Ash N. Email & Phone Number

Preparing financial paperwork and processing transactions for clients.Processing credit applications, analyzing results and troubleshooting applications with lenders.Communicated with sales team and customers to help resolve financial stipulations for lender approval ofloans.Process and clear FTC Red Flag rule.Strong data entry within OEM and lender programs, ensuring quick turnaround of client applications.

Analyzed conditions and legal requirements of real estate loan commitments.Prepared all loan documents and closing instructions for escrow and title companiesCoordinating workloads and files with legal counsel, correspondents, title companies, escrow services andborrowers. Collaborated with legal counsel, correspondent, title and escrow companies to clarify requirements andestablish funding schedules.Prepared preliminary settlement statements and loan closing instructions for review by title companies andclosing agents.Created draft and final loan documents to support loan funding timelines.Review preliminary title reports for conditions effecting the Company's first lien position and/orunderlying collateral quality.Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.

Ran daily spreadsheets and generated reports reflecting total applications of previous day for disability andlife coverage in district.Checked documentation for accuracy and validity, auditing it against trends and forecasts.Collaborated with sales team, managers, and district presidents on relaying accurate client information andgenerated number for campaigns.Worked as go-to for all questions and concerns from district, updating appropriate paperwork anddetermined eligibility of client as per union guidelines and contract.Communicated with eligible clients and enrolled in preferred programs, troubleshooting claims andloading missing/updated information.Heavy data entry for client applications, with emphasis on accuracy and timely processing for medical claims and billing errors.