Clayshelle Franklin
Home Loan Specialist
Mckinney,Texas
Summary
Versatile, driven home loan specialist touting 4 years of success in customer service and bank standards. Proven history of streamlining procedures. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Offering positivity and relative ease in tackling administrative tasks and assisting with special projects.
Overview
6
6
years of professional experience
Work History
Document Analyst
Morgan Stanley
Coppell, TX
08.2021 - Current
- Provide support for document controls and worked with multiple tax return documents.
- Assist LP’s as well as Relationship Managers label loan documents that are in need of review prior to submitting to underwriting.
- Manage pipeline of 20-30 loans per day.
- Oversee DA daily reports and ensure report is sent out and assigned to analysts in Microsoft Excel each morning.
- Brainstorm and arrange new methods for loan assignments to ensure each loan is completed efficiently.
- Ensuring each new hire for DA role is trained thoroughly and understands what the position entails.
Loan Review Specialist
PennyMac Loan Services
Plano, TX
03.2018 - 08.2021
- Manage pipeline of 30 - 40 mortgage loan applications per month in accordance with regulatory guidelines and company policies. Maintain strong understanding of mortgage lending guidelines and required documentation for Conventional, FHA, and VA
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Developed and maintained courteous and effective working relationships with management, loan officers and underwriting teams.
- Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
- Responded to management expectations and solicited feedback to improve performance.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
Billing Customer Service Representative
Spectrum
Irving, TX
02.2017 - 03.2018
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Maintained up-to-date knowledge of product and service changes.
- Handled over 30 calls per shift retrieving customer data, presenting relevant product information and cancelling services
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Delivered prompt service to prioritize customer needs.
- Educated customers about billing, payment processing and support policies and procedures.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction.
Education
High School Diploma -
Frisco High School
Frisco, TX 06.2016 - 06.2016
Skills
Process auditing
Data accuracy
Compliance controls
Document organization
Project support
Tracking document flow
Local, state and federal tax returns
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is liking yourself, liking what you do, and liking how you do it.
Maya Angelou
Timeline
Document Analyst
Morgan Stanley
08.2021 - Current
Loan Review Specialist
PennyMac Loan Services
03.2018 - 08.2021
Billing Customer Service Representative
Spectrum
02.2017 - 03.2018
High School Diploma -
Frisco High School
06.2016 - 06.2016