Wintrust Mortgage Resume Samples
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Wintrust Mortgage Resume Samples
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LB
L Bernhard
Lilyan
Bernhard
1707 Koch View
Dallas
TX
+1 (555) 506 1477
1707 Koch View
Dallas
TX
Phone
p
+1 (555) 506 1477
Experience
Experience
Los Angeles, CA
Wintrust Mortgage
Los Angeles, CA
Lebsack Inc
Los Angeles, CA
Wintrust Mortgage
- Create a team environment where Sales and Operations work together
- Provide trend reports on customer service performance regarding abandonment rates, call answer times and average call times
- Provide regular interface with employees & managers to build relationships and ensure high levels of customer satisfaction
- Work directly with Loan Originators, Processors, Underwriters, Closers & Management
- Work closely with our Information Technology department on all new projects and systems to ensure compatibility with our network
- Effectively manage and lead a team of 3–6 employees that provide marketing support to 700+ employees in various Sales & Non-Sales functions across the country
- Support all Regional Underwriting Managers including re-assigning work to load balance
present
Los Angeles, CA
Wintrust Mortgage
Los Angeles, CA
Gottlieb, Cartwright and Green
present
Los Angeles, CA
Wintrust Mortgage
present
- Assist Manager with the development of meeting planning tools, technology, guidelines, promotional strategies, and product development
- In conjunction with Manager, establish budgets and work within it to create successful programs
- Assist Regional and Branch Managers in the coordination of referral partner events while working closely with Corporate Event Planner
- Continuously measure Loan Originator Assistant performance by setting goals and providing regular feedback
- Work closely with Corporate Marketing team to develop strategies, design, and manage overall administration of advertising and marketing objectives
- Overall project management for events including development, review, and revision of project management timelines and tools
- Measure Underwriter performance by providing consistent and timely feedback to the staff and management
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
San Diego State University
Bachelor’s Degree in Finance
Skills
Skills
- Strong research, investigative, and creative skills
- Ability to handle sensitive, confidential information and/or difficult situations
- Ability to organize activities, manage staff and competing priorities, and successfully deliver on multiple responsibilities in a dynamic, fast-paced environment
- Provide administrative support including routine correspondence, answering phone calls, communicating messages in a timely manner, filing, copying, and typing, proofreading, data entry, etc
- Ability to lift 40 pounds
- Schedule and organize travel itineraries and arrangements including airline, hotel, ground transportation and expenses for participants traveling to meetings or other business travel
- Knowledge of AV and technology related to meetings and conferences
- Coordinate with all the departments involved in the organization of the event, i.e. Marketing and Field Support to ensure training rooms and facilities are equipped and meeting ready
- Excellent copyright skills and able to rework on technical aspects for a broad range of audience
- Contribute to overall team success by identifying problems and proactively seeking out methods to improve self-performance and/or efficiency of an operation or task
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1
Wintrust Mortgage Resume Examples & Samples
- Bachelor’s or equivalent degree
- Prior assistance working with C-level Executives or experience in organizing events with the ability to work in a fast-pace environment
- Handle confidential and non-routine information applying extreme confidentiality and sensitivity in the dissemination of this information
- Ability to work on several projects simultaneously with ability to effectively prioritize and execute tasks conforming to shifting priorities, demands, and timelines
- Must have excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
- Strong customer service skills, as well as negotiation skills when working with vendors
- Proven competency in software applications, including MS Word, Excel, Outlook, and other technology. Ability to learn and understand various application systems as required. Graphic design skills a plus
- Ability to stay calm under pressure and possess high emotional intelligence
- Ability to work both independently and in a team-oriented, collaborative environment
- Ability to handle competing demands, use time efficiently and prioritize appropriately
- Willingness to travel outside of geographic area, and work on-site as needed for training, meetings, and on-event staffing roles if needed
- Adept at conducting research into project-related issues
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Wintrust Mortgage Resume Examples & Samples
- College degree or equivalent mortgage related experience
- 3-4 years experience in Secondary Marketing
- Must have working knowledge of mortgage loans and or/loan procedures
- Proficient with Microsoft Excel and basic knowledge of Microsoft Access
- Strong research, investigative, and creative skills
- Ability to handle sensitive, confidential information and/or difficult situations
- Ability to organize activities, manage staff and competing priorities, and successfully deliver on multiple responsibilities in a dynamic, fast-paced environment
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Wintrust Mortgage Resume Examples & Samples
