Lori is a meticulous Mortgage Professional specializing in loan closing and funding. With experience at firms like Triad Financial Services and Wells Fargo, she excels at reviewing closing packages to ensure accuracy and compliance with investor, state, and federal guidelines.
She brings a unique technical perspective to the mortgage industry, having studied Computer Science at Fullerton College.
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Experience
7 Years
Current Role
Loan Closer
Location
Ontario, California, United States
Personality Overview
How Lori shows up
Relationship Oriented
Believer
Big Picture Person
They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions. They are not always early adopters but can be pursuaded by leveraging strong relationships.
Priorities
Topics Lori cares about
Loan Closing Accuracy
Her roles consistently involve reviewing final documents, balancing closing disclosures, and catching discrepancies to ensure loans fund on time without compliance issues.
Mortgage Compliance
Possesses strong knowledge of TRID regulations and compliance standards, which is crucial for her roles in auditing loan packages and meeting regulatory requirements.
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Career
Work history
9-2025
Loan Closer
Triad Financial Services, Inc.
11-2021 - 8-2022
Remote Funder
Excelerate Capital
9-2020 - 8-2021
Remote Funder
Guaranteed Rate / Owning
9-2019 - 9-2020
Remote Funder
Homebridge Financial Services, Inc.
9-2014 - 9-2019
Mortgage Loan Closer/Funder
Wells Fargo
In the press
Media appearances
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Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
Other Triad Financial Services, Inc. Employees
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