Susan Richard

• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
• Worked with Loan Officer to create application profile in system and review key information at various stages within process.
• Documented borrower's information in loan processing system and resolved any discrepancies.
• Assembled important paperwork and disclosures for borrower.

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Managed the daily activities of all employees in the Closing/Post-Closing area including shipping funding and investor purchasing of residential mortgages.

Researched and delivered loan deficiencies to all investors within designated time frame to avoid fees .

Ensured compliance with applicable banking regulations and investor guidelines and supported sales efforts to promote the bank’s services and products.

Coordinated with Loan Officers, Attorneys, and operation staff managing rate expirations, clear to close, and scheduling of mortgage loan closings averaging 125 units/month.

Reviewed staff quality, production levels, work habits, mentored and trained.