Angelica Jam

Superior Operational Excellence Award 5/2023

Maintained a personal pipeline of 25+ loans a month

• Recruit, hire, onboard, train, direct, lead, and manage daily activities of mortgage loan processors, processing assistants and other team membersImplemented quality control measures to minimize errors and ensure compliance with regulatory guidelines.
• Increased loan processing efficiency by streamlining workflow and implementing time-saving strategies.
• Coordinated with underwriting teams to expedite loan approvals and meet closing deadlines consistently.
• Managed a team of mortgage processors, ensuring accuracy and timeliness in all stages of the loan process.
• Served as a liaison between mortgage processing team and other departments, fostering collaboration to achieve company goals.
• Organized weekly meetings with employees to discuss progress on current projects as well as any challenges faced during their work week.
• Managed a high-volume pipeline of loans while maintaining strict attention to detail and prioritizing tasks effectively.
• Spearheaded initiatives to increase customer satisfaction by improving communication throughout the loan process.
• Assist, mentor, and motivate team members to exceed daily, monthly, quarterly, and yearly goals and KPIs
• Maintained a 25+ loan pipeline

• Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
• Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
• Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
• Streamlined loan processing by implementing efficient workflow systems and task prioritization.
• Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
• Assisted in training junior loan processors, resulting in increased productivity across the team.
• Developed a comprehensive understanding of various lender guidelines which helped expedite loan approvals.
• Provided quick turnaround times to maintain fast-past schedule.
• Coordinated seamlessly with sales teams to ensure proper alignment of expectations and timelines between clients and internal departments.
• Leveraged industry knowledge to provide expert guidance on loan products best suited for borrower needs, enhancing customer satisfaction levels.
• Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
• Handled any conditions sent from underwriting departments.
• Prepared documents for underwriting by verifying client income, credit reports, and other information.
• Evaluated approvals against established bank and government lending standards.
• Coordinated closing process with attorneys, title companies, and government clerks.
• Conducted thorough borrower credit analysis to accurately assess financial stability and minimize default risks.
• Maintained compliance with federal regulations by meticulously reviewing all loan documents, ensuring accuracy, and completeness.
• Collaborated with underwriting team to ensure accurate risk assessment and appropriate loan approvals.
• Contributed to company growth by successfully managing an expanding portfolio of diverse loans.
• Mentored new hires within the loan processing team, fostering a culture of knowledge sharing and continuous improvement.
• Consistently met or exceeded monthly performance metrics, contributing to overall team success in achieving departmental goals.

• Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
• Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
• Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
• Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
• Reviewed financial statements and contacted institutions and customers to clarify details.
• Leveraged industry knowledge to provide expert guidance on loan products best suited for borrower needs, enhancing customer satisfaction levels.
• Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
• Handled any conditions sent from underwriting departments.
• Prepared documents for underwriting by verifying client income, credit reports, and other information.
• Evaluated approvals against established bank and government lending standards.
• Coordinated closing process with attorneys, title companies, and government clerks.
• Maintained compliance with federal regulations by meticulously reviewing all loan documents, ensuring accuracy, and completeness.
• Consistently met or exceeded monthly performance metrics, contributing to overall team success in achieving departmental goals.