Mary Lake

• Manage loan processing tasks, including preparing client documents and coordinating with underwriters to secure credit approvals.
  
  Collaborate with the legal team to authorize pledging trust accounts and business accounts as additional collateral for clients' LMA (Loan Management Accounts).
  
  Pull good standing certificates for business accounts, ensuring compliance with all legal and regulatory standards.
  
  Maintain accuracy and timeliness in preparing and submitting necessary loan documentation.
  
  Support high-net-worth clients by streamlining account operations and ensuring seamless loan management.
  
  Work closely with internal departments to improve processes and meet client needs. safety, security, quality and performance procedures, rules and requirements.
• Refined workflows to boost productivity and reduce mistakes.
• Managed daily operations for optimal productivity, ensuring timely completion of tasks.
• Resolved complex problems utilizing critical thinking skills innovative approaches ultimately driving positive outcomes.

Managed processing of document research requests from business partners and clients.

Reviewed documents for accuracy, promptly rectifying errors to reduce exposure to risk.

Supported clients in managing sensitive documentation while upholding strict privacy guidelines.

• Achieved quick responses to telephone and email inquiries consistently within Number hours.
• Monitored industry trends and legislative changes impacting the field of bankruptcy law, ensuring continuous improvement in service offerings.
• Oversaw loan bankruptcy compliance, coordinating efforts with legal teams to maintain regulatory standards.

Managed accounts monitoring and addressed necessary legal escalations.

• Maintained awareness of recent changes in mortgage products and services.
• Prevented unnecessary foreclosures by effectively communicating available options to borrowers and guiding them through the loss mitigation process.
• Performed thorough loan assessments, finding opportunities for adjustments and alternative payment plans.
• Managed a high-volume caseload of at-risk borrowers, successfully negotiating mutually beneficial repayment solutions.
• Evaluated pay stubs, credit history, tax information and bank statements for financial status.
• Discussed property liquidation options with customers.
• Achieved successful loan modifications through diligent analysis of borrower financial information and negotiation with lenders.