Rose Eberhard

Compliance Officer @Global Equity Finance

San Diego, CA, US

Responsible for overseeing the daily operations of the Closing team and for maintaining an in-depth knowledge of the entire loan life cycle in order to fully understand implications of the closing function. Ensures the performance of all duties in accordance with the company\'s policies and procedures, all U. S. state and federal laws and regulations, wherein the company operates.Responsibilities:Addresses closing related questions regarding process/procedures, and ensures closing team is providing detailed and accurate financial numbers to borrowers, title and escrow.Manages pipeline of loans to ensure all SLA\'s and closing dates are met.Communicates with internal departments (i.e. processing, compliance, loan officers, department managers) and outside partners (i.e. title and escrow) to close the loan and ensure documents are drawn within posted turn times.Manages workflow consistently with business needs, including but not limited to, assigning loans, special projects, and reporting to senior management.Communicates new policy and procedures related to closing with internal departments; ensures adherence to and enforces posted turn times.Ensures CD and closing documents meet RESPA, MDIA and Investor requirements; expedites urgent, important and special loans in a timely and efficient manner.Accurately files documents and information in the system and exudes all information is complete and accurate. Uses checklists and other job aides as necessary to arrurately complete all required information.Strategically review and audits loans for completeness (contains all data fields and documents), accuracy (true and correct), thoroughness (no details overlooked) and reliability (all sources are trusted).Performs other duties and projects as assigned.

University of San Agustín

Bachelor of Science in Commerce