- Associates or Bachelors degree
- Attention to detail and accuracy is a must
- Ability to manage multiple tasks
4
Wintrust Mortgage Resume Examples & Samples
- High School Diploma or equivalent
- 5+ mortgage banking / loan servicing work experience
- Ability to work under pressure with strict time deadlines
- Must possess working knowledge of Microsoft office suite
- Strong written and communication skills
- This is an exempt position
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Wintrust Mortgage Resume Examples & Samples
- Bachelor’s degree in Finance or Accounting
- A minimum of 2 years of experience required; experience in mortgage industry is a plus
- Advanced Excel skill required, as well as proficiency in Microsoft Office applications and Outlook. Knowledge of mortgage banking applications preferred
- Ability to work under pressure with strict time deadlines and attention to detail
- Must have excellent interpersonal, organizational and communication (both written and oral) skills
- Must be a self starter, motivated, energetic, with excellent time-management skills
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Wintrust Mortgage Resume Examples & Samples
- Provide prompt, efficient and friendly service to customers involving loan originations and closings
- Understand real estate lending rate sheet and loan products
- Ability to talk to a customer regarding rates and loan products
- Data input into mortgage origination software (E3)
- Confers with the borrowers concerning questions, procedures, necessary information, forms completion, documentation needed from the borrower and any problem resolutions throughout loan process
- Open new mortgage files
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Wintrust Mortgage Resume Examples & Samples
- The Loan Originator assembles and reviews a new application and matches the applicant with a mortgage program. The file is handled by the Mortgage Originator until it is time to request loan documents and closing is scheduled. By turning in the file at this point, the Loan Originator is able to go out and generate new business
- The Loan Originator assists the borrower in determining the proper loan program, completing the loan application and gathering the required supporting documentation to begin the loan process
- Conducts preliminary underwriting reviews
- Remains front line contact with the borrowers
- A credit report is obtained and analyzed by the Loan Originator
- The Loan Originator is heavily involved with the client during the application and closing process
- Develops referral relationships with realtors, builders, bankers and other sources in order to proactively solicit new business
- Thorough knowledge of pricing and underwriting requirements of various mortgage products and programs
- Knowledge of residential mortgage processing, underwriting and closing procedures
- Thorough knowledge of federal lending regulations governing real estate lending, such as Truth-in-Lending, RESPA and others
- Excellent interpersonal and communication skills required
- Pleasant and professional demeanor is essential
- Work requires sound judgment and diplomacy
- Outlook proficiency required
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E Act of 2008
- Minimum two years of mortgage loan origination/sales experience
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Wintrust Mortgage Resume Examples & Samples
- Minimum 5 years current processing experience, with all loan types and the ability to determine that loans meet acceptable compliance with relevant agency, multiple investors, and internal guidelines
- Must be resourceful in utilizing tools and information that is available
- Ability to accurately determine income for wage earners, self-employed borrowers, and experience with corporate returns
- Experience reviewing appraisals
- Strong organizational skills as well as excellent verbal (including phone etiquette) and phone and written communication
- Positive “can do” attitude with a strong focus on internal and external customer service
- Proactive approach when dealing with challenging situations/loans and resolution focused
- Ability to work independently in a fast paced environment & handle multiple personality types in a calm and professional manner
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Wintrust Mortgage Resume Examples & Samples
- Responsible for Initial Loan Application Review and Change of Circumstance (CCR) re-disclosure process
- Work directly with Loan Originators, Processors, Underwriters, Closers & Management
- Review newly triggered loan applications or CCR requests for RESPA compliance in regard to the GFE & TIL
- Candidate will work from Department checklists but must be able to make proper decisions when presented with typical compliance situations
- Disclose approved Application or CCR documents to both the Loan Originator and Consumer
- Monitor Secondary lock movement and re-disclose revised loan documentation with the Automated CCR process
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Wintrust Mortgage Resume Examples & Samples
- Minimum of 3 years (current) mortgage banking experience or related experience in sales/marketing
- Processing/Underwriting related experience preferred
- Up to date knowledge of FNMA/FHLMC guidelines
- College or equivalent degree. This requirement can be waived with equal industry related experience
- Must possess a working knowledge of computers to include MS Word, Excel and Internet
- Sales experience to convert inquiries into closings: including front end and back end sales process
- Ability to work independently and take direction
