Ann Sartin

Supported a team of loan officers, processors, and underwriters to process 15–32 mortgage loans per month and assisted clients with refinances saving up to $6K annually. Managed Encompass AUS workflows, prepared closing disclosures, ordered title and appraisals, and compiled KPI reports to track pipeline and timelines.

Supported 11 managers across 40+ communities, managing calendars, meetings, and community documentation while processing architectural change requests and assisting with annual meeting and board packet preparation. Handled homeowner communications, violation letters, and solution hotline requests.

Led team operations supporting mortgage origination workflows, improving process efficiency and coordination between loan officers and operations teams. Managed operational tasks, reporting, and cross-functional communication to support loan volume goals.

Oversaw operations for loan teams, coordinated loan file preparation and submission, and supported underwriting and closing processes to maintain production targets. Played a key role in process standardization and team support during high-volume periods.

Supported loan officers with client communications, document collection, and loan file preparation to move loans through processing toward closing. Coordinated with agents and clients to resolve conditions and update file status.

Processed loan files from application to closing, ensured documentation met investor guidelines, and communicated conditions to borrowers and loan officers. Maintained compliance with underwriting requirements and supported timely closings.

Managed loan processing tasks including income and asset verification, condition clearance, and file submission to underwriting to support consistent loan closings. Coordinated with internal teams to resolve exceptions and track timelines.

Processed mortgage loan files, coordinated documentation and communications to meet investor requirements, and supported the origination team to achieve closing targets. Ensured accurate preparation of loan documents and disclosures.

Processed and verified mortgage applications and supporting documentation, maintained loan files, and assisted with closing procedures to support loan origination volume. Communicated with borrowers and third parties to obtain required items.