Project 2: Mortgage Application Process Audit

Objective: Improved the accuracy and efficiency of mortgage documentation review for a lending company.

Key Actions:

• Coordinated with loan officers to create a standardized checklist for document submission and review.

• Implemented a file management system in SharePoint to streamline access to mortgage applications and related documents.

• Conducted training sessions for the team on maintaining compliance and improving accuracy in reviews.

Results:

• Decreased application errors by 40%.

• Reduced document processing time by 30%, enhancing client satisfaction.

Skills Demonstrated:

• Leadership and team training.

• Attention to detail and compliance management.

• Process improvement and time efficiency.

Tools Used:
SharePoint, Microsoft Excel, Zoom

Testimonial:
"Their training program and checklist system made compliance easy to follow, and our processing time has never been better!"