Tiffany Maldonado

• Collaborated with Mortgage Loan Originators to gather borrower information for 1003 applications.
• Registered and submitted deals across banks, lender, and broker portals for various loan types.
• Ensured accurate rate locks and timely disclosures aligned with loan types.
• Reviewed and prepared disclosures for delegated and brokered loans for borrower distribution.
• Tracked intent to proceed with loan partners, facilitating smooth processing through communication.
• Placed necessary third-party orders including UDNs, CIC credit reports, and appraisals.
• Prioritized tasks and supported training of new staff members in operations support functions.
• Reviewed financial documents to verify compliance with lending guidelines.

• Corresponded with first-party brokers and handlers to gather data for first-notice claims.
• Updated claim files with Triage department, ensuring most recent information is documented.
• Collaborated with finance department to issue insurance and settlement payments across all lines.
• Created acknowledgment letters for brokers and handlers upon successful claim setup.
• Executed tasks assigned by claim handlers, including indemnity payments and FNOL management.
• Managed long-term projects in preparation for annual audits while handling daily responsibilities.
• Processed claims using internal software to ensure accurate documentation.
• Coordinated with adjusters to obtain essential information for thorough claim evaluations.

**Optimized customer engagement by leveraging strong product knowledge, driving sales opportunities.**

• Identified and directed customers to appropriate colleagues, meeting referral goals consistently.
• Adhered to bank's compliance standards, minimizing risk and ensuring client financial security.
• Contributed to team goals through active participation in business development initiatives.
• Processed transactions with accuracy, fostering lasting customer relationships.
• Assisted with account inquiries and ensured efficient transaction processing.
• Maintained accurate records of interactions and transactions within the system.
• Investigated fraudulent activities by analyzing transactions for suspicious patterns.