Courtney Beckman

South State Bank

05.2005 - 12.2022

Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Prepared file for final clear-to-close by branch management.
Handled any conditions sent from underwriting departments.
Reviewed financial statements and contacted institutions and customers to clarify details.
Communicated with originator and applicant concerning progress of loan file.
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
Set up and completed loan submission packages.
Received on-going, comprehensive training on home loan products and mortgage process.
Coordinated closing process with attorneys, title companies and government clerks.
Oversaw file input in mortgage software and grant-specific software.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Verified credit histories, personal references and employment backgrounds for each applicant.
Reviewed and validated details of loan applications and closing documentation.
Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Filed completed loan applications with underwriting and made approval or denial recommendations.
Produced and submitted completed loan packages to title and escrow professionals.