Charlotte Dixon
Clover,SC
Summary
Supportive Team Lead with years of experience leading teams. Expert in following detailed production schedules with distinguished history of maximizing productivity.
Overview
8
8
years of professional experience
Work History
Team Lead
Brillient
05.2020 - 05.2022
- Shift 7am to 5pm Monday-Friday and every other Saturday 40 to 50 hours weekly
- Coached team members in techniques necessary to complete job tasks.
- Trained new team members by relaying information on SBA guides to make sure each EIDL loan was handled correctly.
- Evaluated employee skills and knowledge regularly, training and mentoring individuals that may have been low in production.
- QA for each team member and Performance Reviews for HR.
- Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.
- Trained team members on how to review income documentation such as: Business and Personal tax returns along with Profit and Loss Statements for business or Rental Income
- Host weekly meetings to update team members on any new guidance from the SBA or any other updates on the project
MLO/Loan Processor
Bayveiw Loan Servicing
02.2018 - 01.2020
- Monday-Friday Schedule worked 40-55 hours
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Worked with FHA, VA and Conventional Loans
- Set files up for closing including escrow information verified with title companies
- Communicate with borrowers, title/escrow and sales to collect all required documentation
- Review selected conditions that had to be approved by processing based on guides for that particular product
- Review Closing Disclosures with borrowers to go over cost and work with any cash to close issues/concerns
- System used Encompass
- NMLS #367741
Project Manager
Indecomm Global
05.2013 - 11.2017
- Worked Monday-Friday 40-55 hours weekly
- Identified plans and resources required to meet project goals and objectives.
- Managed processing team
- Developed and initiated projects and monitored performance.
- Achieved project deadlines by coordinating with processors and team leads
- Facilitate all aspects of loan processing from application receipt to underwriting and closing in accordance with company polices and procedures
- Maintain system data including status and loan events (receipt of stipulations, dates and memos) with anticipation of closing each loan within 30 days
- Order and review all required 3rd part reports.
- Verify all documents and conditions have been met to obtain final approvals and confirm scheduled closing dates
- Assist with training current and new employees
- Assist with interviewing new candidates
- Weekly meetings to set and explain proper expectations to meet customer service needs internal and external
- Updated operational methods and tracked information and compiled data to improve efficiency.
Skills
- Microsoft Google, Word & Excel
- Appraisal Reviews (Loan Processing)
- Quality Control
Timeline
Team Lead
Brillient
05.2020 - 05.2022
MLO/Loan Processor
Bayveiw Loan Servicing
02.2018 - 01.2020
Project Manager
Indecomm Global
05.2013 - 11.2017
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