- Must meet all NMLS registration requirements
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Wintrust Mortgage Resume Examples & Samples
- Assisting in the loan originator in business development
- Monitors the loan originators social media presence
- Reviews past clients current mortgage status for refinance and referral opportunities
- Works with internal and external customers
- Manage day to day marketing activities
- Meet with potential real estate agents, builders, financial planner and other business partners to earn referrals
- Provide necessary documentation to processing and underwriting departments to ensure timely loan closings
- Follow up with prospective clients to pre-screen and set appointment for loan originator
- High school or equivalent degree
- Preferred 1 year mortgage banking experience or related experience in business/finance/sales/marketing/real estate/title
- Must have high level of attention to detail
- Must be able to problem solve
- Must possess a working knowledge of computers to include Outlook, MS Word, Excel and Internet
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Wintrust Mortgage Resume Examples & Samples
- Minimum 3 years of current underwriting experience
- Ability to perform outside of regular business hours as volume indicates
- Attention to detail and accuracy
- Strong organizational and communication (written and verbal) skills
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Wintrust Mortgage Resume Examples & Samples
- Manage a team of approximately XX Loan Originator Assistants in today’s ever evolving mortgage lending environment
- Ensure that the department follows all compliance and regulatory guidelines
- Accomplish human resource objectives by selecting, orienting and training, coaching, and counseling employees while communicating job expectations
- Train new hires on processes and procedures as it relates to the team’s objectives and Wintrust Mortgage standards
- Create a team environment where Sales and Operations effectively work together
- Manage to corporate & executive directives
- Implement production, productivity, quality and customers-service standards
- Resolve problems and identify mortgage loan system improvements
- Continuously measure Loan Originator Assistant performance by setting goals and providing regular feedback
- Support the staff by load-balancing their pipelines (for teams as applicable)
- Review files to ensure completeness, accuracy, and compliance when necessary
- Other projects and duties assigned as needed
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Wintrust Mortgage Resume Examples & Samples
- High School or equivalent degree
- Must have superior interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
- Must meet all Nationwide Mortgage Licensing System & Registry (NMLS) requirements
- Ability to build relationships within their local community
- Ability to attain a rapport with residents, businesses, organizations of their community while engaging in a dialogue about Wintrust Mortgage products and services
- Ability to understand or gain an understanding of the Community Reinvestment Act and its application to their local community
- Bilingual candidates
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Wintrust Mortgage Resume Examples & Samples
- Accomplishing human resource objectives by selecting, orienting, training, assigning, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising job contributions; recommending compensation actions; adhering to policies and procedures
- Meeting mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer-service standards; resolving problems; identifying mortgage loan system improvements
- Mitigating exposure risk by ensuring all employees comply with the Privacy Act/Clean Desk Policy to keep loan information confidential
- Updating job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
- Ensuring that his/her staff has complete knowledge
- Being capable of integrating all regulatory requirements into day to day work functions
- Accomplishing the company mission by completing related results as needed
16
Wintrust Mortgage Resume Examples & Samples
- Must meet all NMLS requirements
- Must be a motivated, energetic self-starter with excellent time‐management skills
- Minimum of 5 years mortgage banking experience
- Mortgage Builder experience preferred
17
Wintrust Mortgage Resume Examples & Samples
- Enter scheduling information (time, location and file number in General and Agent Tracking) in Mortgage Builder and Closing calendar when information is received
- Verifies accuracy and consistency of documents by performing an audit of the file checking for any discrepancies
- Analyze title, chain of title, Flood/Homeowners Insurance, Appraisal, Lock, Good Faith Estimate, as well as any outstanding conditions
- Complete a minimum of 60 closing packages per month
- Complete & prepare closing documents 2 days in advance of the scheduled closing date
- Perform verbal verification of employment for each borrower
- Funds the loan in compliance with investor guidelines as well as meeting all at-closing conditions to assist investor delivery for the third part sale of the loan
- Follows-up with the title company and requests a copy of the HUD-1 24 hours in advance of the closing
- Reviews HUD-1 for accuracy and completeness
- Re-issues TIL or other disclosures to assure that the loan is not in violation of RESPA guidelines
- Prepares check or requests wire from the warehouse line
- Forwards the HUD-1 or Good Faith Estimate to the processor and loan officer/assistant via email
- Communicates with the title company prior to the closing and/or during the closing if necessary
