Anna Jorgensen Email & Phone Number

Charlotte, North Carolina

Charlotte, North Carolina Area

Provide support and training to the retail management team and their operations staff via direct communication. Duties include document validation, verification, analysis, and the corresponding data entry. These duties include heavy interaction with vendors, internal customers, and external customers along with providing status updates and escalating issues to ensure the needs of our customers are met.Ensure daily, weekly, and monthly internally specified requirements surrounding successful new file setup, document review, closings, fundings are met along with customer satisfaction.Collaborate with sales, underwriting, closing, funding, and management teams to ensure the loans are being processed with attention to detail, accuracy, and within compliance with corporate, agency, and regulatory policies.Responsible for finding solutions to challenging scenarios or loan conditions with the ability to find creative and acceptable solutions for restructuring loans in addition to explaining conditions to brokersAddress, resolve and respond to any customer concerns related to the processing of the loan or broker experience as it relates to the underwriting approval and surrounding requirements while providing exceptional customer service.Communicate status updates and appropriately escalate issues and opportunities to meet the needs of clients.Ensure exceptional customer service by maintaining a thorough knowledge of lending programs, policies, pricing, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.Develop effective professional partnerships with all colleagues and external customers.

Charlotte, North Carolina

Provide support to Brokers and Account Executives via direct communication with external customers in both oral and written forms. Duties include document validation, verification, analysis, and the corresponding data entry. These duties include heavy interaction with vendors, internal customers, and external customers along with providing status updates and escalating issues to ensure the needs of our customers are met.Ensure daily, weekly and monthly internally specified requirements surrounding successful new file setup, document review, closings, fundings are met along with customer satisfaction.Collaborate with sales, underwriting, closing, funding, and management teams to ensure the loans are being processed with attention to detail, accuracy, and within compliance of corporate, agency and regulatory policies.Responsible for finding solutions to challenging scenarios or loan conditions with the ability to find creative and acceptable solutions for restructuring loans in addition to explaining conditions to brokersAddress, resolve and respond to any customer concerns related to the processing of the loan or broker experience as it relates to the underwriting approval and surrounding requirements while providing exceptional customer service.Communicate status updates and appropriately escalate issues and opportunities to meet the needs of clients.Ensure exceptional customer service by maintaining a thorough knowledge of lending programs, policies, pricing, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.Develop effective professional partnerships with all colleagues and external customers

Charlotte, North Carolina

Communicate with borrowers, loan originators, processing management and underwriters as required to ensure all parties are aware of loan status and any outstanding requirements. Meet daily, weekly and monthly requirements to ensure successful new files, welcome calls, closings, funding and most importantly the customer satisfaction. Responsible to find solutions to challenging scenarios or loan conditions and finding acceptable solutions to restructuring loans in addition to explaining conditions to borrowers and originators. Work with colleagues in sales, underwriting, closing, funding and management to ensure the loans in my pipeline are being processed. Address and work to resolve and respond to any customer concerns related to processing of the loan or their experience as it relates to underwriting approval and surrounding requirements while providing exceptional customer service. Maintain knowledge of lending programs, policies, procedures and regulatory requirements.

Work alongside loan officers in a productive environment. Perform specific task assigned by loan officer, ensure files move through processing and closing in a timely manner, establish appointments with clients, meet with clients to complete necessary documents, make copies, promptly respond to clients/agents questions and concerns, send weekly updates to clients and agents of loan status, accurately obtain and review applicants credit history, systematically store and maintain client data and files, properly prepare files for submission to processing, daily illustrated excellent customer service with clients, applicants to ensure client retention, efficiently stayed acquainted with loan officer’s daily schedule, processed documents including income, assets, employment.

Work alongside loan officers in a productive environment. Perform specific task assigned by loan officer, ensure files move through processing and closing in a timely manner, establish appointments with clients, meet with clients to complete necessary documents, make copies, promptly respond to clients/agents questions and concerns, send weekly updates to clients and agents of loan status, accurately obtain and review applicants credit history, systematically store and maintain client data and files, properly prepare files for submission to processing, daily illustrated excellent customer service with clients, applicants to ensure client retention, efficiently stayed acquainted with loan officer’s daily schedule, processed documents including income, assets, employment.

On a daily basis, administrative and clerical office functions are performed in a professional manner in accordance with prescribed DoDEA school regulations and policies to efficiently provide support to school administrators, staff members, students and parents. Receives visitors, determine nature of business, answer inquiries using appropriate resources. Keep all confidential information safe from inappropriate disclosure. Maintain office files in a secure manner, insuring access to authorized use. Maintain a positive and solution-oriented attitude when working with staff. Utilize communication techniques which encourage cooperation and contribute to the resolution of problems. Records are maintained confidentiality and ensure that all electronic and physical files include required data or documents IAW prescribed DoDEA regulation and policies, the freedom of information act and the privacy act. Maintain an adequate and current supply of required forms. Distribute tasks equitably to clerical staff. Maintain regulation binders of DOD, DS, and DSG regulations and issuance. Materials filed/posted as directed. Pertinent changes are routed as directed by the administration. Effectively and accurately accomplish the HR tasks assigned, such as accepting applications and in process all new employees, arrange for sub coverage, ensure all employees leave is supported by an SF 71a, report time and attendance prepare time cards for the entire school to include the local nationals, serve as the schools poc for the servicing finance office, DoDDS-E and CPO, assist in solving pay and leave discrepancies and maintains liaison with CPO, Finance and other agencies to provide information, maintain and track the 222 day work year for assistant principals. Set up and maintain all personnel files to include transcripts, personnel actions, performance appraisals and other information as directed.