Senior Mortgage Credit Analyst · Global Equity FinanceApr 2021 – Apr 2026 · 5 yrs 1 mo
Analyzed client credit reports and financial standing to determine lending risk and eligibility for refinancing and purchasing homes. Verified required documents (tax returns, pay stubs, mortgage statements, and more), partnered with loan officers to structure customized refinance options (term changes and equity-based needs), and ensured loan compliance with company, industry, and federal requirements. Used ERP systems including FileMaker Pro, Meridianlink Management, and DocMagic to construct initial disclosures and register loans with partner lenders.