Summary
Overview
Work History
Skills
Timeline
Generic

Teya Donley

Brevard,NC

Summary

Dynamic financial professional with a proven track record in competitive markets. I look to build upon success and fine tune systems. Expert in customer service and problem-solving, while ensuring 100% audit compliance. Strong collaborator and team leader, skilled in strategic client relations and sales pitch development.

Overview

9
9
years of professional experience

Work History

Sales Representative

Puridy Financial
03.2023 - Current

● Number One each year in sales volume

● 25.5 Million total retained enrolled debt for 2023

● 20.8 Million total retained enrolled debt for 2024

● 98% retention of enrolled clients

● 100% monthly audit compliance

● Led the creative development of sales pitch and strategic client relations

Senior Underwriter

Reliant Funding
03.2018 - 02.2023

● Complete recorded Merchant Interview calls to conclude the loan process and all disclosures before funding.

● Help to manage and lead a team to handle the pipeline and demands of 80 Sales Representatives.
● Communicate effectively with the Sales Reps, and Sales Managers on what is needed on each file.
● Act as a liaison between Sales Reps, Funding and Processing Partners to ensure all funding cut offs are made.
● Knowledgeable in all underwriting stipulations to ensure received documentation satisfies needed conditions to fund.

● Organize, review and analyze applications, bank statements, credit reports and all other stipulations needed to fund.

●Train new hires on the Reliant Funding process and expectations


Mortgage Loan Processor

Cliff Enterprises
08.2016 - 03.2017

Responsible for the ordering of Credit and Title Reports, as well as finding competitive Homeowners Insurance for my clients.
● Thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from
pre approval to closing.
● Comfortable coordinating with Title and Escrow companies, Lender, Realtors, and any other Third Party to ensure fast and
flawless closings.
● Analyzed financial statements, PSA, Title, and Appraisal reports, Tax Returns, and Credit documentation for accuracy and
compliance for investors guidelines.
● Knowledgeable in ordering closing documents through Jetdocs, and balancing Closing Disclosure between Title and the company
drawing the Closing Disclosures. .
● Skilled in Audit of loan after completion to ensure all documentation are in compliance with our company's guidelines.

Skills

  • Teamwork and collaboration
  • Friendly, positive attitude
  • Customer service
  • Problem-solving

Timeline

Sales Representative

Puridy Financial
03.2023 - Current

Senior Underwriter

Reliant Funding
03.2018 - 02.2023

Mortgage Loan Processor

Cliff Enterprises
08.2016 - 03.2017
Teya Donley