Katerina Patricia
Simpsonville
Summary
Hardworking account manager with several years of experience working directly with clients to fulfill their lending needs.
Overview
9
9
years of professional experience
Work History
Account Manager
North Star Funding
08.2024 - Current
- Manage client accounts and funding pipelines with a focus on accuracy, compliance, and timely execution
- Serve as primary point of contact for stakeholders throughout the funding lifecycle
- Review documentation, resolve issues, and coordinate internally to ensure smooth closings
Processing & Funding Specialist
Skyline Solar, L.L.C
03.2022 - 11.2022
- Reviewed and approved solar panel contracts prior to funding
- Corrected contract discrepancies and ensured compliance with funding requirements
- Moved projects through internal queues to final installation
- Maintained a high level of accuracy in a fast-paced operational environment
Loan Opener
Warshaw Capital, LLC
Stamford
09.2021 - 10.2021
- Prepared and issued initial loan disclosure packages
- Set up loans with brokers and assisted processors as needed
- Supported early pipeline accuracy and compliance
Loan Officer Assistant
Mortgage Equity Partners
Orlando
10.2020 - 06.2021
- Reviewed conditional approvals and managed incoming conditions
- Drafted and distributed borrower condition lists
- Ordered third-party services including VOE, insurance, and condo documentation
- Supported senior processors throughout the loan lifecycle
Assistant Processor II
Fairway Independent Mortgage Corporation
Portsmouth
09.2018 - 10.2020
- Managed pre-processing and processing tasks for Conventional, FHA, and VA loans
- Ordered appraisals, flood certs, VOEs, titles, insurance, and condo documents
- Maintained Encompass file accuracy and compliance
- Communicated appraisal and title findings to borrowers and loan teams
- Assisted with training, file assignments, and operational inbox management
Loan Partner
Fairway Independent Mortgage Corporation
Portsmouth
02.2018 - 06.2018
- Supported Loan Officers with pre-approvals, AUS findings, and income calculations
- Completed and reviewed 1003 applications for accuracy
- Disclosed initial and revised loan packages
- Acted as liaison between borrowers, agents, and internal departments
Branch Set-Up Specialist
Fairway Independent Mortgage Corporation
10.2017 - 02.2018
- Ordered appraisals, FHA case numbers, condo approvals, flood certs, and verifications
- Reviewed appraisal and title documentation for completeness and accuracy
- Managed tasks, alerts, and time-sensitive operational workflows
Loan Opener
Mortgage Equity Partners
08.2016 - 10.2017
- Reviewed and quality-controlled new loan files across multiple loan programs
- Managed rate lock desk and investor registrations
- Completed change of circumstance requests and fee approvals
- Collaborated with leadership to improve loan intake processes
Skills
- Account & Pipeline Management
- Mortgage Funding & Operations
- Loan Processing & Disclosures
- Compliance & Quality Control
- Time Management & Prioritization
- Analytical Review
- Attention to Detail
- Operations Management
- Encompass LOS
Timeline
Account Manager
North Star Funding
08.2024 - Current
Processing & Funding Specialist
Skyline Solar, L.L.C
03.2022 - 11.2022
Loan Opener
Warshaw Capital, LLC
09.2021 - 10.2021
Loan Officer Assistant
Mortgage Equity Partners
10.2020 - 06.2021
Assistant Processor II
Fairway Independent Mortgage Corporation
09.2018 - 10.2020
Loan Partner
Fairway Independent Mortgage Corporation
02.2018 - 06.2018
Branch Set-Up Specialist
Fairway Independent Mortgage Corporation
10.2017 - 02.2018
Loan Opener
Mortgage Equity Partners
08.2016 - 10.2017