Ashley Willis

• Monitor the performance of 650 existing assets, including their financial performance and operational metrics.
• Prepare comprehensive memos, loan management plans and abstracts that clearly identify the request, evaluate the risk, and recommend appropriate solutions to maximize the return on investment for the client.
• Engage with borrowers to collect required information, provide updates, and resolve any loan-related questions or concerns.

Reviewed applications and related documents including contracts, reference materials and claims within regulatory requirements by accurately compiling and submitting relevant underwriting data within specified timeframes.

• Entered statistical information to compute premiums for all commercial lines of business using company rating systems to generate legal contracts and quotes for current and potential insureds.
• Managed a diverse book of business that spanned multiple business lines demonstrating adaptability in assessing various types of risks while managing incoming calls and emails from agents and potential clients.

• Assembled and administered borrower’s paperwork by identifying and prioritizing mortgage applications for accounts with close approaching deadlines.
• Demonstrate initiative and proactive skills with co-workers, peers, and members by volunteering for special projects and requesting additional work when it becomes available.
• Reviewed file documentation for missing or erroneous information by collecting data from borrowers such as assets, income documentation and debts, while prioritizing mortgage applications with close approaching deadlines and accurately enter data into company systems such DNA, Enterprise and Nautilus.
• Processed mortgage loan applications accurately and successfully for over 1.5 years with accuracy within required time frames and compliance guidelines.

Assisted in obtaining and maintaining up to date borrower insurance documentation, adding force placed insurance and processing insurance premium payments for, property, flood and PMI insurance as well as payments for property taxes for escrowed, non-escrowed loans and tax liens.

• Prepared letters, forms and any additional documentation required for releasing and recording loans that have been paid in full.
• Documented over 60 client and loan officer interactions via phone calls, emails and faxes per day while accurately capturing data using company loan processing systems such as FICS, Encompass, Episys and Synergy.