Mortgage Funder/ Client Services Manager
CurrentFunder / Client Services Manager DECEMBER 2012 – CURRENT• Communicate with various teams along the funding process regarding incomplete/incorrectrequirements to clear the loans to fund.• Gather/prepare necessary documentation necessary to send to warehouses to fund loans daily.• Review/ Recommend/ Implement improvements and processes to minimize risk and exposure tokeep company in compliance with internal and external policies.• Communicate with internal and external clients after the loan funds to maintain a positiveexperience for our borrowers as well as internal and external clients.• Train Sales Teams in common customer challenges to insure the loan advisors are better equipped to provide an exceptional experience. • Document/ update changes in procedures as they occur. REVERSE LOAN ADVISOR MAY 2011 – DECEMBER 2012• Assisted senior customers in reviewing the advantages of a “Reverse” mortgage.• Advise each customer through the process of applying for their mortgage and ensuring they arecomfortable/ confident with the choice to utilize Royal United Mortgage as their provider.
