Tanner Halstead

Responsibilities:

• Responsible for accurately and efficiently processing VA and Conventional purchase loan applications in accordance with investor and Navy Federal guidelines and regulation
• Serves as acting Supervisor and MPS by analyzing daily reports and compiling for team OneDrive (weekly)
• Ability to de-escalate members
• Serves as mentor to new team members by ensuring they meet goals and have a thorough understanding of first mortgage lending and processing

Achievements:

• Rated as exceptional with SSP on 2023 performance review
• Received 2nd quarter Partners Recognition award 2023
• Wingman Participant 2nd quarter 2023
• Received 1st quarter Partners Recognition award 2023
• Received 4th quarter Partners Recognition award 2022
• Rated as exceeds with SSP on 2022 performance review
• Rated as exceeds with SSP on 2021 performance review

Responsibilities:

• Authorize release of closing packages to closing agent
• Determine status of title and review mortgagees, mortgagors, manner of title and existing/proposed liens for accuracy
• Determine amount to be withheld from loan proceeds, request and process internal payoffs and prepare request for loan disbursement
• Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
• Review preliminary and final closing package including HUD-1 for RESPA compliance - Moderately Complex/Varied
• Schedule settlement with closing agent, member, seller and realtor

Achievements:

• Temporary contractor to permanent NFCU employee in 7 months