Davis Riggins
Charlotte,NC
Overview
2
2
years of professional experience
Work History
Mortgage Loan Originator
Wyndham Capital Mortgage
Charlotte, United States
01.2022 - 05.2022
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Worked with underwriters to fix application problems and resolve issues.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Processing Expert/ End to End Coordinator
Better Mortgage
Charlotte, NC
05.2021 - 12.2021
- Managed a pipeline of 50+ refinance loans from lock date to fund date.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Handled any conditions sent from underwriting departments.
- Maintained compliance with privacy and security requirements.
- Coordinated closing process with attorneys, title companies and appraisal management companies
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
Processing Expert Associate
Better Mortgage
Charlotte, NC
09.2020 - 04.2021
- Managed a pipeline of 100+ in order to move client from lock to underwriting in order to move the client into closing stage.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Top 5% of Processing Expert Associate in terms of numbers of locked loans per month
Wealth Management Intern
NFP
Charlotte, United States
07.2019 - 01.2020
- Analyzed participant demographics and identify leads of those nearing retirement.
- Helped with developing presentations and materials to go along with seminars, instead of using vendor branded materials.
- Supported new wealth advisor on-boarding.
Education
Bachelor of Science - Finance
University of North Carolina At Charlotte
Charlotte, NC05.2020
Skills
- Life, Accident & Health or Sickness NC#18013797
- RedTail CRM
- EMoney- Financial planning software
- RPAG- Fiduciary Investment Review
- Microsoft Word, Excel, PowerPoint, and InDesign
- Salesforce
- Inbound and outbound calling
- NMLS License #2150474
Timeline
Mortgage Loan Originator
Wyndham Capital Mortgage
01.2022 - 05.2022
Processing Expert/ End to End Coordinator
Better Mortgage
05.2021 - 12.2021
Processing Expert Associate
Better Mortgage
09.2020 - 04.2021
Wealth Management Intern
NFP
07.2019 - 01.2020
Bachelor of Science - Finance
University of North Carolina At Charlotte