Jessica Martinez
@jessicamartinez2
I manage loan accounts and closings with compliant, client-focused service.
What I'm looking for
At LightStream by Truist Bank, I manage client accounts from application through funding across unsecured lending products, resolving complex inquiries and maintaining accurate, compliant account records. Previously at Cardinal Financial Company, I managed loan files through closing, balanced Closing Disclosures, and coordinated with escrow officers and title companies to keep funding on track.
I've also supported disclosures, foreclosure, loan processing, and bankruptcy operations at Point Mortgage, Guild Mortgage Company, Caliber Home Loans, and JPMorgan Chase Bank. I bring hands-on TRID/RESPA compliance, escrow and title review, quality control, CRM, and bilingual Spanish/English customer support experience.
Experience
Work history, roles, and key accomplishments
Account Services Representative
LightStream by Truist Bank
Jun 2025 - Present (1 year 2 months)
Managed end-to-end client accounts from application through funding, ensuring smooth loan processing and high customer satisfaction. Handled high-volume inbound calls and emails, resolving client and third-party inquiries efficiently through CRM platforms.
Education
Degrees, certifications, and relevant coursework
Jessica hasn't added their education
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Tech stack
Software and tools used professionally
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Job categories
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