Diane Lee

Greater Houston

dianejlee337@gmail.com 832-771-3729

linkedin.com/in/diane-lee-2387936

Summary
Experienced Transaction Manager and Mortgage Loan Processor with a demonstrated history of working in the
financial services industry. Skilled in Construction Loans, Sales, U.S. VA Loans, Mortgage Underwriting, and
Refinance. Strong finance professional graduated from Lone Star College.

Experience
Mortgage Loan Processor
PRMI Home Financing
Nov 2021 - Apr 2022 (6 months)
File Set Up
Processing of 4506T
Social Security Number Validations
Process of Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Process lock changes
Prepare files for closing
Review loan scenarios
Order and review appraisals
Credit Report Request
Credit Supplements & Report

Sr. Loan Processor

Member Home Loan
Nov 2020 - Apr 2021 (6 months)
File Set Up
Processing of 4506T
Social Security Number Validations
Process of Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Process lock changes
Prepare files for closing
Review loan scenarios
Order and review appraisals
Credit Report Reques
Credit Supplements & Report

Transaction Manager and Processor

CrossCountry Mortgage, LLC
Jul 2017 - Nov 2020 (3 years 5 months)

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File Set Up
Processing of 4506T
Social Security Number Validations
Process of Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Process lock changes
Prepare files for closing
Review loan scenarios
Order and review appraisals
Credit Report Request
Credit Supplements & Report

Mortgage Loan Processor

ECU Mortgage
May 2016 - Jul 2017 (1 year 3 months)
File Set Up
Processing of 4506T
Social Security Number Validations
Process of Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Process lock changes
Prepare files for closing
Review loan scenarios
Order and review appraisals
Credit Report Reques
Credit Supplements & Report

Mortgage Loan Processor

Cornerstone Home Lending, Inc.
Mar 2016 - May 2016 (3 months)
File Set Up
Processing of 4506T
Social Security Number Validations
Process of Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Process lock changes
Prepare files for closing
Review loan scenarios
Order and review appraisals
Credit Report Reques
Credit Supplements & Report

Loan Officer Assistant

Movement Mortgage
Aug 2015 - Mar 2016 (8 months)

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Assisted Loan Officers on gathering documents and making sure their applications completed, file
preapproved and ready for the Processor and Underwriter to review.

Regional Sales Associate

Franklin American Mortgage Company
Jul 2011 - Apr 2014 (2 years 10 months)
Assisting Account Manager and customers with day to day business.
Personally handle incoming calls from customers regarding all facets of business in the correspondent
division.
Perform customer service and support functions by assisting customers to resolve issues and problems,
and provide prompt follow up to inquiries.
Be resourceful when problem solving.
Stay abreast of all company policies and procedures.
Build reports and spreadsheets for upper management.
Prospect for new customers in assigned region.
Track and monitor customers quality of business.
Ability to schedule and coordinate new lender welcome calls.
Responsible for structuring new lender application packages for submission to Credit Policy.

Wholesale Mortgage Processor

Clear Point Funding
Apr 2010 - Apr 2011 (1 year 1 month)
File Set Up
Processing 4506T (ordering tax returns) and Social Security Number Validations
Process Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Order FHA Case Number Assignment and CAIVRS, Transfer case numbers or cancel with FHA
Verification of Employment

TILA Specialist
SunTrust Mortgage
Aug 2009 - Dec 2009 (5 months)
Redisclosed all loans coming into the office for underwriting.
File Set Up

Customer Service Rep.

Security National Mortgage
Jan 2008 - Aug 2009 (1 year 8 months)
File Set Up
Processing of 4506T
Social Security Number Validations
Process of Conditions for Underwriting
Order Flood Certifications and USPS for proposed properties
Process lock changes
Prepare files for closing
Review loan scenarios

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 Order and review appraisals
Mortgage Broker Review of Loans and Files
Credit Report Request

Lock Specialist/Assistant Operations Manager

MortgageIT a subsidiary of Deutsche Bank
Sep 2000 - Jan 2008 (7 years 5 months)
Lock interest rates
Make changes to loan types, amounts, rates and reprice as needed due to loan criteria
Consult brokers on loan guidelines and pricing
Verifying pricing prior to closing of loan
Monitor margins
Monitor pipeline
BETA Test for new products and on line pricing engine
Liaison for Capital Markets and Programmers
Liaison for IT department and trouble shoot program issues
Make changes/corrections to E-Time and approve staff hours
Work Suspense and Audit loans
Back up to Customer Services Reps. (CSRs)
Assist Operations Manager with administrative duties as needed

Underwriting Conditions Supervisor

CrossLand Mortgage
Nov 1997 - Aug 2000 (2 years 10 months)
Prepare files for Underwriting
Update files for closing department
Request case numbers for FHA and VA loans
Take customer service calls
Withdraw and/or Reject files
Order Flood Certificates
Order IRS Transcripts
Pull credit reports
Final status loans
Type correspondence
Relieve receptionist
Data entry
Train Underwriting Coordinators
Quality Control audits for both FHA/Conventional loans
Assist Operations/Regional Underwriting Manager

Education
Lone Star College
Computer Science

Licenses & Certifications

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 NMLS 1405653, 3029, 1537821 - NMLS

Skills
Mortgage Lending   •   FHA   •   Mortgage Banking   •   Credit   •   Loan Origination   •   Loans   •   Refinance   •  
Residential Mortgages   •   Underwriting   •   USDA

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