Trilvia Grier
Charlotte,NC
Summary
Experienced professional with a proven track record in customer relationship management and loan administration. Closed over $100 million in loans within a three-month period at Planet Home Lending, demonstrating exceptional skills in meeting and exceeding targets. Proficient in compliance management and adept at fostering teamwork, thriving in fast-paced environments while consistently delivering outstanding customer satisfaction and operational excellence.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Substitute Teacher
Charlotte Mecklenburg Schools
01.2024 - 06.2024
- Managed classroom environment, helping students learn in absence of regular teachers
- Maintained discipline and classroom control, fostering safe and positive learning environment
- Provided classroom teacher with written feedback on results of lessons and student behavior issues
- Guided learning process, achieving curriculum goals and objectives
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
Non-Delegated Account Manager
Planet Home Lending
02.2021 - 08.2022
- Company Overview: US
- Assisted customers in completing online applications for mortgage loans
- Review and Verified clients mortgage documents from clear to close to purchasing
- Monitored progress of loan applications throughout the entire process from start to finish
- Provided support during the underwriting process by collecting additional documentation when needed
- Verified all necessary forms were completed accurately according to company standards
- Three consecutive months closed over 100 million in loans
- Attended regular meetings with sales staff to discuss strategies for increasing business volume
- Updated existing database regularly with new customer information and changes in policies and procedures
- De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs
- US
Pre-Purchaser Mortgage Reviewer
Fifth Third Bank
09.2015 - 01.2021
- Company Overview: Charlotte, US
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals
- Built and maintained productive relationships with customers and internal partners
- Acted as main point of contact in matters relating to client concerns and needs
- Responded promptly to customer queries to increase overall satisfaction
- Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
- Supported continuous improvement initiatives by actively participating in team meetings, trainings, and workshops focused on enhancing reviewer skills and processes.
Loan Verification Analyst III
Wells Fargo Bank
01.2014 - 09.2015
- Company Overview: Charlotte, US
- Act as primary point of contact for all correspondent loan transactions
- Work with underwriting and purchasing department to collect information needed from correspondent and help to expedite the underwriting/purchasing process
- Within 5 months maintained a 3 day turn time and productivity error free
- Provided loan updated as needed to correspondent lender on files in underwriting or files being reviewed for purchase
- Serve as main point of contact as it pertains to loan status, loan scenarios and credit guidelines criteria
- Streamlined loan verification processes for increased efficiency and reduced turnaround times.
Loan Verification Analyst II
Wells Fargo Bank
09.2011 - 01.2014
- Company Overview: Charlotte, US
- Responsible for reviewing, auditing, researching, and validating affidavits data elements
- Assembles, creates, executes, and/or review loan documentation and associated reference source data materials purposes of verifying and preparing information and decisions in support of variety legal proceedings, including foreclosures
- Subject matter expert providing work direction to new hires and current employees that transition to peer review role
- Actively participates in ongoing efforts to improve team quality for both internal and external customers
- Charlotte, US
- Cultivated a positive work environment through open communication channels among team members and management staff alike for improved collaboration efforts.
- Evaluated loan requests and documents to verify accuracy and completeness.
Home Preservation Underwriter
Wells Fargo Bank
04.2009 - 09.2011
- Company Overview: Fort Mill, US
- Responsible for executing various legal documents used in foreclosure proceedings
- Performs manual mortgage calculations used in foreclosure proceedings
- 100% quality for 3 consecutive months
- Assist in training new hires
- Fort Mill, US
Live Answer Coordinator
Carolinas Healthcare Systems
03.2007 - 03.2009
- Company Overview: Charlotte, US
- Charlotte, US
Correspondent Mortgage Relationship Specialist
Wells Fargo Bank
11.2004 - 03.2007
- Company Overview: Fort Mill, US
- Fort Mill, US
Education
Some College (No Degree) - Business Administration
Belmont Abbey College
Belmont, NC05.2015
Skills
- Teamwork and Collaboration
- Customer Relationship Management (CRM)
- Customer Satisfaction/Complaint Handling
- Multi-Task Management
- Document Verification
- Decision Making
- Document Reviewer
- Compliance Management
- KYC/AML
- Effective Communication
- Quality Assurance
- Loan Administration
- Customer Service
- Data Entry
- Complaint Investigation
- Attention to Detail
- Relationship Building
- Subject Matter Expert
Certification
- CPR
- Notary
Volunteer Experience
Girl Scouts Leader, Hornets Nest Council, Charlotte, NC, Created engaging lesson plans for weekly meetings, incorporating educational elements such as outdoor exploration, community service projects, and financial literacy., Managed troop funds in accordance with policies and procedures., Supported and encouraged girls in attaining desired goals and awards., Maintained time and attendance forms and inventory lists.
Timeline
Substitute Teacher
Charlotte Mecklenburg Schools
01.2024 - 06.2024
Non-Delegated Account Manager
Planet Home Lending
02.2021 - 08.2022
Pre-Purchaser Mortgage Reviewer
Fifth Third Bank
09.2015 - 01.2021
Loan Verification Analyst III
Wells Fargo Bank
01.2014 - 09.2015
Loan Verification Analyst II
Wells Fargo Bank
09.2011 - 01.2014
Home Preservation Underwriter
Wells Fargo Bank
04.2009 - 09.2011
Live Answer Coordinator
Carolinas Healthcare Systems
03.2007 - 03.2009
Correspondent Mortgage Relationship Specialist
Wells Fargo Bank
11.2004 - 03.2007
Some College (No Degree) - Business Administration
Belmont Abbey College