Cleo Keelen Email & Phone Number

Dallas, Texas, United States

• Responsible for administrative tasks in the Post Closing role for commercial and land loans. This includes preparing commitment and hello letters, modifications, extensions, document imaging, and file maintenance. Also.
• May be the point of contact for receiving, opening and assembling incoming title packages.
• Maintain physical files, ensuring documents are filed, stored on the shared drive and/or destroyed in accordance with company policy/practice
• Review all incoming loan documents received for receipt of original and critical documents including but not limited to promissory note, security agreement and guaranties; verify all documents have been signed by all.
• Ensure legal documents are recorded at the appropriate level for deeds, UCC, etc. Check in original loan docs, maintain pending queue and missing loan document report.
• Responsible for preparing land loan closings by reviewing contracts, lender term approvals, title commitments, tax certifications, draft documents, seller documents, and coordinating with title companies and attorneys.

Carrollton, Texas, United States

In-depth review of the file once assigned to me for Closing to ensure all of our information is accurate. Update any basic title information, escrows, vesting and other loan information.Review to ensure all renovation fees are matching the Max Mortgage Worksheet and are listed correctly on the Closing Disclosure. Order closing documents via or document.

Carrollton, Texas, United States

Basic input and Initial review of the file updating title information, escrows and title fees. Upon approval of the branch, initial CD is released to the borrowers.

Carrollton, Texas, United States

Authorized disbursement of funds when a loan has closed and all conditions have been met.

Plano, Texas

• Analyze customer financial status, credit and property evaluations to determine eligibility for loans.
• Review loan agreements to ensure complete and accurate information.
• Gather and verify loan documentation, which could include making outbound calls to customers.
• Provide first call resolution for customer concerns, accurately documenting, researching and resolving issues.
• Calculate customer’s income while utilizing the CLO system and Microsoft Excel Spreadsheet.
• Perform in-depth analysis of the applications in order for loans to fund.

Lewisville, TX

• Solicit Brokers and Realtors to perform property condition reports and exterior BPO’s orders on properties.
• Generate daily reports to report back the status of orders using Excel.
• Solicit Appraisers to complete an array of different appraisal products depending on the need of our Clients.
• Customer Service

Lewisville, TX

• Verified and confirm lender wires prior to funding on Texas loans.
• Approved funding wires
• Assigned and managed a daily pipeline of loans to funds
• Daily pull of the incoming wire report while utilizing Wells Fargo CEO.
• Balanced the payoff wire and fees to match the Closing Disclosure.
• Print and issue HOI, Vendor, and Broker checks to third parties.

Plano, TX

• Quality checked the Collateral Package which included the Deed of Trust, Note, Payment letter, Right to Cancel and additional compliance documents prior to documents being released for closing or reviewed once.
• Experience working with TRID.
• Reviewed Hazard/ Master insurance policy to ensure the property was properly insured. Re-viewed tax cert to ensure that taxes were paid or if any were currently due. Ensured the loan was being escrowed correctly.
• Worked with FNMA FHA and FHA streamline loan programs, FHLMC Open Access loan program, Texas A6 and conventional loan programs.
• Ensured fees were correct on the Closing Disclosure and loan was balanced prior to funding.

Irving, Texas, United States

• Quality checked the Deed of Trust, Title Report, Endorsed Note, HEC Loan Agreement and additional documents to ensure that they are correct and without errors. The documents are then uploaded to Lenstar where they are.

Irving, Texas, United States

• Approved or denied Probate documents. Which included Last Will and Testament, Letters of Testamentary, Quit Claim Deed, Sheriff Deed, Affidavit of Heir ship and additional documents.
• Data entry
• Opened, sort and uploaded mail items

Irving, Texas, United States

• Provide customer service and collections, both monetary and non-monetary, on reverse mort-gages to borrowers and their heirs. Educate callers on options and solutions.
• Selected for special team, using negotiation skills to provide opportunities to avoid foreclosure.
• Provide detailed information to ensure one call resolution to complete loss mitigation options such as, deed-in-lieu of foreclosure, short sale and refinance options.
• Completed minimum of 75 calls per day using manual dialing processes and Avaya dialer.
• Negotiate payment arrangements to cure default tax and insurance amounts.

Lewisville, Texas, United States

• Used probing skills to determine reason for delinquency, negotiated payment arrangements on past due mortgages and determined the best work out plan for borrowers.
• Discussed loss mitigation options, such as liquidation and loan modifications.
• Reviewed modification packets before submission to foreclosure prevention specialist for fi-nal review. Worked with FHLMC, FNMA, and GNMA loans.
• Utilized the LSAMS platform.

Plano, TX

• Responsible for entry escort, burglary and panic alarms via audio and video surveillance to ensure the safety of customers.
• Skilled at asking investigative questions to provide detailed incident reports.
• Contacted law enforcement when situation required.
• Trained new employees, supervised and assisted other operators.
• Created team building exercises to improve work skills and knowledge of procedures.
• Promoted from Customer Service Hybrid to Intervention Specialist then to a Senior Inter-vention Specialist.