Haylee Willis

• Managed high-volume case load by analyzing customers’ complex financial situations and making recommendations for loan modifications to prevent default.

• Ensured regulatory compliance and HIPAA-level data security by processing all required legal and financial documentation accurately and within tight regulatory timeframes.

• Streamlined communication flow by coordinating across multiple systems to inform borrowers of loan terms, important dates, and legal obligations.

• Resolved complex customer disputes by leading the negotiation and execution of settlement documents, ensuring a clear understanding of current status and legal obligations.

• Trained and mentored new team members on internal processes, regulatory requirements, and rigorous documentation standards.

Conducted administrative review and detailed analysis of application data to determine financial eligibility and feasibility of granting loans and credit.

• Maintained meticulous record-keeping by completing loan contracts and legal documents, updating job knowledge on types of loans, and securely maintaining accurate customer records.

• Cultivated strong customer relations by interviewing applicants, clearly communicating eligibility guidelines, and consistently achieving high satisfaction scores.

• Successfully managed a diverse pipeline of applicants, assessing needs and recommending appropriate financial services, consistently meeting and exceeding quotas.