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Wintrust Mortgage Resume Examples & Samples
- Associates or Bachelors degree preferred
- Possess experience within a call center environment and be able to communicate with confidence and poise
- Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
- Exceptional aptitude for math and financial analysis
- Sales experience preferred
- Thrive in a fast-paced environment while maintaining a positive attitude
- Must be a self starter, motivated and energetic
- Must have strong time management skills with the ability to determine priorities and meet deadlines
- Demonstrate integrity, ethics, accountability, responsibility, initiative and teamwork
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Wintrust Mortgage Resume Examples & Samples
- Working as part of a team and effectively supporting colleagues
- Work with all levels of managers & employees
- Punctual and maintains professional appearance
- Must have great customer service and problem solving skills
- Must possess a working knowledge of computers to include MS Word, Excel and Internet, Postage Machines, Fedex and UPS
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Wintrust Mortgage Resume Examples & Samples
- Manage team of up to 15 Underwriters including potential support staff
- Achieve and maintain highest level of regulatory compliance in conjunction with minimal loan defect rates while meeting and exceeding production metrics
- Create a team environment where Sales and Operations work together
- Foster positive attitudes and professionalism by focusing on resolution based approach to problem solving and identifying best practices, process improvements, and mortgage loan system efficiencies
- Measure Underwriter performance by providing consistent and timely feedback to the staff and management
- Support workflow and production metrics by load-balancing pipelines
- Provide feedback to Processing and Sales staff regarding the quality of files that are submitted to Underwriting
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Wintrust Mortgage Resume Examples & Samples
- Great organizational skills
- Enthusiastic attitude and thrive in a fast paced environment
- 1 year of Sales experience
- 1 year of Collections experience
- 1 year of Telemarketing experience
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Wintrust Mortgage Resume Examples & Samples
- Directly supervise current staff of six, with additional staff oversight to follow commensurate with experience and department growth
- Provide daily support and oversight to staff, including answering questions, problem resolution, training and coaching, and ensuring timely and accurate execution of tasks. Appropriately identify, evaluate and manage risk within the loan servicing area and implement risk mitigation strategies as appropriate
- Review the onboarding interface and quality assurance processes for additional technology enhancements to streamline workflow
- Manage MERS servicing related responsibilities, including ensuring all information is properly identified in the servicing platform as required for MERS
- Proactively update and manage procedures and key process controls within the business unit to ensure regulatory, quality control and audit compliance with government and investor requirements and industry best practices
- Produce, review, and distribute to senior management department reporting to ensure timely, accurate report production and distribution, including tracking key performance metrics for the business unit
- Manage special projects for the department as assigned
- Ensure excellent customer service training and execution by all team members
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Wintrust Mortgage Resume Examples & Samples
- Minimum of 2 years of Receptionist experience with very heavy call volume
- Must be punctual and maintain a professional appearance
- Possess a friendly and professional demeanor
- Must be a self starter, motivated, energetic, with the ability to work well independently
- Must possess a working knowledge of computers to include MS Word, Excel and Internet, postage machines, FedEx and UPS
- Knowledge of the mortgage industry is a plus
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Wintrust Mortgage Resume Examples & Samples
- Support the loan servicing specialists who handle borrower inquiries
- Handle escalation calls when needed
- Monitor the incoming call queue for loan servicing availability and ensure telephone coverage is adequate during all times of the day
- Answer and address inbound borrower inquiries with the goal of first call resolution
- Provide trend reports on customer service performance regarding abandonment rates, call answer times and average call times
- Assist with departmental training
- Take ultimate accountability for the achievement of goals set forth by management
- Maintain and improve quality results by following standards and recommending improved policies and procedures
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Wintrust Mortgage Resume Examples & Samples
- Review loan documents for accuracy
- Order and confirm 3rd party verifications
- Other clerical and administrative work as assigned
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Wintrust Mortgage Resume Examples & Samples
- Assist and contribute in the coordination of logistics for conferences, meetings, trade shows and events (pre-planning, local onsite execution, and post event wrap up) with guidance of Manager, working with vendors as needed
