Windy Graham

Also input the customer information into Rocket Pro TPO software to get the customer approved to refinance or purchase real estate.

• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Evaluated loan requests and documents to verify accuracy and completeness.
• Approved loan applications based on customer creditworthiness and provided detailed financial advice.
• Checked loan documents for accuracy prior to closing.
• Processed loan applications and monitored progress from start to finish.
• Assisted customers with completing loan applications and other paperwork.
• Negotiated loan terms and conditions with customers to secure best deal.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.

• Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
• Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
• Explained very technical financial information to applicants in easy to understand language.
• Monitored pipelines to track and log status of loans.

• Updated account information to maintain customer records.
• Clarified customer issues and determined root cause of problems to resolve product or service complaints.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Processed customer service orders promptly to increase customer satisfaction.

• Helped with planning schedules and delegating assignments to meet coverage and service demands.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.