Margarita Evgrafova

• Was Responsible for a pipeline, both purchase and refinances for conventional, FHA, and VA loans;

• Worked closely with Loan Officers, Managers, and staff to promote open and effective communication and to ensure quality service delivery to customers;

• Was responsible for gathering required documentation from customer and third parties in support of the loan approval decision. Completed “Order Outs” (Appraisals, HOI, Title, VOE, AML, etc.) and processing duties (income calc, credit, title, etc.);

• Managed the loan pipeline report to ensure loans are processed on time and meet guidelines while anticipating future obstacles in loan process/pre-underwrite files;

• Organized and directed document preparation, loan file content, and loan approval reviews prior to loan closing, including obtaining and coordinating all underwriter conditions;

• Executed closing actions to ensure a timely and effective closing process and created positive urgency with all parties involved in the transaction;

• Ensured borrowers and LOs were aware of what stage the file is in and what documentation is needed.

• Reception, mail distribution, record keeping;
• Handling incoming calls;
• Directly supporting the Marketing Director by handling travel arrangements, tracking and maintaining expense reports;
• Operating office equipment such as scanners, copiers, and phone systems, using computers for assigned work;
• Scheduling clients appointments, meetings and events;
• Data entry;
• Managing the calendar and appointments;
• Managing office supplies and equipment.

• Developed tailored, high-level travel itineraries for Macquarie Group executives through phone and email communication;
  
• Provided support to clients when difficulties with their itineraries occurred while travel;
  
• Resolved complex problems with potentially non-standard and multi destinations, ticket exchanges and complex fares;
  
• Was responsible for processing financial transactions and handling sensitive information;
  
• Assisted in acquiring visas.