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Customer Relationship Manager Resume


Detailed - Oriented, Solution-focused Bilingual professional Eager to find a position where I can expand my existing 14 + years of experience and Contribute Proven communication, strong organizational skills, Administration skills, and strong Customer Service Skills. Focused and Analytical strategist skilled in successfully supporting employer in maximizing profits .


  • Microsoft Office Suite
  • Lotus Notes
  • AS400
  • LAMP(Loan Administration Mortgage Portal)
  • Homesaver
  • DMP (Document Management Portal) CRM Tool
  • Cross
  • Lien
  • LMA (Loss Mitigation Application)
  • LMF (Loss Mitigation Financial)
  • Edge
  • LPS
  • Empower
  • DocMagic Willing to learn/Master additional programs



Customer Relationship Manager


  • Responsible for maintaining daily procedures, and maintaining company set turn times.
  • Require to adapt to an ever-changing, fast paced environment
  • Maintain client relationships by managing daily pipeline, reviewing and clearing conditions and providing updates to my assigned Account Executives, business partner’s (brokers), underwriters and closers as needed to ensure a prompt close on time.
  • Knowledgable of Confidential and HUD Guideline /processing loans for Confidential
  • Work on reviewing Financial statements, credit reports, applicable ratios and loan to values on loan documentation to meet all loan exceptions and efficiency of loan.
  • Resolve title issues including, but not limited to: vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens.
  • Work closely with underwriters to obtain final loan approvals and issue the clear to close for release of loan documents for the closing department.
  • Adhere to all applicable compliance regulations and training as needed.
  • Escalate issues when needed and follows directions from team leader for resolution of issues.


Underwriting Assistant/Funder


  • Underwrite/Review for accuracy Income documents, appraisal, title, Insurance and credit reports.
  • Provides support for management and loan officers as needed
  • Responsible for clearing conditions, collecting income documentation and review for accuracy
  • Manage time sensitive material and meet all required deadlines
  • Maintain accuracy and ensure all CD’s are consistent and disclosed based on new TRID guidelines
  • Responsible for funding all required loans prior to lock expirations
  • Obtained and reviewed all party CD’s, requesting Wire, and initiating Phase Code 4 funding; shipped timely collateral correspondence and loan files.

Confidential, Colton CA

Sr. Mortgage Loan Processor / Underwriter/Customer Relationship Manager


  • Ensured that all necessary disclosures (state, federal and company specific) were provided to client as require
  • Responsible for clearing conditions, review title, appraisal, and credit and income/asset documentation for accuracy.
  • Maintain a high level of customer service and being proactive in communicating with customers, including banking center associates, and realtors
  • Review qualifying incomes; confirmed data of CLUES Accept decisions; reviewed all essential loan terms with borrowers; and proficiently cleared loans in accordance with guidelines .
  • Face to face interaction with highly escalated customers experiencing financial Hardship
  • Respond to all internal and external Audit Requests in a timely manner.
  • Analyze requests in accordance with established guidelines and recommend appropriate courses of action
  • Served as a liaison to administrative areas within the bank
  • Attended outreach events in local market, support banking center outreach.
  • Traveled to remote locations in order to assist with other offices or support events.

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