Collette D. Email & Phone Number

Brentwood, Tennessee, United States

San Diego, California

Responsible for reviewing all closing related documents within Encompass, including purchase agreements and addendums, title commitments, tax documentation, invoices, HOI/Flood policies, and appraisals.Preparation of general closing instructions and Closing Disclosure while also balancing with title/escrow on Conventional, FHA, VA and USDA purchases and refinances.Overseeing the re-disclosure queue in order to send out CDs with COC disclosures when required.Handling a large pipeline of files for multiple branches throughout the United States.

San Diego, Ca

Responsible for the review of all account orders and supporting documentation.Submission and completion of all rapid resolve orders to Experian, Transunion and Equifax credit bureaus.Receive an average of 120 confirmations of completed orders per day and input results into Funding Suite software.Customer service provided by troubleshooting and resolving orders via email and telephone.

Assisted clients with navigating and understanding Cogent Road software programs and mortgage credit reports for their borrowers.Direct contact with clients in need of troubleshooting and solutions for internal credit report updating and credit bureau orders.Handled online chat support, e-mail and customer service phone calls for clients nationwide.

Input all client information into Point database during application process.Organized the stacking order of files, prepared files for submission for in-house and broker lending and ordered title, escrow and appraisals. Satisfying all conditions prior to closing and funding.Supported several agents within the branch in managing an average of 25 files per month.

Responsible for handling an average of 3,000 incoming calls per week from 7 different Southern California Williams’ locations.Managed scheduling of training rooms, 6 conference rooms, client appointments and conference bridges. Cordially and professionally greeted and directed clients to conference rooms and offices.Handled sorting and distribution of mail, incoming and outgoing shipping for UPS, Airborne and FedEx accounts and other general office duties.