Dawn Jacobs

Managed a diverse portfolio of mortgage transactions, ensuring regulatory and internal compliance across the loan processing lifecycle. Coordinated follow-ups and external verifications to keep loan documentation moving while delivering clear customer guidance throughout processing.

Processed mortgage transactions in line with regulatory standards and internal policies throughout the loan cycle. Collaborated with underwriters, attorneys, realtors, and title companies to streamline closings and resolve document requests promptly.

Collected and verified mortgage documentation to support efficient borrower and stakeholder collaboration. Liaised with underwriters on loan file submissions and resolved underwriter conditions to facilitate smooth loan closings.

Ensured compliance with loan guidelines by coordinating with lenders and assembling required documentation for processing. Organized documentation efficiently to help expedite approvals and support successful closings.

Reviewed loan files for compliance and verified borrower employment, income, assets, and liabilities. Coordinated appraisals, credit reports, and title searches with stakeholders to support efficient mortgage processing and closings.

Coordinated with borrowers and vendors to collect essential documentation and keep the loan processing experience on track. Reviewed pre-underwritten files for compliance and helped resolve underwriter conditions to maintain timely progress toward approval.

Processed and evaluated mortgage applications while ensuring compliance with company policies and regulatory requirements. Maintained client and stakeholder communication to support timely, accurate approvals, contributing to high customer satisfaction with multiple five-star Zillow ratings.

Processed and reviewed mortgage loan applications to ensure regulatory guideline compliance and accurate documentation. Facilitated timely communication between clients and underwriting teams to support smooth processing.

Managed mortgage file processing and post-closing activities while ensuring regulatory compliance and adherence to company policies. Coordinated with borrowers, underwriters, and closing agents to support timely and accurate closings.

Processed and evaluated mortgage applications to ensure compliance with company policies and regulatory requirements. Supported timely, accurate closings by maintaining organized loan processing and documentation.

Completed a Foundations of Cybersecurity certification in January 2024.