Daisy Barthelemy
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Daisy Barthelemy Email & Phone Number

Small Business Approval Officer 1 at Bank of America
Location: Huntersville, North Carolina, United States 10 work roles 1 school
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Current company
Role
Small Business Approval Officer 1
Location
Huntersville, North Carolina, United States
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Who is Daisy Barthelemy? Overview

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Daisy Barthelemy is listed as Small Business Approval Officer 1 at Bank of America, a company with 232061 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Daisy Barthelemy.

Daisy Barthelemy previously worked as Corporate Underwriter at Bank Of America and Team Lead - Underwriting Credit Strategy SR Specialist at Better.Com. Daisy Barthelemy holds Psychology from University Of New Orleans.

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Email format at Bank of America

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Bank of America

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Profile bio

About Daisy Barthelemy

Level 6 underwriting specializing in analyzing complex income and assets for self-employed and high net worth individuals while maintaining high quality, low risks, and effective turn times to meet customer service satisfaction and compliance goals.

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Daisy Barthelemy's current company

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Bank of America
Bank Of America
Small Business Approval Officer 1
Plano, TX, US
Employees
232061
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10 roles

Daisy Barthelemy work experience

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Corporate Underwriter

Current

Plano, Texas, United States

May 2022 - Present

Team Lead - Underwriting Credit Strategy Sr Specialist

United States

*Assigned daily production goals for a team of 9 auditors. Production goal was 20-25 audits each day per auditor. The daily triage of these was used as discovery for underlying issues with system conditions, underwriter knowledge of policy and to reduce over conditioning for a conditional approval. Team reviewed over 17,000 loans in a 1.75 year period.

Jan 2020 - Mar 2022

Officer

Charlotte, North Carolina Area

Aug 2017 - Jan 2020

Corporate Underwriter

Charlotte North Carolina

Level 6 underwriter specializing in manual underwrites. Signing Authority up to 5 million. Less than 5% of underwriters achieve this level of authority*Analyzing complex income consisting of review of borrowers with multiple businesses that included pass-through companies, multiple rental properties, RSU income, Distribution income, Asset Depletion.

Oct 2016 - Jan 2020

Remote Underwriter

Paramount Equity Mortgage

*Evaluating the eligibility of potential borrowers for loan application processing. *Excellent knowledge of the loan processes and underwriting procedures to analyze applications and make credit decisions. Funded consistently 65 or greater DU loans per month. *Sufficient knowledge in using Encompass*Met borrower’s expectations for closing *Excellent.

Jul 2015 - Jul 2016

Corporate Underwriter

Bank Of America

Level 6 job duties, production and qualify notes similar to rehire position above. Signing Authority up to 2 million.

Jun 2012 - Jun 2015

Mortgage Operations Leader

Accenture

*Excellent knowledge of the loan processes and underwriting procedures to analyze applications and make credit decisions*Sufficient knowledge in using Encompass*Maintained good production and quality when underwriting*Manager a team of 15 underwriters by managing their daily goals of 2-3 new underwrites per day and closing 30-40 loan each per month.

Jul 2010 - Jun 2012

Senior Operation Officer

Daicorp Inc

*Review, analyze, and manually underwrite loans with complex income and assets to ensure soundness, business value and compliance with company and investor standards while providing direct communication*Manage a team of 15 underwriters > Coaching; team building; performance reviews; load-leveling, goal setting and maintaining quality standards for the.

Mar 2007 - Dec 2009

Regional Operations Manager

Bank Of America (Legacy)

Oversee and manager the daily operations of a region consisting of 13 to 15 branches*Responsible for hiring, training, and terminations for all processing staff of over 400 processors and Assistant Branch Managers. *Overseeing a pipeline up to 10K applications to underwriting per month. Production and qualify of region was in the 5% of department*Maintain.

Aug 2001 - Feb 2007
Team & coworkers

Colleagues at Bank of America

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1 education record

Daisy Barthelemy education

  • University Of New Orleans
    University Of New Orleans
    Psychology
FAQ

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What company does Daisy Barthelemy work for?

Daisy Barthelemy works for Bank of America.

What is Daisy Barthelemy's role at Bank of America?

Daisy Barthelemy is listed as Small Business Approval Officer 1 at Bank of America.

Where is Daisy Barthelemy based?

Daisy Barthelemy is based in Huntersville, North Carolina, United States while working with Bank of America.

What companies has Daisy Barthelemy worked for?

Daisy Barthelemy has worked for Bank Of America, Better.Com, Paramount Equity Mortgage, Accenture, and Daicorp Inc.

Who are Daisy Barthelemy's colleagues at Bank of America?

Daisy Barthelemy's colleagues at Bank of America include Gurjant Singh, Andrea Tolley, Charles Barnes, Melissa Halling, and Carolina Morales.

How can I contact Daisy Barthelemy?

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What schools did Daisy Barthelemy attend?

Daisy Barthelemy holds Psychology from University Of New Orleans.

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