Rebekah Stake

• Developed strong relationships with members through high levels of member service.
• Assisted members in understanding loan terms and conditions to make informed decisions.
• Submitted loan applications to underwriter for verification and recommendations.
• Examined customer loan applications for loan approvals and denials.

• Analyze applicants' financial status, credit, and property evaluation to determine feasibility of granting mortgage loan.
• Educates clients on loan programs and financial steps to buying a home.
• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Worked closely with processors and underwriters during the loan process for each application.
• Developed systems to efficiently track loan documents and enhance accuracy.

• Provide mentorship and guidance to assigned team.
• Document team member’s calls and provide feedback to better improve their skills.
• Schedule coaching in Verint to meet one on one with team members. This implements an understanding of their growth opportunities, and their goals to better their career within Navy Federal.
• Lead team meetings in absence of supervisor.
• Provide games and encouragement for team morale and stats.
• Actively participates in extra work forums, creating changes within CCO to better help the team and our valued members.

• Mortgage Loan Originator NMLS# 1706809

• Educate members on a variety of loan products and available credit options to promote valuable decision-making.

• Research banking guidelines and statutory requirements to stay updated on new laws and applications.

• Research and resolve questions from members about existing mortgages. (taxes, insurance, payments)

• Perform daily maintenance of loan applicant database

• Received incoming calls for a variety of skills. Assist line,

mortgage servicing, applications, account servicing and existing application status.

• Answered concerned calls from veterans.

• Completed accurate and efficient data entry and database updates to support operations.

• Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.

• Identified and corrected data entry errors to prevent duplications across systems.

• Drafted reports to assign to correct department.

• Received escalated take over calls from other agents.

• Handled assist line calls for agents. •

Mentored agents.

• Reviewed accounts for signs of fraud and non-payment issues.

• Worked with management to evaluate credit strategies and develop improvements.

• Completed ongoing professional training to facilitate accurate and productive credit management.

• Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk for credit cards

• Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.