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Candidate's Name
Street Address Queens WayMahopac, NY Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLESkillsYardi, OnSite, Dormakaba, CRM, Encompass, City 5, Section 8 Affordable Housing Processing/Leasing, NYS Licensed Real Estate Salesperson, mortgage processing professional, experienced in all areas from loan origination to stacking, client services, underwriting, title clearance, lien filing/release, lien payoffs, Certified in Conventional, FHA and VA loan processing, income analysis, advertising on Craigslist, and all real estate websites,ExperienceRose Associates / Lease AdministratorSeptember 2023 Present, White Plains, New YorkDrafting, reviewing, and preparing residential lease agreements Worked directly with Affordable Housing/Voucher ProgramsEnsuring accuracy and completeness of lease documentationServing as a point of contact for tenants, addressing inquiries related to leases, terms, and conditions.Communicating lease terms and policies to tenants, and facilitating the signing of lease agreementsHandled inspections and managing security deposit refunds or deductionsOversaw rent collection processes, monitoring payments, and addressing any payment-related issuesEnsure accurate recording of rental transactions.Collaborated with maintenance and repair teams to address tenant requests, property issues, and necessary improvementsMaintaining accurate and organized records of lease agreements, tenant communications, and property-related documentationProficiently using property management software and tools to streamline lease administration processesOxford Property Group / NYS Licensed Real Estate SalespersonMarch 2023 - September 2023, New York, NYContinued training for Real Estate Sales and RentalsAdvertised on Real Estate WebsitesProficient with CRM to manage clientsCommunicated with Leasing Agents and Property ManagementAcquired rental and sales clients.Worked with The Guarantors, Insurant insurance Programs.Submitted Leases to Landlord for approvalWorked directly with Cityfheps, Section 8 VouchersWorked directly with clients to ensure housing for Cityfheps and Section 8Century 21 Scope Realty / NYS Licensed Real Estate SalespersonNovember 2022 - March 2023, New York, New YorkContinued training for Real Estate Sales and RentalsAdvertised on Real Estate WebsitesProficient with CRM to manage clientsCommunicated with Leasing Agents and Property ManagementAcquired rental and sales clients.Worked with The Guarantors, Insurant insurance Programs.Submitted Leases to Landlord for approvalBruma Realty / NYS Licensed Real Estate SalespersonSeptember 2022 - November 2022, Bronx, New YorkContinued training for Real Estate Sales and RentalsAdvertised on Real Estate WebsitesProficient with CRM to manage clientsCommunicated with Leasing Agents and Property ManagementAcquired rental and sales clients.Worked with The Guarantors, Insurant insurance Programs.Submitted Leases to Landlord for approvalKeller Mortgage / Sr Loan ProcessorJanuary 2020 March 2022, Dublin, Ohio (Remote)Reviewed initial loan approval and work with borrower to gather appropriate documentationCollected all required documentation for the loan packageCreated a loan submission package for the Underwriting departmentSubmitted files to assigned UnderwriterSatisfied all conditions when received from UnderwriterEnsured that approval falls within the established lending guidelinesCommunicated with other professionals, including attorneys, county clerks and title companiesNewtown Savings Bank / Sr. Loan ProcessorFebruary 2018 January 2020, Newtown, CTReviewed initial loan approval and work with borrower to gather appropriate documentationCollected all required documentation for the loan packageCreated a loan submission package for the Underwriting departmentSubmitted files to assigned UnderwriterSatisfied all conditions when received from UnderwriterEnsured that approval falls within the established lending guidelinesCommunicated with other professionals, including attorneys, county clerks and title companiesWells Fargo Home Mortgage / Loan ProcessorMarch 2015 February 2017, New Windsor, New YorkReviewed initial loan approval and work with borrower to gather appropriate documentationCollected all required documentation for the loan packageCreated a loan submission package for the Underwriting departmentSubmitted files to assigned UnderwriterSatisfied all conditions when received from UnderwriterEnsured that approval falls within the established lending guidelinesCommunicated with other professionals, including attorneys, county clerks and title companiesWells Fargo Bank, NA / Personal BankerJuly 2014 July 2015, Mt. Kisco, New YorkBuilt and managed lifelong customer relationshipsUnderstood customers financial needs and showing them how to get the greatest possible value from our products and servicesAnalyzed current customer relationships and proactively contacting customers with recommandations to help them achieve financial successDeveloping and maintaining relationships with Wells Fargo partners to maximize sales opportunitiesSold retail banking products and services to customers and prospectsUsed profiling analysis tools to identify cross selling opportunities and made outbound sales callsWells Fargo Bank, NA / TellerDecember 2013 March 2014, Katonah, NYHighly skilled in receiving and processing all banking transactions including; verifying transactions, checking and savings account withdrawals and depositIn-depth knowledge of maintaining positive customer relations by means of proper handling of all transactions, in keeping with established proceduresHands-on experience in exercising judgment regarding transaction problems and inquiriesProven record of maintaining, verifying, balancing allocated cash drawerAble to give accurate and detailed information to bank clientsDemonstrated ability reply questions on Bank transaction servicesProven ability to direct customers to proper staffWell-versed in recognizing customers financial services requirementsCross sold services to meet and exceed sales quotasExcellent spoken and written communication skillsDedicated and detailedhigh level of accuracyA.G. Construction / BookkeeperMarch 2013 March 2018, Bronx, NYManaged all correspondence regarding new contracts and preparing proposals for new job sites.Maintained balance sheets, ledgers payroll documents, bills and receipts, insurance documentation and all other various accounting functions.Carried out all client needed tasks and requests for information on various ongoing job sites.Created and updated scheduling from beginning to completion on new projects as well as interact with clients as to progress on completion.Self-Employed / Title CloserJune 2004 November 2009, Bronxville, NYIndependent contractor for mortgage closings, loan closings and legal signings.Preparation of all mortgage and title documents.Provided information through the mortgage process and signing with individual clients as well. as submitting all necessary paperwork to the appropriate recipient.Submitted various documents to banks for funding, mortgage pay offs, title liens or tax payoffs.Packaged documents, sent to both bank and title companiesNotarized all documents at the closings.Guaranteed Home Mortgage / Loan Processor/Underwriter/Office ManagerFebruary 2000 June 2006, Stamford, CTManaged 6 Loan Officers and 2 Loan Processors.Reviewed the acceptance of Underwriting guidelines set forth by both the state and federal government.Reviewed financial statements, applicable ratios, fraud detection and compliance.Estimated the main property value, financial power and credit worthiness of potential borrowers.Responsible for loan grants and their recovery time.EducationGood Counsel Academy / AcademicSeptember 1976 June 1980, White Plains, NYWestchester Community College / Associates DegreeSeptember 1980 - December 1982In Lieu of Accounting DegreeMercy College / Bachelors DegreeJanuary 1982 June 1984In Lieu of Accounting Degree |