Chanda Nelson Email & Phone Number

United States

Responsible for assisting and interviewing members and prospective members to provide information on obtaining amortgage and evaluating loan data to ensure loans meet eligibility guidelines of Suncoast Credit Union and obtainssupport documentation from applicants as needed.• Review and discusses details with prospective members and gather additional information anddocumentation necessary to ensure timely loan decisions.• Maintains effective communication with all members/applicants to ensure timely decisions occur.• Reviews and analyzes all documentation received to determine acceptability based on portfolio or investorguidelines. Make recommendations and submits accurate applications with required supportingdocumentation.• Perform underwriting decisions based on income (W2 wages earned, self-employment: Schedule C), assetsand credit.• Completes Home Mortgage Disclosure Act government monitoring information and records accurate data inthe origination systems for reporting purposes.• Produces updated disclosures and explains contents of same, which can include term of loan, rate, APR,closing costs, payment options, variable rate plans and documentation requirements.• Maintains knowledge and understanding of current trends, laws, issues and best practices affecting are ofexpertise. Attends educational events that will increase professional knowledge that will be beneficial to myrole and the credit union. Completes and maintains annual Compliance training.

Tampa, Florida, United States

Responsible for managing day to day sales and support with applications coming from the web, in-bound phoneinquiries and referral sources. Ensuring that the members loan requests meet their needs, review credit, reviewautomated underwriting decisions, follow up on initial document request from borrowers and prepare loans forunderwriting review.• Counsels members on mortgage loan options as determined by the current product guidelines; and gathersadditional information and documentation necessary to ensure timely loan decisions..• Engagement with community organizations to develop a circle of influence for referrals. Including but notlimited to participation in realtor events and activities, lead groups and local chamber membership.• Proactively solicits new residential mortgage business and represent Suncoast Credit Union in the market.• Develops and maintain referral contacts and professional relationships with realtors, builders, etc.• Engages in community involvement (Give Back Initiatives)• Maintains knowledge and understanding of current trends, laws, issues and best practices affecting are ofexpertise. Attends educational events that will increase professional knowledge that will be beneficial to myrole and the credit union. Completes and maintains annual Compliance training.

Tampa, Florida, United States

Responsible for assisting and interviewing members and prospective members at the by phone and at the branch toprovide information on obtaining a mortgage and evaluating loan data to ensure loans meet eligibility guidelines ofSuncoast Credit Union and obtains support documentation from applicants as needed.• Review and discusses details with prospective member and gathers additional information anddocumentation necessary to ensure timely loan decisions.• Explains preliminary disclosures and other documents that will be mailed to applicants along withinstructions for next steps for applicants. And Ensuring applicants understanding and answers questions.• Obtains the intent to proceed from each applicant after applicant has received the loan estimate.• Reviews and analyzes all documentation received to determine acceptability based on portfolio or investorguidelines. Make recommendations and submits accurate applications with required supportingdocumentation to Underwriter.• Completes Home Mortgage Disclosure Act government monitoring information and records accurate data inthe origination systems for reporting purposes.• Produces updated disclosures and explains contents of same, which can include term of loan, rate, APR,closing costs, payment options, variable rate plans and documentation requirements.• Maintains knowledge and understanding of current trends, laws, issues and best practices affecting are ofexpertise. Attends educational events that will increase professional knowledge that will be beneficial to myrole and the credit union. Completes and maintains annual Compliance training.

Tampa, Florida, United States

Responsible for answering a variety of phone calls and other communications from members and staff regardingMortgage applications, status inquiries, rates, available mortgage options and servicing requests.• Answer incoming calls from members regarding program information and guidelines, requests and statusupdates for first Mortgages and Consumer Mortgages.• Takes application information from members by phone and enter data in the Mortgage loan system.• Notifies members of the decision regarding their Mortgage loan application by phone and when necessary,may also prepare and mail Regulation B letters to advise members of additional information that may beneeded to make a decision.• Review sales contracts, verification of income, tax returns and loan requests provided by members; andrecommend decision.• Provide members with disclosures by mail which explains the term of the loan, rate, APR, monthly payment,closing costs, variable rate information and document requirements.• When assigned, review and service loan requests for release of co-borrower, Sponsorship release,Assumptions and Balloon Conversion refinance requests.

Bachelor Of Applied Science - Basc, Business, Management, Marketing, And Related Support Services

Bachelor Of Applied Science - Basc, Marketing

Bachelor Of Applied Science - Basc, Business, Management, Marketing, And Related Support Services

Associate Of Science - As