Tracy Wall

• Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
• Cultivated relationships with industry leaders and within company to share tips and information.
• Identified and resolved problems through root cause analysis and research.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Researched and adopted new technologies to add value to existing offerings.
• Gathered, organized and input information into digital database.
• Queried databases for information needed for report processing.

Paying out of mortgages to finalize sales

Sales and Acquisition auditing of mortgages

Help with transfer of the sale of mortgages to other financial institutes

Filing of current mortgage files and documents in a secure location

Locating of mortgage documents and files

Resolving missing or incorrect information on mortgages

Cross training in all departmental responsibilities

• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Coordinated with coworks about new merchandise and updates to phones and procedures to help drive sales and product promotion.
• Troubleshooting of all cell phone issues
• Developed and maintained relationships with clients and coworkers to create a more positive work environment for all and help grow sales

Review loan packages for required information

Ensure that the loan packages met compliance regulations by fixing discrepancies as needed

Input and confirm data required to fund loan

Calculate funding amount for each loan package

Complete work within established deadlines

Complete funding of loans and release financial wire for the complete funding of loan

• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Identified and communicated customer needs to home office to get approval on loan applications
• Controlled resources and assets for office activities to comply with industry standards and government regulations.
• Made hiring recommendations to increase company's productivity and profitability with quality workers.
• Built client base from new and existing customer relations
• selling and closing of personal loans up to $10,000 with or without collateral
• selling and closing of mortgages (refinances)
• selling and closing of debt consolidation loans
• collection of deliquent accounts
• Handling of office legal matters that involved the courts
• Credit analyst and approval of applications
• Filing of credit insurance for customers and follow up of claims
• Maintain client files and review for compliance
• daily cash management /paying of office bills
• Process and prepare business and government forms
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