Lexi Ray

• Assist Account Managers in cultivation of valuable relationships with current clients
• Work with Account Managers to submit appropriate candidates for assignment with our contracted client facilities
• Help Account Managers ensure the satisfaction of our client facilities through meeting their staffing needs with alacrity
• Audit information in contracts for accuracy and proactively work to minimize future errors
• Constructively call attention to errors and work amicably with coworkers to perfect correspondence
• Strive for continuous improvement and career advancement.

• Scheduling Dreams and Goals calls for the Team Leader.
• Making sure the Team feels taken care of and are up to date on Events, Training, and Related Material.
• Driven Relationships Project Management and CRM work flow Management:
• Client Concierge Direct to Client:

- Initial reach out to leads, setting appointments, and update of CRM
- Facilitate signing and communication with Escrow, Notary, and client including confirming cash to close. Follow up on gathering Signed loan Docs and working with lenders to make sure that
everything is needed to close.
- First Payment Reminder
- Loan Servicing, Servicing Transfer Questions, Taxes, and Insurance Questions
- Generate Referrals

• Review and verify borrowers' income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal
• Ensure compliance with company policies, underwriting guidelines and lending-program requirements
• Sending weekly video updates to all borrowers/agents/escrow
• Providing support to loan officers + underwriters
• Expertise in the following: Conforming, ARMs, Jumbo Loans, Fannie Mae & Freddie Mac Guidelines, FHA, VA

• Handling an average of 15-20 files monthly
• Oversee all aspects of buyer + seller transactions from executed purchase agreement to closing
• Working directly with the Listing Agent, going to properties, listing homes online
• Input all client information into client database system
• Update clients + stay in constant communication with them, as well as the agents, title officer and lender

• Ordering/receiving + reviewing member documentation
• Calling borrowers daily following up with items needed
• Working with processors
• Ordering appraisals/title + escrow/HOA documents