Rahul Trivedi

Rahul Trivedi

OCR

Followers of Rahul Trivedi6000 followers
location of Rahul TrivediRoseville, California, United States

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  • Timeline

  • About me

    Manager - Equilibrium Mortgage Solutions

  • Education

    • Gujarat University

      2007 - 2010
      Finance
  • Experience

    • Etech Global Services

      Mar 2009 - Oct 2011
      OCR

      Providing chat support for Verizon customer with online order process or upgrade their existing service.

    • Medusind

      Nov 2011 - Jul 2013
      Accounts Receivable Specialist
    • Remote Processor

      Sept 2013 - now
      Mortgage Loan Processor

      Mortgage Loan ProcessorProvides effective communication and professional partnership to Loan Officers, Underwriters, Mortgage AssistantsAnalyzed financial statements, production reports, tax returns, and credit documentation for accuracy and compliance for investor guidelinesSurpassed monthly goals of closed loans and received occasional recognition for great customer serviceDeveloped pipeline management tools to aid in organisation and effectivenessReceived numerous awards default rate and completed task Show less

    • Business Development

      Dec 2017 - now
      Self Employed

      Mortgage & Real Estate

    • Equilibrium Mortgage Solutions

      Jul 2022 - now
      Processing Manager - Setup & Loan Processing

      • Knowledge and understanding of processing loans for multiple types of mortgage products• Assist with the review of documentation for complex loans • Monitor Pipeline Report to confirm the loan files for processing are distributed equally, adjust when needed. • Monitor Pipeline Report to confirm loan files are being reviewed and submitted to underwriting within designated timeframes. • Monitor initial disclosures and change of circumstances are completed timely• . Monitor Reg. B timelines to insure a loan has been submitted for review in timely manner.• Problem Resolution: When there is an issue on files• Hire and Train new processors to insure full knowledge of products and processing procedures.• Maintain training for processors on new product and procedures. Show less

  • Licenses & Certifications

    • Mortgage Processing

      Self learning - 5 years experience with lender