- Provide administrative support including routine correspondence, answering phone calls, communicating messages in a timely manner, filing, copying, and typing, proofreading, data entry, etc
- Assist in writing and editing sales and marketing materials, which include articles, presentations, flyers, and collateral
- Schedule and organize travel itineraries and arrangements including airline, hotel, ground transportation and expenses for participants traveling to meetings or other business travel
- Create project plans, registrations, prepare invitations, event agenda, pull reports, prepare name tags and facilitate production of materials needed for events
- Overall project management for events including development, review, and revision of project management timelines and tools
- Adapt to crisis situations, changing procedures, methods or processes as needed
- Coordinate with all the departments involved in the organization of the event, i.e. Marketing and Field Support to ensure training rooms and facilities are equipped and meeting ready
- Assist Manager with the development of meeting planning tools, technology, guidelines, promotional strategies, and product development
- Contribute to overall team success by identifying problems and proactively seeking out methods to improve self-performance and/or efficiency of an operation or task
- Contribute to a collaborative, team-oriented working environment
- Fulfill Rosemont and 231 S. LaSalle training room requests with WTFC
- Place and coordinate catered events for staff events and client functions
- Serve as liaison between the company and suppliers, hotels, transportation companies, venues, freelance talent, and various marketing services
- In conjunction with Manager, establish budgets and work within it to create successful programs
- Source venues and vendors and collect proposals to determine best options
- Assist with miscellaneous projects and all other tasks as assigned and requested
- Excellent interpersonal, written and verbal communication skills
- High degree of responsibility, initiative, and professionalism
- Strong organizational skills with attention to detail required
- Apply analytical and problem-solving skills
- Proven competency in creating PowerPoint presentations, and with software applications, including MS Word, capable of writing reports, procedures and business correspondence
- Understand new technologies and applying to marketing principles
- Excel, Outlook, and other technology
- Prior experience organizing events
- Graphic design skills a plus
- Excellent copyright skills and able to rework on technical aspects for a broad range of audience
- Knowledge of AV and technology related to meetings and conferences
- Prior history in hospitality, event planning or marketing
- Ability to learn and understand various application systems as required
- Ability to lift 40 pounds
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Wintrust Mortgage Resume Examples & Samples
- Assist in identifying operational risks and escalating issues to management
- Maintains a competent level of expertise and knowledge of the requirements of the various laws, regulations and rulings concerning the mortgage industry
- Keeps abreast of regulatory updates through reading, classes, and seminars
- Assists in reviewing proposed changes to existing policies and procedures relative to compliance requirements of laws and regulations
- Maintains the confidentiality of sensitive borrower, bank, and mortgage company sensitive information and related materials
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Wintrust Mortgage Resume Examples & Samples
- Responsible for performing Pre-Funding Quality Control testing to ensure conformance with credit quality requirements, investor requirements, and company policy and procedures
- This position works closely with our third party quality control vendor to validate the reviews conducted by the vendor meet our credit quality and investor requirements, and are in keeping with company policy and procedures
- Track audit responses to ensure completeness of the quality review program for the vendor
- Produce and distribute accurate, timely audit reports for management and our executive committees
- Develop and maintain a thorough knowledge of quality control requirements, policies and procedures, and agency guidelines
- Upload file data to mortgage insurance vendors and/or investors, upon request, for audit fulfillment purposes
- Participate in special investigations of unusual borrower activities which may be referred to the department
- Other tasks as assigned
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Wintrust Mortgage Resume Examples & Samples
- Responsible for performing Post Closing Quality Control testing to ensure conformance with TRID regulatory requirements, investor requirements, and company policy and procedures
- Completes all testing in a timely manner and distributes periodic reports to management
- Maintain a competent level of expertise and knowledge of the requirements of the real estate lending laws and TRID regulatory requirements governing the conduct of the Post Closing Quality Control and Audit Department
- Reviews audit findings with manager to determine additional research required to ensure accurate reporting of findings or to determine compliance with program
- Tracks, follows up and reviews audit results to ensure completeness of the quality review program
- Coordinate with business unit managers and internal business partners to validate, correct audit findings and assist with the refund process as applicable
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Wintrust Mortgage Resume Examples & Samples
