Lesley Bates

Proficient in MIchart, Epic/Life Image/Aria Workspace/Microsoft Teams • Cisco finesse/Jabber • Experience in High Volume Call Center-average 50-65 calls daily • Radiology/Imaging Scheduling • Patient appointment scheduling for multiple (18) providers • New patient consult referral scheduling • Medical record requests • CT/MRI Simulation Scan Scheduling • Prior Authorization/Prescription requests

• Managed a funding team of 15+ associates
• Proficient in encompass and TPO underwriting systems
• Assisted in funding/ wire issues (warehouse banks)
• Worked directly with closers/closing managers to correct closing packages with issues at the time of funding
• Researched/completed accounting issues/wires
• Worked directly with brokers/title companies/Loan officers
• Sent reports daily on funding numbers/outstanding loan conditions/lock expirations
• Worked directly with post closing on outstanding conditions needed for purchase of loans
• Trained new associates

• Reviewed closed loan packages for accuracy
• Proficient in encompass and TPO underwriting systems
• Researched and requested any additional wires needed
• Cleared post closing issues
• Verified VOE completion
• Reviewed and Cleared prior to Fund conditions
• Quickly assessed customer problems and resolved funding issues
• Reviewed and compared Closer approved CD to Final CD for accuracy

• Worked in a high paced call center
• Proficient in encompass and TPO underwriting systems
• Provided training to brokers/MLO’s/title companies on how to submit loans through our point system
• Handled any client/broker/issues with submitting loans

• Thoroughly reviewed closed loan packages with attentive to detail for wholesale/retail loans and Escrow State loans for accuracy for funding approval
• Verified VOE completion
• Reviewed and Cleared prior to Fund conditions in a timely manner to provide a smooth funding
• Requested wires on Escrow State loans
• Reviewed and compared Closer approved CD to CD received with funding documents for accuracy
• Settlement statement review for fee accuracy in compliance with TRID guidelines

• Thoroughly reviewed closed loan packages with attentive to detail for wholesale/retail loans and Escrow State loans for accuracy for funding approval
• Verified VOE completion
• Reviewed and Cleared prior to Fund conditions in a timely manner to provide a smooth funding
• Requested wires on Escrow State loans
• Reviewed and compared Closer approved CD to CD received with funding documents for accuracy
• Settlement statement review for fee accuracy in compliance with TRID guidelines
• Reviewed and disbursed funds for mini-correspondent loans.
• Took calls and Provided status on funding review with title/escrow companies, and brokers
• Quickly assessed customer problems and resolved funding issues
• Trained new employees on funding processes

• Pipeline Management 100-180 loans
• Monthly closings 40-52 loans
• Obtained documents required from customers
• Provided status on the process of the loans with the customers
• Positive and professionally diffused tense customer situations
• Obtained payoffs, title, appraisal, Employment/Mortgages verifications
• Submitted loans to underwriting for conditional review

• Answered 60-100 calls a day in a call center environment
• Provided status on health claims
• Obtained medical records for review of claims
• Obtained health insurance verifications
• Performed clerical duties

• Engaged in handling customer telephone inquiries on mortgage loan closing and fundings
• Provided broker/title company assistance with at the closing conditions
• Performed clerical duties

• Pipeline Management 60-75 loans
• Monthly closings averaged 32 loans
• Obtained documents required from customers
• Provided status on the process of the loans with the customers
• Positive and professionally diffused tense customer situations
• Obtained payoffs, title, appraisal, Employment/Mortgages verifications
• Submitted loans to underwriting for conditional review

• Pipeline Management 50 loans
• Monthly closings 20-25 loans
• Obtained documents required from customers
• Provided status on the process of the loans with the customers
• Positive and professionally diffused tense customer situations
• Obtained payoffs, title, appraisal, Employment/Mortgages verifications
• Submitted loans to underwriting for conditional review

• Pipeline Management 30-35 loans
• Monthly closings 15-20 loans
• Obtained documents required from customers
• Provided status on the process of the loans with the customers
• Positive and professionally diffused tense customer situations
• Obtained payoffs, title, appraisal, Employment/Mortgages verifications
• Submitted loans to underwriting for conditional review

• Pipeline management 50-75 loans
• Monthly closings 20-30 loans
• Obtained documents required from customers
• Provided status on the process of the loans with the customers
• Positive and professionally diffused tense customer situations
• Obtained payoffs, title, appraisal, Employment/Mortgages verifications
• Submitted loans to underwriting for conditional review