Analyzed financial statements, production reports, tax returns, and credit documentation for accuracy and compliance for investor guidelines
Surpassed monthly goals of closed loans and received occasional recognition for great customer service Developed pipeline management tools to aid in organization and effectiveness
Provides effective communication and professional partnership to Loan Officers, Underwriters, Mortgage Assistants
Performed financial assessments and determined eligibility Reviewed loan agreements to ensure that they were complete and accurate
Approved loans within specified limits, and referred loan applications outside those limits to management for approval
Addressed and resolved customer product complaints, defusing volatile customer situations empathetically and professionally Investigated and corrected errors upon customers' request, according to records
Efficiently processed over 1000 mortgage loans and home equity lines from origination to closing Ordered and analyzed appraisal reports and legal document reviews in compliance with loan guidelines
Received, sorted and delivered incoming mail to the respective recipients Reviewed loan files for accuracy prior to sending to Compliance and Closing to minimize errors
Served as a liaison and Point of Contact between Loan Officers and Underwriters Pioneered the creation of and maintained the shared Master Contact List spreadsheet across the department
- Professional telephone etiquette
- Exceptional patient care and interaction
- HIPAA trained
- Extensive medical terminology knowledge
- Storage awareness
- Team player
- Efficient and accurate
- Inventory management
- Abbreviations comprehension
- Pharmaceutical distribution familiarity
- Market Research
- Data Analysis
- NationalityUnited Kingdom
- D.O.B1980-03-12
- Marital StatusMarried
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