- Oversee the creation, implementation, and timely delivery of marketing plans, promotions, advertising, and marketing communication strategies for retail targets
- Develop premium brand strategies and marketing programs to define and strengthen the corporate brand
- Provide regular interface with employees & managers to build relationships and ensure high levels of customer satisfaction
- Effectively manage and lead a team of 3–6 employees that provide marketing support to 700+ employees in various Sales & Non-Sales functions across the country
- Develop staff and grow team according to business needs to maximize team’s current & future contribution
- Set appropriate timelines and deadlines for staff. Set standards and benchmarks for staff; review and coach on progress and opportunities for growth
- Facilitate ongoing status update meetings with Executive leadership and marketing staff to ensure all parties are in sync with and accountable for their deliverables to support marketing efforts
- Work with internal Compliance Department to ensure all materials are compliant prior to distribution
- Work closely with Corporate Marketing team to develop strategies, design, and manage overall administration of advertising and marketing objectives
- Develop and manage relationships with existing vendors and possess ability to review, assess and negotiate contracts with new vendor alliances
- Utilize market research to determine marketing and advertising success rates amongst various demographics; provide recommendations to Executive leadership to address competition in the marketplace
- Monitor and evaluate competitors’ use of digital concepts to ensure the organization adapts new technologies, best practices and new interactive solutions to remain competitive
- Remain current on new marketing trends; participate in educational opportunities; maintain personal networks; participate in professional organizations
- Utilize variety of social media platforms such as Yelp, Facebook, LinkedIn and other applicable social media sites to market the corporate brand
- Accurately manage expenses in accordance with budgetary requirements
- Other duties & projects as assigned
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Wintrust Mortgage Resume Examples & Samples
- Sorting the daily mail for each department
- Logging in final policies and recorded mortgages as they come in
- Locating documents that have not come in that are needed
- Sending policies and recorded documents to investors
- Maintaining investor outstanding document reports
- Maintaining Internal Reports
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Wintrust Mortgage Resume Examples & Samples
- Assisting in the creation of custom flyers, postcards and advertisements for our Loan Originators
- Review job submissions for missing/conflicting information
- Manage day-to-day transactions and relationships with internal customers and outside vendors
- Communicate with Loan Originators to ensure their job requests are complete
- Must remain abreast of technological advances in the field
- Communicate with marketing staff for day-to-day priorities
- Must have working knowledge of Macintosh computers and CC design software
- Familiar with standard concepts, practices and procedures within design/print field
- Work under supervision of Marketing Specialist and Marketing Manager
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Wintrust Mortgage Resume Examples & Samples
- Partner with Corporate Event & Travel Manager to schedule and organize travel itineraries and travel arrangements (airline, hotel, car services)
- Administrative support including filing, copying, and typing correspondence, presentations, spreadsheets, etc
- Calendar Management for Regional Manager
- Answering phone calls and communicating messages in a timely manner
- Assist in setting up/coordinating meetings with internal and external customers
- Answer incoming calls and field general questions and direct calls accordingly
- Assist Regional and Branch Managers in the coordination of referral partner events while working closely with Corporate Event Planner
- Work closely with analytics department and request reports as needed by the Regional Manager
- Be a liaison between Sales Managers and HR (assist with drafting & submitting appropriate paperwork and contracts)
- Partner with Training, Marketing & HR to deliver superior onboarding experience for new hires (assist hiring manager with coordinating pre and post employment experience & acclimation)
- Generate & submit IT tickets for respective area based on manager and employee needs
- Coordinate with Rosemont corporate Executive Admin team as needed on projects, tasks, and assignments
- Assist with loan pipeline analytics, research loan questions for managers; work with the fulfillment team as needed
- Data entry and miscellaneous office tasks as needed
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Wintrust Mortgage Resume Examples & Samples
- College student must be a rising Senior at the beginning of the 2017/2018 academic year (not required but preferable)
- Minimum GPA of 3.30 on a 4.0 scale
- Able to dedicate 25 – 40 hours per week. The Program usually runs from mid- May to mid-August, dependent on the students’ availability
- Be involved in a course of study that is relevant to one of the departments mentioned above (not required but preferable)
- Be motivated, mature, self starting, eager to learn, and articulate
- Have some experience with Microsoft office products like Word, Excel and Publisher. Experience in Outlook is a plus
- Able to provide samples of their work upon request during the selection process (for example: essays, projects, etc.)
