Tracy Daniel

*Reviewed Application and Documents for accuracy

*Followed up with Applicant for any additional required documents

*Determined if Applicant meets criteria according to Product guidelines

*Prepared documents for funding

*Presented detailed comments for all reviewing departments

• Monitored guests and enforced rules, maintaining safety for visitors and staff.
• Facilitated effective communication among team members through regular meetings, training sessions, and open dialogue channels.
• Welcomed and greeted customers, answered questions, and provided excellent customer service to contribute to memory-making experience.
• Trained new recreation attendants on safety procedures and customer service tactics.

• Streamlined loan processing by implementing efficient workflow systems and task prioritization.
• Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Coordinated seamlessly with sales teams to ensure proper alignment of expectations and timelines between clients and internal departments.
• Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
• Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.

• Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
• Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Set up files using loan officer checklist and submitted on-time for processing.
• Answered inquiries and provided superior customer service to clients.

• Simplified complex financial concepts for clients, ensuring a comprehensive understanding of mortgage options.
• Developed strong rapport with clients through excellent communication skills, leading to repeat business and referrals.
• Provided guidance to clients throughout the entire mortgage application process, fostering trust and confidence in our services.
• Conducted thorough research on potential borrowers to verify creditworthiness before initiating the application process.
• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Set up, stored and updated customer files, department records and regulatory paperwork.

• Enhanced risk assessment accuracy by conducting thorough reviews of credit reports, employment history, and income verification documents.
• Increased customer satisfaction by providing timely feedback on application status and addressing potential issues promptly.
• Approved or denied loans based on established criteria and underwriting guidelines.
• Assessed loan portfolios for compliance with underwriting policies.
• Proactively identified solutions for customers experiencing credit issues.

• Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
• Handled any conditions sent from underwriting departments.
• Assisted customers with completing loan applications and other paperwork.
• Assisted in the development of new loan products by researching market trends and identifying potential opportunities.
• Provided quick turnaround times to maintain fast-past schedule.

• Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
• Developed and implemented marketing campaigns to attract new customers.
• Developed systems to efficiently track loan documents and enhance accuracy.
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
• Utilized advanced financial software tools to accurately assess borrower eligibility for various mortgage products.