TREASA GRAY

• Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
• Set up new customer accounts and updated existing profiles with latest information.
• Adhered to standards of quality and service as well as all compliance requirements.
• Collaborated with sales teams to ensure seamless onboarding of new accounts, resulting in smooth transitions and satisfied customers.

Worked closely with other departments to resolve any account-related issues quickly and efficiently, minimizing client impact.

• Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
• Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
• Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
• Collaborated with real estate agents and lenders to expedite closing times on property sales.
• Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
• Checked signatures and legal descriptions for accuracy and integrity.
• Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
• Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.

• Responsible for delivering all executed loan documents to the lender in a timely manner to ensure loans are disbursed when designated
• Responsible for the disbursement of all funds associated with loan files via wire or check
• Ensure upon disbursement of funds all ledgers are balanced
• Resolve any issues pertaining to the disbursement of the loan.

• Summarizing mortgage loan documentation for borrowers in real estate transactions
• Responsible for ensuring the proper execution of loan documents
• Responsible for notarizing executed loan documents
• Prepare final documentation to be delivered to the lender
• Assemble final documentation to be recorded by the county.

• Earned reputation for excellence in lending and managing team to operational goals
• Trained staff and sales representative, while generating new business and maintaining existing clients
• Ensured staff adherence to all federal mortgage policies and regulations
• Managed compliance issues while scheduling and performing real estate closing transactions
• Reconciled client accounts and disbursed funds as required
• Provided support to staff members as needed.
• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.

• Responsible for supervising clerical area
• Responsible for maintaining and reconciling office accounts
• Assisted owner with daily managerial procedures
• Generated new clients
• Processed refinance and purchase loans / Conventional & Commercial.

• Effectively gather the necessary information for residential loans
• Review and analyze documentation for submission to underwriter
• Prepare closing documents.

• Communicate with brokers and attorneys regarding loans
• Review underwriting conditions
• Resubmit files to clear underwriting conditions
• Prepare mortgage package for closing
• Wire or prepare draft for disbursement.

• Calculate mortgage figures FHA, VA & Conventional
• Input mortgage information for preparation of closing package.
• Reviewed funding packages by calculating fees and arranging for disbursement of loan funds.
• Produced closing instructions and coordinated with title company to monitor closing and funding.

• Reviewed applications for initial credit worthiness
• Recommended credit decision to underwriter
• Investigated brokers for approval.