Chad Samulak Email & Phone Number

Angola, Indiana, United States

Monitored inbound Lock Desk work queues and email inboxes. Confirm and extend rate locks within Optimal Blue PPE and Encompass LOS. Lock loans with investors and add info into LOS (take out, price, investor) for best efforts locks. Clear Mavent Report Alerts and Fails for ATR/QM, High Cost, and HPML to fix APR issues. Communicated with Loan Officers to address APR or Fee Threshold issues. Price scenarios and updated pricing on locked loans for loan officers. Completed lock related Change of Circumstance requests. Register loans to specific investors based upon prior underwritten requests. Kept up to date with working investors for changes.

Angola, Indiana, United States

• Operated on a remote basis with the Secondary Markets Team to carry out the administration of the rate lock desk assigned duties.• Spearheaded all aspects of a wide range of projects from inception through to completion in a timely and effective manner.• Served in an integral role by securing the best effort or mandatory rate lock commitments/tracking through loan sale while administering the registration of loans with secondary market investors.• Delivered exceptional customer service to internal and external customers.• Oversaw the inventory of locked loans by performing the evaluation and approval of rate lock actions, including lock requests, relocks, off-sheet pricing locks, and renegotiations and extensions.• Conducted the troubleshooting of pricing discrepancies with the implementation of steps to resolve issues.• Effectively employed Microsoft Outlook, Encompass, Optimal Blue, Fintech software, and Investor Website Portals on a daily basis.• Performed the tracking and monitoring of pull through, loan change requests, program updates, and lock extensions while enforcing costs associated with changes.• Established and cultivated close and lasting relationships with investors to maintain good standing with secondary market partners. • Acted as a point of contact for internal and external teams in cross functioning fashion. • Registered Loan Officer and Processor team members within investor portals setting permissions.• Administered the evaluation and assessment of loan sale Purchase Advices and executed the accurate entry of these into the company reporting system and clearing hedge line.• Obtained and maintained a thorough and up-to-date knowledge of documentation regulations on risks, opportunities, and changes within the financial industry.• Undertook and completed monthly regulation and compliance training of RESPA and yearly MLO Licensing continuing education.• Performed other duties/projects as assigned.

Angola, Indiana, United States

• Operated with a strong and ongoing focus on meeting and exceeding team and individual sales, production goals, and objectives.• Facilitated interviews with applicants to obtain a strong understand of their goals and needs and recommended appropriate products, terms, and pricing to meet these needs.• Carried out the administration of applications, performed preliminary reviews, and submitted completed loan applications to processing and underwriting.• Guaranteed that all documents required for processing, underwriting, and closing were secured in a timely manner.• Effectively executed daily marketing activities and responded to incoming calls to provide support with customer inquiries.• Charged with engaging in monthly regulation training to maintain expertise, including RESPA compliance and other areas.

Angola, Indiana, United States

• Started as Team Lead with Loansifter and later transitioned to Content Processing team member.• Maintained Optimal Blue Fintech Product Pricing Engine within the Financial Services Industry.• Searched for and identified specialty products to determine if products could be supported by the system.• Played a key role by overseeing and leading projects from start to finish, as well as contributing to business and pricing projects.• Closely collaborated with a remote team to perform various tasks through employment of expertise in the mortgage origination industry and strong quantitative skills.• Administered investor updates by evaluating rate sheets and guidelines and comparing them to existing information to identify whether a change to the rule was necessary.• Performed the timely and accurate entry of data on investor mortgage rates to guarantee the pricing engine was updated on a daily basis.• Tasked with executing test tasks, system functionality testing, and content audits with an emphasis on accuracy.• Conducted in-depth analysis into new investor product documentation relating to implementation in the Optimal Blue Product and Pricing Engine.

Angola, Indiana, United States

Angola, Indiana, United States

Fort Wayne, Indiana, United States