Experienced customer service professional with a strong background in mortgage servicing, treasury management, and a successful track record in loan processing and documentation. Ability to effectively manage loan processing queues, ensuring regulatory compliance, and delivering exceptional service. Aptitude for quickly learning new systems, including loan documentation systems, while showcasing excellent analytical and organizational skills. Making me well-suited for roles requiring meticulous attention to detail and regulatory adherence.
• Prepare detailed reports and spreadsheets to support grant funding decisions, ensuring compliance with program requirements and applicant eligibility.
• Perform financial calculations, including mortgage computations and income-to-debt ratios, to assess loan affordability.
• Provide exceptional customer service while collaborating with stakeholders, housing professionals, and homebuyers to meet housing program objectives.
• Manage operational and program records with accuracy, supporting effective decision-making and program execution.
• Provided a superior experience to members during onboarding into various Cash Management products, ensuring accuracy and quality in service parameters and entitlements.
• Scheduled and conducted training for members on the setup and use of cash management services via video and phone conferences.
• Ensured adherence to established service level agreements for timely implementation of services.
• Coordinated the gathering of essential documents for underwriting decisions, demonstrating knowledge in loan documentation and adherence to regulatory timeframes.
• Reviewed loan documents meticulously, ensuring precision and accuracy.
• Maintained open communication with originators and applicants, providing updates on loan progress.
• Facilitated the collection of essential documents required for underwriting decisions, showcasing the ability to manage and understand complex regulatory requirements.
• Orchestrated the assembly and finalization of comprehensive loan submission packages, highlighting strong organizational skills and attention to detail.
• Proactively assessed daily reports each morning, identifying priorities or issues for escalation.
• Managed daily communication, handling an average of 80 calls, emails, and faxes to address customer inquiries and resolve issues.
• Successfully executed special projects, showcasing effective decision-making, critical thinking, and time management skills.
• Delivered reinstatement and payoff quotes to clients as part of comprehensive customer support, demonstrating knowledge in financial document review and payment collection.