Dedicated banking professional with over 30 plus year history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Checking mail daily to confirm specific disclosures are included to ensure loan numbers, borrowers’ names and dates match the loan.
Manages files for record retention and ensuring accurate documentation is saved for our internal records prior to being sent for long-term storage.
Partner with senior leaders and third-party vendors by providing additional details on files or disclosures that are being requested.
Research potential coaching opportunities and sharing feedback to management.
Provided guidance and assisted with training new hires.
Reviewed proper disclosures to ensure digital copies were saved to loan files.
Assisted with Texas Heloc’s to make sure we received the lien release and checking county websites for any changes regarding the Heloc’s.
Handled the Indiana Real Estate Acquisition of Licensee Information on a weekly basis for both Accurate Group and Service Link. Making sure all information is correct from title and reaching out to them with any corrections. Ensured a 100% accuracy when attaching the Indiana Real Estate Acquisition of Licensee Information to the borrowers file.
Reviewed multiple documents sent in by borrower to ensure accuracy so we can move the loan forward in a timely manner.
Reviewed pipeline daily and reached out to borrowers to ensure loans were moving forward in a timely manner.
Cleared Validation errors for other Document Specialist to they could move their loans forward.
Used my personal banker knowledge to educate other documentation specialists how to know if we would do an appraisal or not to make a better customer experience.
Amazing Customer Experience ( ACE ) Winner Star then Rock Star
Have had perfect call grading multiple times in my career
HERO 2x times in 2022 and a total of 14 lifetime wins