Lori J. in

Lori J.

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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.

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Experience
7 Years
Current Role
Loan Closer
Location
Ontario, California, United States
Personality Overview

How Lori shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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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Education
2021 - 2023
Computer Science
Fullerton College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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