Summary
Overview
Work History
Licenses
Timeline
Generic

Teacha Davis

Helena,AL

Summary

Customer-focused loan officer assistant with several years of experience supporting consumer mortgage loans, including conventional, adjustable-rate, fha and va. Key resource to management with exceptional knowledge of mortgage laws and regulations.

Overview

31
31
years of professional experience

Work History

Mortgage Loan Officer / Assistant

Trustmark Bank
Birmingham, AL
12.2022 - Current
  • Ensured compliance with all federal, state and local regulations related to mortgage lending.
  • Provided guidance on various types of mortgages such as FHA loans, VA loans, USDA and conventional loans.
  • Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
  • Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.

Mortgage Loan Officer Assistant

LeaderOne Financial
Birmingham, AL
03.2022 - 12.2022
  • Conducted follow up calls with clients regarding outstanding documents needed for approval of their loans.
  • Provided administrative support to the Loan Officers, such as scheduling appointments, answering phones and responding to emails.
  • Assisted Mortgage Loan Officers with loan pre-qualifications by gathering and verifying customer financial information.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.

Real Estate Associate Broker

KellerWilliams Realty/Milestone Realty/Exp Realty
Birmingham , AL
02.2007 - 03.2022
  • Communicated with clients to determine property needs and budget constraints
  • Researched properties values to determine competitive market pricing
  • Advised clients on market conditions, pricing and legal requirements for property transactions
  • Coordinated property tours and communicated with buyers to assist with inspections and appraisals

Cash Management Specialist

Wachovia/Wells Fargo
Birmingham, AL
08.1994 - 03.2005
  • Maintained high productivity by efficiently processing bank drafts, cash, credit, debit and voucher program payments for customers
  • Responded to assistance requests from users and directed individuals through basic troubleshooting tasks
  • Accurately processed data, validation and transmission for weekly, semi-monthly and corporate payrolls

Licenses

Mortgage Loan Originator License

Timeline

Mortgage Loan Officer / Assistant

Trustmark Bank
12.2022 - Current

Mortgage Loan Officer Assistant

LeaderOne Financial
03.2022 - 12.2022

Real Estate Associate Broker

KellerWilliams Realty/Milestone Realty/Exp Realty
02.2007 - 03.2022

Cash Management Specialist

Wachovia/Wells Fargo
08.1994 - 03.2005

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Teacha Davis