Mary Martinez

• Fund Construction Loans after they have closed on a new construction loan
• Set up loans in construction loan folders and set up cost breakdown for draw tracking purposes
• Work close with Members and Builders to help them build the members dream homes and within the term given to do so
• When homes are completed, I work to Modify (Convert) their loan from construction to long term

• Coordinated loan document preparation and ensured compliance with regulatory requirements.
• Analyzed loan files for accuracy, resolving discrepancies prior to closing.
• Collaborated with underwriting and funding teams to streamline closing processes.

• Assisted agents in managing client accounts and policy renewals.
• Processed insurance applications and verified documentation for accuracy.
• Coordinated communication between clients and underwriters to expedite claims resolution.
• Developed training materials for new staff on internal systems and procedures.

This position was for a short time due to Position Elimination internally. I was laid off from Mountain America and went to work for a short time here while I worked to find a position I felt was worth my expertise and where I felt valued.

• Developed customized insurance policies based on client needs and risk assessments.
• Conducted thorough policy reviews to ensure compliance with industry regulations and best practices.
• Provided exceptional customer service, addressing inquiries and resolving issues promptly.
• Collaborated with underwriters to evaluate risks and determine appropriate coverage options.
• Developed strong relationships with the Mortgage team leading to increased referrals.
• Established lasting rapport with customers through genuine empathy and attentiveness, leading to high levels of satisfaction and loyalty.