Sarah Lima
Mortgage Professional | Certified Salesforce Associate | Salesforce Administrator | Certified Salesforce AI Associate | Sales | Philanthropist | Project+ Certified | Project Management
- Role
- Loan Coordinator at Dryad Consulting
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Sarah Lima
Passionate about people, animals, and The Office. With an 11 year history in…
Experience
Loan Coordinator
Aug 2025 — Present
Process and originate business-purpose and investor real estate loans from initial application through funding.• Collaborate with underwriters, lenders and customers to maintain accurate and timely loan file completion.• Review borrower and property documentation, including title commitments, entity documents, application documents and rent rolls.• Manage a detailed loan pipeline to monitor progress and meet funding timelines.• Streamline loan processing workflows to enhance efficiency and reduce funding turnaround time.• Serve as the primary point of contact for investors and borrowers, providing proactive updates and clear communication throughout the loan process.• Collect and review business entity documentation, including operating agreements, EIN verification, and certificates of good standing.• Conduct preliminary title and insurance reviews to identify and resolve potential issues before underwriting.• Prepare and submit loan packages for underwriting, confirming all disclosures and conditions are satisfied.• Utilize CRM and LOS platforms such as GoHighLevel, ClustDoc, DropBox and Zoho to manage loan pipelines and maintain documentation integrity.
Education
Florida State College at Jacksonville
Associate of Science (AS), Office Software Applications Administration
Champlin Park High School
High School
1999 — 2002
Skills
- Call Centers
- Real Estate
- Administrative Assistants
- Teamwork
- Risk Management
- Management
- Positivity
- Credit Risk
- Multi Tasking
- Customer Service
- Self-Starter
- Communication Skills
- Success Driven
- Short Sales
- Fha
- Proficient Communicator
- Debt Management
- Credit
- Editing
- Close Attention to Detail
- Loan Modifications
- Skip Tracing
- Organization
- Credit Cards
- Professionals
- Collections
- Portfolio Management
- Fast Learner
- Technology
- People-Oriented
- Foreclosures
- Mortgage Banking
- Internet Savvy
- Credit Analysis
- Mortgage Servicing
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