BRANDY LEWIS
Atlanta,GA
Summary
Banking Professional with over 10 years of experience in all aspects of mortgage banking ranging from mortgage lending, commercial lending, default servicing, and foreclosure. Possesses effective communication skills, solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Demonstrated ability to work as an individual contributor or a member of a broader team. Strong analytic skills to resolve a variety of complex problems. Out-of-the-box thinker, who can deliver innovative solutions and drive improvement by measuring, managing, delegating and reporting on the assigned tasks.
Overview
17
17
years of professional experience
Work History
Credit Corporate Fulfillment Specialist
Regions Bank
09.2024 - Current
- Handle the closing process by completing, collecting and analyzing documents necessary for the extension of credit, booking the loan, resolving documentation exceptions post-closing and interacting with bank associates and a variety of third parties.
- Identifies potential issues related to documentation, policy or regulatory requirement and remediates prior to closing.
- Process monthly payments for syndicated loans, loan payoffs, etc. Balance daily monetary transactions per account.
- Serves in a problem-solving capacity by providing client service for loan products.
Loan Administrator II
Citizens Trust Bank
04.2023 - 08.2024
- Deliver exceptional customer service consistently to all business lines, maintain positive and productive working relationships with internal and external customers. Act as the primary operational point of contact for syndicated loans to all participants sold or purchased.
- Combine and review auto workflow and detailed input with key data information into the FIS loan servicing system according to approval and additional documentation.
- Audit and verify completeness and accuracy of loan documents, packages, and collateral documentation.
- Close loan files and release applicable collateral associated with the loan payoff.
Loan Partner II/Contractor
Choice Mortgage
06.2020 - 06.2023
- Service top producing loan originators with loan input, pre-qualifications, and loan submissions. Analyzed income documents. Calculated W2 Income and 1099/1 120S income for loan pre-approvals. Initiate all loan transactions to processing/underwriting team.
- Prepare loan application packages for both First Mortgages and Home Equity Lines with supporting docs (i.e., paystubs, profit & loss statements, 1044 tax returns, etc.) for submission to loan underwriting team.
- Analyzed income documents according to Investor policies including packaged and submitted loan applications to underwriting team.
- Manage the review process using MSP, Black Night & Encompass.
Customer Assistance Specialist II
JP MORGAN CHASE
12.2008 - 07.2016
- Processed and maintained an active application portfolio, averaging 80 case files (peaked at 150). Provided file status to management team and associated brokerage firms.
- Analyzed income documents according to investor (FNMA/FHLMC) policies including (pay- stubs, bank statements, tax returns) packaged and submitted loan applications to underwriting team.
- Participated in Home-ownership Events throughout the Southeast, pre-qualifying, and consulting within 30-40 customers a day.
- Single point of contact throughout the review process until completion of loan review/resolution.
Education
High School Diploma -
Santaluces High School
Lantana, FL01.2006
Bachelors - Business Administration
Keiser University
Jacksonville, FL01.2023
Skills
Mortgage Servicing Platform, Proficient with Microsoft Office Suite, Wealth Management Platform, WealthScape, Encompass & NETX360, Direct Underwriting, Zippy, Agent Desktop, Mod Portal, Power Point, Loan Sphere, Black Knight, Lender Processing System (LPS)
Timeline
Credit Corporate Fulfillment Specialist
Regions Bank
09.2024 - Current
Loan Administrator II
Citizens Trust Bank
04.2023 - 08.2024
Loan Partner II/Contractor
Choice Mortgage
06.2020 - 06.2023
Customer Assistance Specialist II
JP MORGAN CHASE
12.2008 - 07.2016
Bachelors - Business Administration
Keiser University
High School Diploma -
Santaluces High School
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