1. Charlotte Potts
Phone: 801-913-9889 6291 S Stokewater Dr
Email: charlotte.latu@gmail.com Taylorsville, UT 84129
OBJECTIVE
A position where I can enhance my skills developed from my latest experience and knowledge
SKILLS
Multitasking in a fast paced environment
Excellent verbal and written communication
Training and development
Leadership
Organized and detail oriented
Proficient in AUS (DU/LP)
EXPERIENCE
WJ Bradley Mortgage Capital, LLC - Sandy, UT 12/2007 to 03/2016
Underwriter/Pre Close Auditor II, 10/2014-03/2016
Audit and review income and asset documentation on Conventional, FHA, VA, and Jumbo files to assure loan
documentation is complete per the AUS findings and product descriptions.
Pass or fail files due to audit findings
Work with credit managers on resolutions to audit findings
Closing Team Manager, 01/2014-09/2014
Manage 13 employees in 3 different departments including employee reviews, disciplinary action, attendance and
behavior
Hold weekly staff meetings to keep team up to date on products, processes, etc.
Doc Review Specialist Manager, 02/2013-12/2013
Manage 3 supervisors including employee reviews, disciplinary action, attendance and behavior
Work with department trainer on processes and procedures
Doc Review Specialist Supervisor, 06/2010-01/2013
Supervise 12 employees including employee reviews, disciplinary action, attendance and behavior
Interview, hire and train all new department staff
Hold weekly staff meetings to keep team up to date on products, processes, etc.
Review and approve timecards. Evaluate OT as needed
Assist team and production staff on any escalated issues or problems
Oversee and manage Doc Review, WET/DRY Funding, and Unreceived doc queues
Assist Purchasing and Warehouse departments on any outstanding issues from investors/warehouse banks
Assist Post-Closing with getting deed’s re-recorded from title companies
Doc Review Specialist/Team Lead, 12/2007-05/2010
Audit and review mortgage closing docs for accuracy, including all collateral documents on FHA, VA, Conventional,
USDA & Jumbo Loans
Responsible for following up daily with branches and title companies on all outstanding PTF conditions
Act as first point of contact for Doc Review questions
Meridias Capital, Inc - Salt Lake City, UT 11/2004 to 07/2007
Closer
Prepare closing documents for FHA, VA and Conventional loans
Audit and review files for accuracy
Verbal/Written communication with processor's, loan officers & title companies
EDUCATION
Cottonwood High School - Salt Lake City, Utah, Class of 2001
Salt Lake Community College - Salt Lake City, Utah, 2001-2002
REFERENCES
Scott Uhls 951-858-4007
Theresa Holdheide 303-570-9103
Kelly Stapley 801-652-9954