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Wintrust Mortgage Resume Examples & Samples
- Minimum of 2 years of experience in the mortgage industry in Processing, Underwriting, Closing or Post Closing
- Possess excellent understanding of Mortgage Builder and be able to troubleshoot and train employees via telephone
- Ability to write concise training tools and procedures to introduce or explain the functionality of specific processes
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Wintrust Mortgage Resume Examples & Samples
- Data Entry / Application Review
- Make outbound calls and answer inbound calls / emails from customers
- Customer data entry
- Update and/or review returning customer information
- Ensure proper due dates on customer loans
- Document customer interactions and capture data in the loan processing system
- Educate customer on processes such as refinance and service platform
- Maintains and improves quality results by following standards and recommending improved policies and procedures
- Other tasks as assigned / needed
- Participate in Escrow Administration
- Sell and fund loans with secondary market
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Wintrust Mortgage Resume Examples & Samples
- Act as the Business Systems Administrator for our mortgage systems
- Assist the Project Manager and our Field Support Department with new applications being implemented within the mortgage company
- Maintain company standards for Information Security and User Access
- Work closely with our Information Technology department on all new projects and systems to ensure compatibility with our network
- Work closely with the Training Department on training and acceptance of new business systems.
- Create periodic status reports for business systems
- Ensure adequate change controls and segregation of duties for change management and periodic system audits for key business systems
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Wintrust Mortgage Resume Examples & Samples
- Minimum two years mortgage experience, preferably with exposure to multiple mortgage operation departments
- Knowledge of Agency (FNMA/FHLMC) guidelines
- Knowledge of FHA/VA/USDA requirements
- Experience with Agency selling systems is a plus
- Competent level of expertise regarding TRID regulatory requirements
- Detail orientated with strong analytical, organizational and problem solving skills
- Excellent time management skills with ability to prioritize multiple projects
- Self-motivated with the ability to work independently as well as in a team environment
- Proficient with Microsoft Office, including Excel, Word and Outlook
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Wintrust Mortgage Resume Examples & Samples
- Preferably one year of mortgage industry experience
- Working knowledge of TRID regulatory requirements
- Excellent time management skills and ability to work under tight deadlines
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Wintrust Mortgage Resume Examples & Samples
- Develop, maintain and improve daily, weekly and monthly reporting packages that enable the company to track financial and business metrics including revenue, risk exposure, salesperson productivity, and other ad hoc reporting as required
- Update and maintain QRM risk management software monitoring the hedge position
- Interface with existing and new investors to maintain and improve data standards and information transfer
- Various ad hoc reporting and analysis for senior management
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Wintrust Mortgage Resume Examples & Samples
- Associates degree or higher, preferably in accounting, finance or a related field
- Minimum of three years of experience with Fannie Mae and Freddie Mac investor reporting. Experience with Ginnie Mae, FHA and VA is required
- Knowledge of investor accounting principles and concepts and investor servicing guidelines, as well as reimbursement claims for HUD and Fannie Mae and Freddie Mac
- Knowledge of mortgage servicing systems, servicing technology and practices. FIS IBS experience is a plus
- Strong organizational, analytical and problem solving skills with the ability to multi-task
- Strong analytic and customer service skills
- Proficient with Microsoft Office programs including Outlook, Word, and Excel
- Proven ability to prioritize work and meet deadlines
42
Wintrust Mortgage Resume Examples & Samples
- College degree in a relevant field
- Three years minimum experience in a project management role
- Three years minimum experience in mortgage, IT, finance, banking or a related field
- Project Management certification strongly preferred
- SQL programming experience strongly preferred
- Direct experience with Ellie Mae’s Encompass Loan Origination System a plus
- Direct experience with Citrix environment preferred
- Proven effective organizational and project management skills
- Proven ability to manage multiple projects at one time (typically three to four)
- Rosemont location
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Wintrust Mortgage Resume Examples & Samples
- Assisting in the processing and closing of loans. Sends Loan Officer Proposals and monitors leads and pre-quals in process
- Monitors the status of each file and ensures accurate and efficient processing through closing, to include guideline research
- Assists loan officer with resolution of potential files issues
- Reviews files to ensure completeness, accuracy, and compliance
- Ensures all loans reviewed will be eligible for sale to end investor with adherence to guidelines and statutory limits
- Ensures all loans meet program requirements for program selected
- Manage day to day communication and relationships with customers
