Levaughn Nelson

• Cultivated relationships with clients to understand needs and deliver tailored solutions.
• Collaborated with cross-functional teams to streamline account management processes.
• Managed and updated CRM systems to ensure accurate tracking of client interactions.
• Developed proposals and presentations that articulately addressed client requirements.

▪Work as a liaison between sales, underwriting, and brokers to ensure timely closings

▪Manage daily pipeline and regularly follow up with brokers to expedite CD process

▪Participate in special projects and audit files for compliance items

▪Receive, split, and file loan documents for underwriter review

▪Sort, upload, and track all reports received from third party vendors

▪Order verifications of employment, running of credit reports and ordering appraisals

• Processed loan applications, ensuring compliance with regulatory requirements and internal policies.
• Coordinated with clients and lenders to gather necessary documentation for timely loan approval.
• Reviewed financial statements and credit reports to assess borrower eligibility and risk.
• Streamlined application workflows, enhancing operational efficiency and reducing processing time.

Reviewed loans originated by third parties for general compliance guidelines
Assured all necessary documents were in the file before sending to underwriter
Completed verifications of employment for all applicants
Reviewed and ordered 4506T transcripts
Completed closing calls with borrowers to ensure accuracy of all loan information