Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marilyn Davis

Customer Service
Applegate,MI

Summary

I have been working with Customers for more than 30 years in a couple different industries.

Overview

30
30
years of professional experience

Work History

Sr. Mortgage Loan Processor

Amerifirst Home Mortgage
Port Huron, MI
03.2014 - 06.2022
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Communicated with originator and applicant concerning progress of loan file.
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering all loans.
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Consulted with outside vendors to identify and resolve loan closing issues.

Sr. Loan Processor /Mortgage Underwriter

Bank Of America
Tampa, FL
04.2004 - 12.2013
  • Evaluated approvals against established bank and government lending standards.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering [Type] loans.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Checked packages for appropriate documentation.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Looked over and approved various types of loans.

Office Manager / Receptionist

Homeco Corp
Seffner , FL
01.1992 - 04.2004
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Confirmed appointments, communicated with clients and updated client records.
  • Answered central telephone system and directed calls accordingly.
  • Resolved customer problems and complaints.
  • Responded to inquiries from callers seeking information.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Corresponded with clients through email, telephone or postal mail.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Answered large volume of incoming calls daily to resolve customer issues and schedule appointments.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Liaised with vendors, contractors and professional services personnel to properly process orders.
  • Coordinated travel accommodations, agenda, and transportation for staff and out-of-town visitors.

Education

No Degree - Office Management

Sanilac Skill Center
Peck, MI
06.1977

High School Diploma -

Marlette Jr./Senior High School
Marlette, MI
06.1977

Skills

  • Financial Data Collection
  • Lending Software Systems
  • Loan Information Recording
  • Industry Research
  • Customer Communication
  • Appraisal Verification
  • Closing Documentation
  • Credit Reporting Software
  • Tax Receipts
  • Contacting Borrowers
  • Loan Paperwork
  • Insurance Forms
  • Loan Records Filing and Maintenance
  • Desktop Underwriter
  • Detail Orientation
  • Microsoft Word
  • Underwriting Processes

Timeline

Sr. Mortgage Loan Processor

Amerifirst Home Mortgage
03.2014 - 06.2022

Sr. Loan Processor /Mortgage Underwriter

Bank Of America
04.2004 - 12.2013

Office Manager / Receptionist

Homeco Corp
01.1992 - 04.2004

No Degree - Office Management

Sanilac Skill Center

High School Diploma -

Marlette Jr./Senior High School

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Marilyn Davis Customer Service