Marshall Lee

Provided credit risk analysis and financial profile review to determine qualifications for loan origination. Conducted comprehensive internal fraud reviews to identify, analyze, and mitigate potential risks. Improved team’s work processes by evaluation and analysis of compliance procedures. Consistently exceeded department metrics in a goal oriented and fast paced environment.

• Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
• Documented underwriting decisions and provided evidence of compliance with applicable regulations
• Examined credit reports, financial statements and tax returns to determine repayment capability.

Responded to client inquiries by providing exemplary service to clients in a fast-paced call center environment. Evaluated and ensured overall loan transaction is accurate, complete, and compliant, providing timely communication to clients on loan decisions. Ensured high levels of satisfaction by providing outstanding problem-solving skills and analytical reasoning to answer escalated and complex loan origination issues.

• Improved loan processing efficiency by streamlining documentation and application procedures.
• Provided training and coaching to onboard new hires and co-workers on standard operating procedures and quality assurance
• Facilitated successful closings by collaborating with loan processors, underwriters, and settlement agents to resolve any outstanding issues.