Julie Gates
Lending Professional
I am looking to secure a full-
time position utilizing my
extensive lending, customer
service and training
Experience experience.
*/**** – 9/2024
RPM Machinery/Kenney Machinery
Certified Commercial Finance Manager (Hybrid)
Working with several lenders, customers and 17 sales representatives to secure financing and warranty options for new and used commercial equipment. Handled funding, release of equipment upon settlement, document storage and insurance documentation.
11/2023 – 3/2024
Financial Center First Credit Union
Corporate Contact Center
Handling member issues via phone, email, live chat and US mail to include account maintenance, funds transfers, wire orders, mobile and online banking assistance and problem solving, initiating disputes, increasing daily spending limits, unlocking accounts, and troubleshooting for all account types. 11/2019 – 10/2023
Freedom Mortgage Corporation
Mortgage Loan Processor/Assumptions (Remote)
Processing FHA, VA and Conventional loans from application to closing to include obtaining credit reports, employment verification, funds to close, and pre-underwriting files prior to submission of files for final approval/clearance to close. Assisted with training and onboarding of new processors and intake associates.
Contact
1098 Springwater Circle
Greenwood, IN 46143
ad8xhx@r.postjobfree.com
NMLS #1409885
Skills
Creativity
Problem Solving
Organization
Leadership
Teamwork
Adaptable
06/2015 – 04/2017
Stonegate Mortgage Corporation
Mortgage Loan Processor
Processing and originating FHA, VA USDA and Conventional loan to include participation in several downpayment assistance programs. Traveled to out of state branches to assist when additional help was needed and to train and onboard new processors and case openers. Managed group of 7 full time, in office staff members.