Tracy Liebhart
Gilbert,AZ
Summary
Results-driven financial analyst with a proven track record in prestigious firms like Morgan Stanley. Expertise in streamlining loan processing for 21-day closings and fostering strong client relationships. Skillful in data analysis, detail-oriented approach, and cross-functional teamwork. Committed to delivering superior outcomes. Seeking new opportunities to provide exceptional customer service and education for a positive financial experience.
Overview
13
13
years of professional experience
Work History
Participant Relationship Manager
Morgan Stanely
Gilbert, AZ
05.2024 - Current
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
- Executing money movement transactions at the request of the client and/or FA/PWA.
- Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
- Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
- Assist FAs/PWAs/teams in delivering against their business plan and client service model
- Remaining current on all policies, procedures and new platforms
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Stylist
SportsClips
Mesa, AZ
02.2024 - Current
- Created looks by integrating client preferences with current fashion trends
- Chose appropriate cuts for customers based on preferences, facial features and current fashion trends
- Helped customers improve hair health and appearance with better products and routines
- Styled individuals, pairs and groups with complete looks
Lunch Aide
American Leadership Academy
Gilbert, AZ
02.2024 - 04.2024
- Maintained a clean dining area, quickly cleaned up spills, and replenished condiments.
- Helped students with meals, circulating throughout the lunch area to offer support with opening items, cleaning up spills, and replacing defective items.
- Circulated among children during the recess period to monitor activities.
- Reported student injuries, accidents, or illnesses to administer proper aid.
Sr. Loan Processor
Caliber Home Loans
Remote, AZ
09.2020 - 06.2022
- Processing loan types such as Conventional, FHA, VA, USDA, and DPA from initial submission of application to completion
- My function was to maintain transparent relationships with title company, sales, design center, our Customers to meet and exceed the customer service levels
- Created clear and concise loan expectations to be able to meet the 21-day closings
- Utilizing strong Clear customer communication to build relationships and assist me to obtain documentation required in the loan process
- Shows strength in multi-tasking allowing me to make a commitment 45-60 loans consisting of refinances as well as purchases
Loan Processor
Homeowners Financial Group
Chandler, AZ
07.2020 - 09.2020
- Processing loan types such as Conventional, FHA, VA, USDA, and DPA from initial submission of application to completion
- My function was to maintain transparent relationships with title company, sales, design center, our Customers to meet and exceed the customer service levels
- Created clear and concise loan expectations to be able to meet the 21-day closings
- Utilizing strong Clear customer communication to build relationships and assist me to obtain documentation required in the loan process
- Shows strength in multi-tasking allowing me to make a commitment 45-60 loans consisting of refinances as well as purchases
Loan Officer Assistant
Sun American Mortgage
Mesa, AZ
07.2019 - 06.2020
- Assisting the loan officer with loan types such as Conventional, FHA, VA, and USDA to prepare the files for processing
- Created clear and concise loan expectations to be able to meet the 21-day closings
- Utilizing strong Clear customer communication to build relationships and assist me to obtain documentation required in the loan process
- Shows strength in multi-tasking allowing me to make a commitment 45-60 loans consisting of refinances as well as purchases
Sr. Loan Processor
Eagle Home Mortgage
Tempe, AZ
05.2017 - 07.2019
- Perform duties of Conventional, FHA and VA loan from initial submission of application to completion
- Consistently being proactive approaches so I can exceed the customer experience
- Utilizing my strength with attention to detail allowed me to meet the requirements of underwriting and investor guidelines
- Using open lines Communicate with all parties involved in loan process
- Being very organized in my daily functions allowed me to Maintain higher pipeline levels, excellent customer service, verifying accuracy and efficiency
- Maintain status and information throughout complete process, creating confidence in our loan process
- Knowledgeable when reviewing sales contracts, escrow instructions, documentation
- Specializes in Broker programs and obtains documentation to meet submission requirements
- Always updating my education on investor guideline changes by reading updated bulletins and communications
- Building relationships with our Customers allows us to meet high levels of customer service
Sr. Loan Processor
Loan Depot
Scottsdale, AZ
08.2016 - 05.2017
- Review Loan documents to determine what items are needed to meet investor guidelines
- Communicates clearly and respond to all correspondences within 48 hrs
- Utilize pipeline reports to effectively manage loans and prioritize daily workflow
- Consistently updating status with Processing Manager weekly
- Organizes and processes loan documentation for Underwriting submissions
- Managed a pipeline of approximately 20-30 loans
Loan Processor
US Bank
Scottsdale, AZ
08.2015 - 08.2016
- Prepare and process FHA, VA, and conventional mortgage purchase and refinance loans from application through final approval
- Quality review prior to underwriting finalization
- Efficient with FHA/VA Guidelines
- Familiar with Loan Prospector (LP)
- Strong focus on customer communication and satisfaction
Ops Specialist II
Chase
Tempe, AZ
11.2011 - 08.2015
- Quality review prior to underwriting finalization
- Review borrower documents for modification
- Send super letter requesting clarification/documentation
- Work with Excel spreadsheets and databases; maintain an organized archiving system
- Minimize risk to the bank, and the customer by being thorough and detail oriented
Education
License - Cosmetology
Regency Beauty Institute
Chandler01.2011
High School - General
Tempe High School
Tempe05-2002
Skills
- Financial Data Analysis
- Employment Verification
- Customer Engagement
- File Management
- Cross-Functional Teamwork
- Detail-Oriented Approach
Timeline
Participant Relationship Manager
Morgan Stanely
05.2024 - Current
Stylist
SportsClips
02.2024 - Current
Lunch Aide
American Leadership Academy
02.2024 - 04.2024
Sr. Loan Processor
Caliber Home Loans
09.2020 - 06.2022
Loan Processor
Homeowners Financial Group
07.2020 - 09.2020
Loan Officer Assistant
Sun American Mortgage
07.2019 - 06.2020
Sr. Loan Processor
Eagle Home Mortgage
05.2017 - 07.2019
Sr. Loan Processor
Loan Depot
08.2016 - 05.2017
Loan Processor
US Bank
08.2015 - 08.2016
Ops Specialist II
Chase
11.2011 - 08.2015
License - Cosmetology
Regency Beauty Institute
High School - General
Tempe High School
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