John Beach

Take in or set-up a pick up for lawnmowers and other gardening equipment for repairs.

Contact customers with estimates for repairs needed for approval on the price.

Working with our parts department to get parts needed to the technician to complete approved repairs.

Contacting the customer for payment on completed repairs and scheduling a time for the pick-up or return of the equipment.

Take complaints from clients regarding the processing of their loan application. Reviewing the issue that caused the client to be upset and responding to the client in either by phone or in writing.

Taking complaints from government agencies like The Better Business Bureau, Consumer Affairs, and elected officials. Reviewing the issue by contacting the loan officer and others to verify what happened during the loan process. Sending a written response to the complainant explaining issues(s) that caused the issue.

Sending documents to requested information to clients regarding how to apply for a reverse mortgage.

Process closing documents in loan packets to verify everything needed has been received and if not contact the loan officer to get missing documents.

Obtaining additional documents from government sources for the clients right to get a reverse mortgage.

Organizing the documents and forwarding them to underwriting for finalizing the loan.

Reviewing the closing documents to verify that the correct tax and insurance documents were received and everything is paid current.

Contacting the insurance carrier to verify that the homeowners policy is paid current and we are showing as the mortgagee on the policy.

Verifying that we are tracking the correct parcel(s) for the property taxes, and all taxes are paid current.