Tracey Lynde has over 15 years of experience in real estate, mortgages, and paralegal work. She has held positions as a loan officer, paralegal intern, mortgage loan consultant, and program director. She has a certificate in paralegal studies from USD and a bachelor's degree in exercise physiology. Her background includes analyzing financial data, reviewing loan options with clients, drafting legal documents, and maintaining client relationships throughout the loan process.
1. Tracey Lynde
Loan officer - Independent Mortgage
San Diego, CA
tracey_lynde@yahoo.com - 781-789-0598
I am a recent graduate of the Paralegal certificate program at USD. I have an extensive background in real
estate and mortgages and am looking mostly for opportunities in IP and Real estate as a paralegal.
WORK EXPERIENCE
Loan officer
Independent Mortgage - San Diego, CA - October 2014 to Present
Analyze client's financial data and credit history while reviewing various loan options with them. Process their
loan documents from application to completion.
Paralegal Intern
Hubka and Hubka Law Offices - February 2015 to May 2015
Acquired experience researching legal issues relating to estate law, tax law, and civil
Litigation. Responsible for drafting legal correspondence memos and court briefs for the
Settling of estates.
Mortgage Loan Consultant II
Kinecta Federal Credit Union - San Diego, CA - October 2013 to September 2014
Analyzed client's financial data and credit history while reviewing various loan options with them. Processed
their loan documents. Regularly participated in community
sponsored events promoting home ownership. Maintained constant communication with clients throughout the
entire loan process.
Loan officer/Processor
Prestige Home Mortgage - Westborough, MA - April 2009 to April 2014
Provide mortgage clients sound mortgage advice. Inform borrowers and related parties of loan options, market
conditions, Documents and other requirements
needed to close the loan Consistent follow up with client, realtor, attorney or appraisers to process and close
loans. Develop relationships with new and current Realtors, builders and borrowers to promote continuous
business
HomeMaker
Braintree, MA - July 2004 to April 2009
04 /09
Took a Work leave raising my 2 boys
Loan officer Inside Sales/Inbound call center
J.P.Morgan Chase - Rancho Bernardo, CA - July 2003 to November 2004
Handled all customer service issues from start to finish on a sale, Successfully met and exceeded deadlines
and sales goals that were issued quarterly thus fortifying my time
management skills Prioritized tasks daily to ensure all work was addressed in a timely
fashion without complaints.
2. Program Director -Sales
Jenny Craig International - La Jolla, CA - September 2001 to July 2003
Consistently met and exceeded monthly sales quotas Responded to incoming sales
leads and placed outbound calls to generate potential sales of various products
Followed up with clients to ensure customer satisfaction of the program and to upgrade
them to higher memberships.
Regional Account Representative 03//2000-06/01
McKesson/Interqual - Marlborough, MA
Utilization Review and serviced all accounts under 50,000 in the Western Region
Primary contact for billing, fulfillment, technical and licensing issues for active
clients of software compatible with Access and SQL.Responsible for the resolution of all
issues that arose from onset to completion
Professional Relations Specialist
Tufts Health Plan - Waltham, MA - December 1997 to March 2000
External Representative responsible for developing and enhancing relationships with contracted hospitals
providers and IPA leadership. Performed office site reviews and
orientations. Enforced compliance within the doctor's' offices and educated providers and staff about Tufts
products. Worked with internal committees to create enhanced
sources of information for network. Responsible for evaluating and streamlining
processes with key ancillary
providers.
Skills LexisNexis and Lexis Advanced, PowerPoint, Microsoft Word, Encompass, Excel, Outlook, QuickBooks,
WordPerfect
EDUCATION
Paralegal Certificate...ABA approved in Business Litigation
University of San Diego - San Diego, CA
2015
Bachelor of Science in Exercise Physiology
Bridgewater State College - Bridgewater, MA
January 1997