Description
Established customer pipeline took 1003 applications for conventional residential and commercial loans pulled and evaluated credit report submitted loan to lender ensuring proper financial analysis of potential new and existing borrowers throughout processing to funding. * Drove by properties with NOD filed with the County. Distributed promotional flyers personal contact with mortgagor and/or tenant. Probed for disposition related to property. Sold financial service. * Contacted delinquent mortgagors offering/educating on alternatives to foreclosure of property. Provided leads to Loss Mitigation staff on potential deals to reduce loss to mortgagor and investor. * Researched and verified tax status on collateral security throughout loan status responding to vendors and internal/external customers. Responded to legal citations summons related to delinquent property taxes referral of loans for chargeback and title claims when appropriate. Responded to faxes and emails and calls received from internal and external customers attorneys and governmental agencies. * Project design and development to implement automated mortgage escrow refund audit/review to replace manual review process ensuring accuracy and compliance with RESPA regulations/ corporate policies and procedures and Multi-State regulations. * Managed delivery of administrative supports for all resident accounts including checking/savings Special Needs Trusts SSA SSI SSDI payroll checks and SNAP/Medicare/Medicaid benefits validated and paid all bills (rent board medical dental utilities personal incidental funds travel funds insured resident spending adheres to financial management plans/established budgets managed non-profit Facebook page coordinated Food Bank activity for multiple residential homes trained lead workers staff on reporting financial spending responded to SSA DHS County and State monitoring/reviews assisted and monitored client resources including obtaining assets insurance burial plans plots.
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