Tami Whitford

Aliso Viejo,California

Summary

Financial Services Processing Representative

Sets Goals and Gets it Done through Relationships, Excellence and Dedication

years of professional experience

Certification

National Tax Credits

Aliso Viejo, CA

09.2023 - Current

Maintained accurate records of all customer interactions in the CRM system.
Processed and audited IRS business transcripts, addressed problems with billing and accounting.
Built and maintained productive relationships with customers an internal partners.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

New American Funding

Tustin, CA

07.2009 - 11.2022

Communicated with customers via email and via telephone to answer questions, process transaction, resolve issues and obtain all applicable documents.
Evaluated financial statements and contacted institutions and customers to clarify details.
Filed completed packages quickly and efficiently from submission to funding.
Calculated income, assets and liabilities to meet lender requirements.
Reviewed and verified borrowers income, credit reports and property appraisals to prepare documents for underwriting.
Contacted credit bureaus, employers and other sources to check applicants credit and personal references.
Scanned and uploaded loan and related documents into system.
Ordered property insurance or mortgage insurance policies to protect against loss on mortgage.
Knowledge of both purchase and refinance transactions - Conventional, Government FHA and VA, LP open access, DU refi plus and second mortgages.
Personally managed a pipeline of 35- 50 loans with average funding of 25-30+ loans per month.

National Tax Credits

09.2023 - Current

New American Funding

07.2009 - 11.2022