David Lopez

Experience

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  Willow Bend Mortgage Company

  Jul 2016 - Jul 2017

  Assistant Loan Processor

  I've had the opportunity to oversee the loan pipeline, focusing on streamlining processes for maximum efficiency and maintaining compliance at every step. My role involved constant communication with clients and underwriters to fast-track the completion of loan documentation. I take pride in consistently meeting closing dates and company deadlines, ensuring a smooth and successful loan process.• Orchestrated the transition of associated companies from Willow Bend to New American Funding.• Improved loan processing, enhancing overall efficiency and maintaining compliance.• Facilitated a seamless transition of associated companies, contributing to organizational success. Show less

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  New American Funding

  Jul 2017 - Dec 2017

  Assistant Loan Processor

  I've had the opportunity to oversee the loan pipeline, focusing on streamlining processes for maximum efficiency and maintaining compliance at every step. My role involved constant communication with clients and underwriters to fast-track the completion of loan documentation. I take pride in consistently meeting closing dates and company deadlines, ensuring a smooth and successful loan process.• Orchestrated the transition of associated companies from Willow Bend to New American Funding.• Improved loan processing, enhancing overall efficiency and maintaining compliance.• Facilitated a seamless transition of associated companies, contributing to organizational success. Show less

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  Robert Half

  Apr 2018 - Oct 2018

  Billing Associate

  I took charge of keeping our bill of ladings system running smoothly and error-free, ensuring a seamless operation that directly boosted customer satisfaction.• Ensured accurate and organized accounting records through the effective use of specialized software.• Utilized QuickBooks for recording and documenting all relevant information pertaining to accounts payable transactions.

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  Randolph-Brooks Federal Credit Union

  Oct 2018 - May 2019

  Member Service Representative

  Successfully handled a variety of in-person transactions, always prioritizing strict adherence to policies, procedures, and regulatory laws. Expertly managed cash and negotiable instruments while keeping a keen eye on maintaining control. Maintained a deep understanding of RBFCU membership and account agreements to provide top-notch service.Some of my key contributions are:• Qualified members and played a pivotal role in account operations including opening, updating, and closing accounts.• Implemented member qualification strategies, resulting in a significant increase in successful account operations. Show less

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  Randstad USA

  May 2019 - Jun 2020

  Retirement Account Processor

  Played a key role in ensuring smooth and compliant processing of account rollovers, contributions, loans, and distribution requests. Always made sure to follow regulatory guidelines to keep things running efficiently.Some of my key contributions are:• Liaised with external stakeholders to facilitate timely updates required for request processing.• Mitigated potential issues in trading operations by collaborating with cross-functional teams to devise preemptive solutions.

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  Wells Fargo

  Jun 2020 - now

  Underwriting Officer

  Working as Underwriting Associate, I am accountable for leading dynamic cross-functional underwriting teams and overseeing the smooth and confidential execution of projects. Also, I made sure we adhered to approved underwriting policies and guidelines for all new applications. Emphasized the significance of effective listening, interpersonal, and teamwork skills in achieving our collective goals.Approached each task with meticulous attention to detail, carefully examining every document to identify key financial details, assess tax implications, and understand the broader financial picture. I played a crucial role in facilitating accurate financial reporting, supporting informed decision-making, and ensuring compliance with regulatory requirements.Some of my key contributions are:• Streamlined underwriting processes, resulting in accelerated application approvals.• Achieved 95% accuracy and exceeded key production metrics.• Selected for peer review, training, and procedural documentation for fellow underwriters. Show less

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  FIS

  May 2024 - now

  Loan Closer

  • Monitored and processed large volumes of loan closings• Updated data in multiple systems and performed reconciliations • Worked closely with internal parties as well as the client to resolve trade issues• Assisted with a variety of reports related to loan monitoring and closing• Review funding memos for discrepancies prior to settlement• Communicated with internal and external parties regarding loan closings, escalated when necessary