
Independent Real Estate Professional
Greater Los Angeles Area

Independent Real Estate Professional
Greater Los Angeles Area
(Privately Held; 1-10 employees; Venture Capital & Private Equity industry)
March 2008 — Present (10 months)
I work Directly with the President of the company to generate investor interest in our Real Estate Investment Fund.
www.quickmoneylending.com
(Privately Held; 11-50 employees; Computer Software industry)
December 2006 — July 2007 (8 months)
Manage Product and Pricing team in Mumbai office
Resolve Product guidelines and rate sheet queries
Debug incorrect client results from Product-Pricing Engine.
Compile Investor updates for Products team and Sun West Compliance Manager
Correspond with Investor reps and technical support staff
Take client requests and concerns and spec the requirements for XLDynamics development team
Report un-resolvable issues back to XLDynamics development team
Work with 3rd party providers to implement additional services
Administration of 3rd party accounts for Sun West Mortgage
Provide work orders to clients for billable enhancements and maintenance
Work directly with client end-users to resolve issues
Create and maintain user manuals and Standard Operating Procedures
Test software fixes and updates
Client Rate sheet mapping
Update and streamline workflows
Meet with management to provide updates
Assist in branch boarding for Sun West Mortgage
(Privately Held; 51-200 employees; Real Estate industry)
November 2005 — December 2006 (1 year 2 months)
Work directly with end-users in all departments to resolve issues
Involved directly with software implementation team
Creation and maintenance of user manuals
Test new formulas and updated versions
Translate investor matrices into Integra guidelines
Incorporate new products and investors into the Product Server
Train Subject Matter Experts and their staff
Update and streamline workflows
Report un-resolvable issues back to Integra’s development team
Report end-user concerns and requests back to our internal team
Work with 3rd party providers to implement additional services
Meet with management and board members to provide updates
(Privately Held; 51-200 employees; Real Estate industry)
September 2003 — November 2005 (2 years 3 months)
Register files with investors to acquire loan number
Order and Status of Investor Guideline Exception Requests
Dissco / Fraud prevention
Request AVM and Field Reviews
Submit and Follow up of files over Bank delegation or with questionable credit direct to lender
Track status of all files within the Underwriting Department
Address underwriting problem files and issues
Answer questions from other departments regarding conditions and program qualifications
Clear conditions from underwriter’s initial approval [not including appraisal]
Investors: Aurora Loan Services, Countrywide, Interfirst, Chase, Thornburg
AUS: Emagic, CLOUT, MOAI, DU/LP
(Privately Held; 11-50 employees; Real Estate industry)
October 2001 — June 2003 (1 year 9 months)
Input borrower information into Calyx Point
Run DU/LP prior to loan submission
Submit Loans Direct to lender and follow through with underwriter’s conditions
Order: Title, Appraisal, Credit, Payoff Demands, Evidence of Insurance
Prepare Escrow Instructions and Supplements, Estimate and Final HUDS
Maintain Log and status of all loans in pipeline
Provide loan officers with daily rate information and price hits
Lock loans and Extend existing locks
Prepare loan documents through Doc Magic
Set loans up for funding
Investors: Wachovia, Flagstar, Encore, Impac
none, Real Estate, Personal Finance, Residential Lending, 2000 — 2007
American School of Mortgage Banking:
Conventional Underwriter Course
Kaplan Real Estate Schools:
Real Estate Principles
Real Estate Practice
Mortgage Loan Brokering and Lending
Personal Finance, Investing, Early Retirement, Reading, Writing, Computers and Technology.
Employee of the Month – September 2005 – First Capital Mortgage Group