Bridget Turner Email and Phone Number

 Reviewing legal collateral documentation for residential loans including the note, mortgage, modifications, title policies, related riders, addendums and Assignment/Endorsement chains; identify deficiencies and conduct appropriate exception cures; assisted custodians BNYM and HSBC in their collateral review process working with CEMA documents as well as purchase loans and refinances Evaluating residential loans for compliance qualifications, identify potential cures and violations and carry out the cures Identifying data deficiencies and exceptions between collateral documentation and mortgage servicing system data; conducting appropriate cures Providing data mapping assistance between the clients mortgaging servicing system and new investors servicing system

Performed effectively and efficiently as an independent loan originatorManaged the loan processes for Conventional, FHA, VA and subprime loansCultivated new origination business from Realtors, builders and directly from potential borrowers through purchasesPromoted Texas Home Funding to potential customers via customer referral sources through purchases and refinances. Consulted and educated customers on options for services provided: healthcare, disability, and life insurance needs

Assisted and initiated with the primary PLC calls to and follow-ups with prospective borrowers, business partners, corporations & realtors from various lead sources.Established a relationship with all customers and eventually convert the lead into an application.Assisted the primary PLC with originating loan applications and entering customer data into the AdvantEdge system; analyzing credit data; discussed the loan processing/closing steps with the customer; build loan files which are then forwarded to the applicable central processing unit for processing.Studied and became an expert on Countrywide loan programs and guidelines; Studied and became an expert on AdvantEdge.Assisted and advised the primary PLC with potential borrowers on appropriate loan programs and the loan process.Assisted the primary PLC, the central processing unit and the customer with issues that arise while the loan was being processed.Participated in sales and training meeting.

Performed effectively and efficiently as an independent loan originatorManaged the loan processes for Conventional, FHA, VA and subprime loansCultivated new origination business from Realtors, builders and directly from potential borrowers through purchasesPromoted Texas Home Funding to potential customers via customer referral sources through purchases and refinances. Consulted and educated customers on options for services provided: healthcare, disability, and life insurance needs

Managed and maximized customer relationships to ensure continued customer satisfaction, retention and loyalty needed to generate business to meet goals by partnering with retail lending, business banking and investment sales.

Prepared and presented daily reports to advisors for services rendered through clients concerning execution of complex problems Filing and maintaining updated client profilesKeeping call sheets, meetings and calendaringConference room maintenanceOrdering materials, scanning and replication

Ensured that clients received superior service and support with top level advisors Met with new potential clients and successfully organized meetings with advisors and clientsAttended phone calls, kept call sheets, actions, and calendarsOrdered supplies, scanning and photocopyingResponsible for typing reports, memos and other correspondence

Developed a financial portfolio for individuals and businesses to assist with retirement and estate planning, debt management, insurance provisions and asset allocation recommendations to achieve optimum returns on investmentsLicenses - Series 6, 63, 65, 7 and 31, Group 1 Insurance, Notary Public

Resolved customer problems in a timely and accurate manner through adjustment processing and customer service

Acted as a catalyst for change via delivery sustained and continuous improvementsDeveloped and documented proper methods and standard to be used in each area of the warehouse; trained management and hourly association on best methodsAdvised on technical problems and critically reviewed programs and reports for attainment of objectives to determine the feasibility of various advanced engineering approaches, to define concepts and criteria for future programs or to resolve major controversial problems in current programs