Paul Lim
Mortgage lending and document processing
- Role
- Director of Operations at Safeboxiq
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Paul Lim
SafeboxIQ (SBIQ) is a document management solution that is a combination of 2 components:The SOFTWARE is a service delivery platform specifically created for mortgage companies and various roles within the mortgage manufacturing, servicing, and advisory process. It is a cloud based internet application used as a \"medium\" to provide and deliver various services to users.The SERVICE deliverables are performed at the back-end of the delivery platform to produce:A. Concise list of “findings” resulting from validation rules ran on documents uploaded into the softwareB. A consistently organized list of documents that enabled the validation rules to be ran on them effectivelyC. Additional “add-ons” resulting from the organized documents and expected to be resolved findingsThe SERVICES that SafeboxIQ delivers can be integrated to other kinds of platforms that do not have these services or may have them but are not of the same implementation method. For this Workflow Design, the purpose of this document is to define how item 2.B (defined above) will be implemented alongside an external system like Encompass.Currently providing Virtual assistant to Mortgage Brokers and Bankers
Experience
Director of Operations
Mar 2012 — Present · US
SafeboxIQ (SBIQ) is a document management solution that is a combination of 2 components:The SOFTWARE is a service delivery platform specifically created for mortgage companies and various roles within the mortgage manufacturing, servicing, and advisory process. It is a cloud based internet application used as a \"medium\" to provide and deliver various services to users.The SERVICE deliverables are performed at the back-end of the delivery platform to produce:A. Concise list of “findings” resulting from validation rules ran on documents uploaded into the softwareB. A consistently organized list of documents that enabled the validation rules to be ran on them effectivelyC. Additional “add-ons” resulting from the organized documents and expected to be resolved findingsThe SERVICES that SafeboxIQ delivers can be integrated to other kinds of platforms that do not have these services or may have them but are not of the same implementation method. For this Workflow Design, the purpose of this document is to define how item 2.B (defined above) will be implemented alongside an external system like Encompass.
Education
Cal State Fullerton, College of Business and Economics
BSBA
1998 — 2004
Skills
- Mortgage Servicing
- Customer Service
- Real Estate Financing
- Credit
- Residential Mortgages
- Investors
- Referrals
- Underwriting
- Working with Investors
- Mortgage Processing
- Working with First-Time Home Buyers
- Real Estate
- Refinance
- Foreclosures
- Mortgage Banking
- Due Diligence
- Loan Origination
- Home Equity Loans
- Project Managers
- Investment Properties
- Mortgage Marketing
- Sales
- Banking
- Loan Servicing
- Management
- Training
- First Time Home Buyers
- Mortgage Underwriting
- Investments
- U.s. Federal Housing Authority (Fha)
- Analysis
- Mortgage Lending
- Real Estate Transactions
- Short Sales
- Fha
- Funding
- Secondary Mortgage Market
- Reo
- Residential Homes
- Portfolio Management
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