Gaylyn Leach

• Assisted customers with inquiries and resolved issues efficiently.
• Maintained product knowledge to provide informed recommendations.
• Collaborated with team members to enhance customer satisfaction strategies.
• Processed transactions accurately using point-of-sale systems.

• Reviewed credit, income, property, and asset documentation for accuracy and completeness to support informed lending decisions.

• Validated borrower-submitted information and updated appropriate fields in the Loan Origination System (LOS).

• Uploaded checklists into Electronic Document Management System (EDMS) and verified accuracy of third-party documentation including title, appraisal, insurance, and credit supplements.

• Coordinated with other departments to facilitate timely underwriting approval.

• Streamlined post-closing workflow by implementing process improvements, reducing turnaround time for document preparation.
• Coordinated post-closing activities to ensure compliance with regulatory requirements and internal policies.
• Reviewed loan documents for accuracy and completeness prior to final approval and funding.
• Managed communication with clients, title companies, and lenders to facilitate seamless transaction processes.
• Conducted audits of closed loans to identify discrepancies and ensure adherence to company standards.
• Developed comprehensive reports on post-closing metrics to enhance departmental performance tracking and decision-making.
• Checked accuracy and completeness of all paperwork.
• Worked with warehouse banks to manage shipment of collateral documents.

• Reviewed and verified document accuracy, enhancing overall quality control measures.
• Processed legal documents efficiently, ensuring compliance with regulatory standards.
• Coordinated with attorneys to gather necessary documentation for case preparation.
• Developed streamlined workflows that improved document processing turnaround times.
• Implemented electronic filing systems, increasing accessibility and organization of critical files.
• Managed multiple priorities effectively, often working on several projects simultaneously while meeting all deadlines.

• Reviewed weekly Document Tracking reports and followed up on outstanding items to ensure timely resolution.

• Managed closed loan files for 90 days before preparing for offsite storage, ensuring compliance with retention policies.

• Coordinated with title companies and courts to facilitate timely rerecording of Mortgages and Deeds of Trust.

• Liaised with internal departments to resolve issues related to loan funding and documentation discrepancies.
• Improved workflow efficiency by implementing an organized filing system for closed loans.