Alexandra Rozzi Email and Phone Number

Colony Family Offices® assists ultra-high net worth families in managing the complexities of their wealth. Our service-first approach recognizes that each family is unique. We aim to provide our families with unbiased, independent and objective advice that is tailored with personalized service. We work with families to design, implement and monitor practical and durable strategies that are focused on the unique objectives of each family.•Obtain and process all client information and transactions•Creating profiles on new clients to keep track of their personal information•Handling billing inquiries from clients through phone calls, e-mails, faxes, or mail•Engage professionally in person, emails and on the phone to assist with every client need or issue•Handle complex relationships and high-profile portfolios, while providing service at the same level for ALL clients

• Process incoming mail of trailing documents, closing packages, and correspondent loanpackages.• Scan & upload final documents and closing packages to loan origination system.• Data entry based on types of documents received.• Communicate with correspondent lenders regarding outstanding final documents.• Communicate with title companies regarding outstanding final documents.• Respond to final document requests from Investors in a timely manner.• Ship final documents to investors or document custodians per investor guidelines.• Process final document submissions via paper file or electronic submission.• Attach Documents to Final Document Conditions in Loan Origination Software.• Identifying and track outstanding mortgage documents.• Corrects deficiencies and/or obtains missing documents including Mortgage, Deed of Trust, POA, Final title policy• Works with our legal team to complete research, satisfactions, releases, assignments and title claims• Monitors large pipeline and follows up with requests to 3rd parties ensuring corrections are received timely• Works with closing agents, investors, post-closing team and clients to correct errors• Keeps PCLender and Vision updated with all notes, comments, emails, etc. that relate to the status of the missing/deficient document

• Maintaining and monitoring project plans, project schedules, work hours, budgets, and expenditures.• Organizing, attending, and participating in stakeholder meetings.• Documenting and following up on important actions and decisions from meetings.• Preparing necessary presentation materials for meetings.• Ensuring project deadlines are met.• Determining project changes.• Providing administrative support as needed.• Undertaking project tasks as required.• Developing project strategies.• Ensuring projects adhere to frameworks and all documentation is maintained appropriately for each project.• Assess project risks and issues and provide solutions where applicable.• Ensure stakeholder views are managed towards the best solution.• Chair and facilitate meetings where appropriate and distribute minutes to all project team members.• Create a project management calendar for fulfilling each goal and objective.

• Responds to, researches & resolves escalated inquiries & complaints requiring special handling forwarded by business partners, management and/or senior business leaders.• Reviews in-process, closed or cancelled single loan/credit exceptions, modifications, claims, files, etc., individually or in aggregate to determine if processes/documents are in compliance with internal company requirements, contractual terms/conditions, insurer guidelines, investor requirements and/or government regulations and/or to perform remediation activities. • Performs intakes to determine appropriate course of action, conducting investigative steps to fully identify these issues, research product information, terms, conditions, etc., creating correspondence as needed, processing complex and/or corrective transactions.• Communicates with others to ensure resolution and negotiation of sensitive and time-critical matters.• Compiles information and prepares moderately complex reports; balances routine general expense accounts; assists with personnel record keeping; answers questions regarding business unit policies & procedures. • Creates and shares several system walkthroughs for requesting programs in an attempt to build up and maintain the Settlement Admin SharePoint site.• Audits TM’s profiles to ensure that our site remains compliant with the proper access to certain programs.• Communicates with internal business partners to ensure appropriate access is provided to team members and any unnecessary accesses are removed.

• Delivered new hire training side by side with an L&D facilitator as a subject matter expert for the ramp up of FHA Settlement in Charlotte• Reviewed mortgage documents within FHA/VA/USDA/B&P Settlement to ensure company and investor compliance• Subject Matter Expert for VA/USDA research and reviews• Provided assistance with escalated files partnering with other lines of business for resolution• Analyzed workout options for HAMP and Non-HAMP files by running evaluation tools to correct calculation errors• Managed pipeline of 35+ loans and maintains 100% quality on all files• Assisted manager and business analysts with process training and escalated issues• Created procedures to provide team members with additional assistance on process flow• Reviewed to ensure new modification was allowed under specific investor guidelines as listed in CLARA

• Originate high quality loans which meet WFHM guidelines while providing excellent customer service• Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures• Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in• Maintain knowledge of available loan products, processing procedures, underwriting procedures and general departmental guidelines.• Manage pipeline for all originated loans through closing and complete required management reports.

• Maintains as single point of contact to customer throughout the loss mitigation, liquidation, and foreclosure process while maintaining an understanding of the bankruptcy process.• Maintains and reviews all customer documentation required for review which differs for each person.• Ensures customers are notified and advised of current status, timelines, and obligations and responds to inquiries.• Manages an assigned pipeline of loans, and works directly with attorneys, title agents, and paralegals. • Effectively works in a team environment to achieve team/volume goals and provide superior customer service.• Participates in side by side trainings for new hires.• Assists in special projects (event loans) with higher importance and more urgency with extreme deadlines.• Review credit reports, titles, and document findings for underwriter review and customer knowledge.• Orders fees and costs associated with foreclosure processes.• Assists in auditing team member’s files before submitting over to underwriting for accuracy. • Top Performer 6+ consecutive months

• Keeping a high level of customer satisfaction• Writing receipts, maintaining balance on register and handling cash flow for store• Reviewing store sale numbers at the end of the night • Assists in managing store inventory• Assists in buying new product• Responsible for opening and closing the store independently• Maintains all marketing and social media

• Maintains excellent customer service satisfaction • De-escalating situations with customers who have billing/technical issues. • Responsible for display changes and updates in store.• Manages and maintains inventory within store.• Assists with Apple training classes for the public.• Assists with selling products.• Assists with the team meeting monthly quota.• Handled store revenue and confirmed cash deposits at night end.