Colette Meyer Email & Phone Number

Evaluate and analyze mortgage loan applications to determine eligibility and risk.Review and verify applicant income, assets, and creditworthiness.Ensure compliance with federal, state, and company lending guidelines and policies.Communicate effectively with loan officers, applicants, and other stakeholders to gather necessary information and clarify requirements.Prepare detailed reports and documentation for loan approval or denial decisions.Utilize underwriting software and tools to streamline the evaluation process and improve accuracy.Evaluated mortgage insurance applications to assess risk and eligibility.Analyzed applicant financial data, including income, credit history, and assets.Stayed updated on industry trends and changes in mortgage insurance regulations.Ensured compliance with insurance guidelines, regulations, and policies.Provided recommendations for mortgage insurance approval or denial based on risk assessment.Prepared loan package for outside investors for specialty loans.Prepared loan package to submit for VA loans.Prepared and analyzed various reports to support underwriting.Managed the setup and processing of wholesale loan applications.Reviewed loan documentation to ensure completeness and accuracy before submission.Coordinated with brokers and sales executives to resolve discrepancies and obtain missing information.Ensured compliance with wholesale lending guidelines and regulatory requirements.

Reviewed trust documents and financial statements to ensure accuracy and completeness.Administered and managed trust accounts, ensuring compliance with legal and regulatory requirements.Prepared detailed reports and documentation for trust account activities.Provided clients with guidance and support on trust-related matters.Submitted detailed reports to sell securities within trust account.Coordinate with outside brokers to ensure transfer account is setup for receiving assets.Prepared detailed report to submit for distribution of assets report.Prepared account with detalied reports and instructions for final distribution of trust account.

Provided administrative support to the bank tax department, including scheduling meetings and managing correspondence.Supported tax department staff in daily operations and special projects.Reviewed and prepared department payroll.Maintained sufficient office supplies needed for department.Coordinated and setup conference rooms for meetings and lunches.Assisted department with distribution of tax documents.