Lori J. in

Lori J.

Energizer · DISC type I
Loan Closer at Triad Financial Services, Inc.
📍 Ontario, California, United States

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.

Read the full overview →
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.
+4 more topics Login to view topics
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

No media yetWe could not find public media appearances for this person.
Education
2021 - 2023
Computer Science
Fullerton College
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

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

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Lori. Free, 10 seconds.