Cassandra Dawson Email & Phone Number

West Allis

Compile and analyze borrower information to successfully prepare accurate commercial loan documents. Utilize LaserPro/DepositPro to input all of the compiled data in an organized fashion and create standardized loan documents. Collaborate with our Legal Counsel to ensure loan documents meet all legal requirements.Proactively communicate with title companies to ensure receipt of accurate and complete title packages. Examine and analyze settlement statements, buyer and seller information, wire instructions, endorsements, affidavits, title commitments, deeds, etc., to ensure a smooth closing occurs.Request and obtain appropriate property insurance and vehicle insurance prior to all closings. Experience processing C&I and SBA loans.Log and process loan fees and wires with FTM (Financial Transaction Manager).Utilize Tri Data and Tools to enter verified wire instructions and wire information for approval.Regularly complete QC (Quality Control) checks on commercial loans. Utilize Simplifile to submit Mortgages and Assignment of Rents for recording in various counties. Pull Flood Certificates via Info-Pro Lender Services to ensure collateral properties aren’t in a flood zone or that they are properly insured. Navigate FIS/Insight to verify customer information, loan balances, interest due, escrow due, payments, collateral, escrow, etc. Ability to use Sageworks, Wisconsin Department of Financial Institutions website for UCC Filings, CRIS searches, pull OFACs, etc. to compile necessary data for successful loan closings.

Brookfield

Produced various deeds at an accelerated pace to be signed and notarized included but not limited to; General Warranty Deed, Special Warranty Deed, Deed in Lieu, Quit Claim Deed, etc. Assisted the EnTrust Title Group's Closing Department with a variety of other office tasks to ensure the office ran smoothly. Became familiar with the fast paced world of title and closings for residential real estate transactions.

Greater Milwaukee Area

Use critical thinking and analysis skills to decision high risk loans(loans in active bankruptcy/litigation & foreclosure) following all applicable federal, state, and internal guidelines. Contribute to the writing of procedures to benefit my team. Communicate effectively with real estate staff and colleagues nationwide. Work proactively with management and many other departments to continuously improve upon and streamline our high risk processes to provide the best servicing and end result possible for each customer. Order appraisals for various investors including Fannie Mae, Freddie Mac, VA, FHA, Bank & Private, and Wells Owned.Ordered credit reports.Utilized LIVE to track and process documents submitted from homeowners.Verified validity of documents submitted requesting short sale/deed in lieu of foreclosure Sent requests for updated documentation to homeowners nationwide to keep the process moving and ultimately help homeowners avoid foreclosure.

Wauwatosa Wi

Monitored work flow by delegating tasks and creating work orders for technicians.Set up appointments with clients.Conducted follow up calls to clients to maintain customer satisfaction.Processed daily invoices, which included ensuring the description of work was clear and concise, verifying hourly rates and product prices, and daily use of SQL ledger for invoicing needs.Acted as PC help desk answering service for hotel calls. Shipped, received, and packaged all products via UPS, USPS and Fed Ex.Created company brochures, excel charts, company mailing information, and various product marketing pieces.

Greenfield, Wisconsin, United States

Worked primarily as a cashier part time starting in High School and throughout College. Other roles included stocking shelves, carts, customer service, bagging, assisting in other departments, etc.

Greenfield Wi

Prepared the dinner cart in the kitchen, served meals, adhered to the dietary restrictions of each resident, as well as cleaned and sanitized the dinner cart and dishes in the kitchen after each shift.