Summary
Overview
Work History
Skills
Timeline
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Jamie Schwilk

Mililani,HI

Summary

Dynamic professional with extensive experience in loan processing and quality control at Security Home Mortgage. Proven track record in enhancing customer satisfaction through exceptional service and effective team management. Proficient in Encompass Loan Software and skilled in conflict resolution, ensuring compliance and efficiency in all operations.

Overview

20
20
years of professional experience

Work History

Assistant Manager

Rip Curl USA
08.2024 - Current
  • Generated repeat business through exceptional customer service resulting in recognition as store of the month two-months in a row.
  • Monitored approximately $100k in cash intake and deposit records per month, increasing accuracy, and reducing discrepancies.
  • Routinely exceeded store sales goals by 30K or more.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.

Post-Closing Audit Manager

Security Home Mortgage
06.2020 - 07.2022
  • Routinely audited 60+ files a month to verify compliance with quality control standards, investor requirements, and FHA guidelines.
  • Served as the department head for auditing loan requests within condominium project.
  • Trained and mentored department over 20 staff members on policies and procedures to establish strong foundation for client development and service activities.
  • Coordinated, managed and implemented auditing projects and prepared for evaluation in Encompass.

Senior Loan Processor

Security Home Mortgage
02.2008 - 02.2013
  • Handled any conditions sent from underwriting departments.
  • Routinely coordinated closing process with attorneys, title companies, and government clerks on over 30 files per month.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Provided quick turnaround times to maintain fast-past schedule.

Loan Processor

Bank Of American Fork
03.2007 - 04.2008
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Analyzed credit reports to determine eligibility of applicants and capacity for loan products.

Loan Processor

Security Home Mortgage
01.2005 - 05.2007
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.
  • Utilized Calyx Point to process and track loan applications.

Skills

  • Loan origination
  • Quality control procedures
  • Reviewing financial paperwork
  • Policy adherence
  • Conflict resolution
  • Customer service
  • Encompass Loan Software
  • Microsoft office expertise
  • Customer relationship management (CRM)
  • Team management experience

Timeline

Assistant Manager

Rip Curl USA
08.2024 - Current

Post-Closing Audit Manager

Security Home Mortgage
06.2020 - 07.2022

Senior Loan Processor

Security Home Mortgage
02.2008 - 02.2013

Loan Processor

Bank Of American Fork
03.2007 - 04.2008

Loan Processor

Security Home Mortgage
01.2005 - 05.2007
Jamie Schwilk