans, VIP loans and board members loans.
- Prepared employee checklists with AFR rates, requested manager to review and approve, and request VP to docusign before sending to the servicing manager for employee discount rate adjustments.
- assisted in training new employees on processes and procedures
- *on early days funder would transfer funds from members account to wire funds out for funds to close to escrow, cutting checks for payoffs, I did draw docs, prepared collateral packages and shipped out, assisted management preparing invoice for lender payment and requesting manager approval prior sending in for payment request to accounting department
Funder / Closer
Dana Capital Group
Irvine
09.2004 - 02.2007
- draw docs
- checked in loan documents, review and condition files
- notify all necessary contacts regarding conditions
- verify all conditions are cleared
- prepare wire request and fax wire department
- prepare funding figures and send to closer
- copy and ship docs to lender
- calculate accounting paperwork
- assist clearing post-closing conditions for purchasing off bank line
- clear file in our system so branch can get paid
Funder / Closer
Home Funds Direct
Anaheim
10.2001 - 09.2004
- draw docs
- reviewed documents and conditions, prepared needs list for funding
- cleared conditions and balanced funding requirements
- prepared wire transfer and funding figures for disbursement
- request final settlement statement
- assembled collateral package for distribution and coordinated shipment
Marketing Assistant / Temp to hire
Snelling Personal Serv.
Orange
03.2001 - 10.2001
- Collaborated with Home Funds Direct as temp to hire.
- Managed lead generation, created reports, and distributed mailers to support marketing initiatives.
Teller
Citizens Business Bank
Orange
10.2000 - 03.2001
- Processed customer transactions, including deposits, withdrawals, cash checks and loan payments efficiently.
- Assisted customers with account inquiries and various banking services.
- Maintained daily cash drawer balance and reconciled discrepancies promptly.
- Trained new teller staff members, providing essential support and guidance.
- Managed daily reports and operations in a fast-paced banking environment to ensure efficiency.
- Verified customer identification to comply with legal and regulatory standards.
- Issued and redeemed money orders, cashier's checks, traveler's checks, and savings bonds.
- Handled large volumes of currency accurately while minimizing errors.
- Assisted in balancing ATM.
- Assisted in balancing Vault.
Education
Western High School
Anaheim, CA01-1989
United Mortgage And Teller School
Riverside, CASkills
- Document review and loan processing
- Escrow balancing and wire preparation
- Funding coordination
- General ledger accounting
- Problem solving and time management
- Attention to detail
- Effective communication
Timeline
Mortgage Closer II
Wescom Financial Services
02.2007 - 04.2026
Funder / Closer
Dana Capital Group
09.2004 - 02.2007
Funder / Closer
Home Funds Direct
10.2001 - 09.2004
Marketing Assistant / Temp to hire
Snelling Personal Serv.
03.2001 - 10.2001
Teller
Citizens Business Bank
10.2000 - 03.2001
Western High School
United Mortgage And Teller School