Athally Gonzalez Email & Phone Number

Grandview, Washington, United States

Prosser, Washington, United States

• Assist with accountant and client request that come through the shared email inbox • Scan in and autoflow tax workpapers (Bank Statements, 1098, 1099, W-2’s, etc.)• Schedule appointments for the house accountants• Coordinate office events and community activities• Providing clients and Third-Party necessary documents

Remote

• Proficient working in ResWare• Quality control review of executed final closing documents • Review recordable and supporting vesting documents (Deed of Trust, Quit Claim Deeds, Death Certificates and affidavits) • Working with internal departments, notaries, borrowers and lenders to obtain necessary corrections or delivery of original documents.• Review and prepare files for disbursement with all the necessary invoices, shipping labels and remittance information• Balance settlement statements and wires with lenders • Request and receive funding authorization from lender

Prosser, Washington, United States

• Assist with accountant and client request that come through the shared email inbox • Scan in and autoflow tax workpapers (Bank Statements, 1098, 1099, W-2’s, etc.)• Schedule appointments for the house accountants• Coordinate office events and community activities• Depositing and posting AR collections • Providing clients and Third-Party necessary documents

Kennewick, Washington, United States

• Review preliminary title to ensure a clear title can be delivered at closing• Balance closing settlement statements with lenders • Create the necessary disbursements for closing (utilities, taxes, commissions, etc.)• Schedule closing appointments • Assist assigned Escrow Officer with immediate needs for transactions • Maintaining files and records up to date thru closing

Seattle, Washington, United States

• Process and book all consumer-based loan applications, including Home Equity, while maintaining a minimum of $1,000,000 in personal pipeline at all time • Experience in underwriting policies and guidelines • Manage teller transactions to provide adequate approvals • Pull daily reports for operational purposes and to analyze any missed opportunities • Oversee a staff of 5 with daily operations while maintaining policy and procedure soundness • Transaction override authority of $250,000 • Schedule branch meetings, coaching, and trainings• Report branch plans and results to Branch Manager• Confident in outbound calling for new business while developing community partnerships • Knowledgeable in maintaining a successful book of business that generates quality cross sales and internal referrals

Seattle, Washington, United States

• Process loan applications - minimum of $500,000 pipeline at all times • Open consumer and business accounts • Keeping track of branch goals to report to the team• Process transactions- deposits, payments, withdraws, cashier checks - 90+ daily transactions

Seattle, Washington, United States

• Process transactions- deposits, payments, withdraws, cashier checks - 90+ daily transactions• Assisting with operational reports to ensure successful audit