Danielle Roberson Email & Phone Number

Indianapolis, Indiana, United States

• Perform a thorough review and analysis of borrower's credit, income and assets, appraisals, title and insurance information as required by loan program before submitting the file to underwriting.
• Read and reviewed financial documents in order to make sound financial decisions
• Provide support to loan officer and underwriting teams by ensuring the timely, judicious and accurate processing of mortgages.
• Assisted Loan Officer in building relationships and providing ultimate customer satisfaction to our Real Estate Partners
• Worked closely with HCC team, loan officers, Borrowers, attorneys, title and escrow companies to assure well-coordinated and timely loan closings meeting Borrowers’ closing deadlines
• When requested, directly communicate with customer in writing and by telephone to obtain missing documentation required for the loan.

Indianapolis, Indiana, United States

• Responsible for processing loans from set-up to closing by verifying, compiling and entering borrower information into loan processing systems.
• Submit mortgage loan application les for underwriting approval, and creates and mails approval or denial letters to applicants.
• Communicated directly with the inside/outside vendors regarding errors and follow up items
• Communicate with various companies to obtain vendor information including, but not limited to, verification of employment, flood certificate, title commitment, and payoff information.
• Completed Post Closing functions on all mortgage loans, including Auditing closed loan files for accuracy, funding loans timely and accurately
• Recorded mortgages and mortgage releases paying off debts and liens

Indianapolis, Indiana, United States

• Processed consumer loan requests; provided all necessary loan product information, accurately completed loan application, accurately disbursed loan according to requirements, cross sold additional products and.
• Provided general financial literacy principles regarding savings plans and preparation of realistic personal budgets
• Processed new account requests to include providing all necessary product information, accurately completed account application and all related documents, assessed financial lifestyle and needs of member with a focus.
• Received members in person and either processes their request, or referred the member to the appropriate staff member
• Trained others in applicable policies, including, check cashing, identification and security
• Educated members on electronic and automated service options

Indianapolis, Indiana, United States

• Controlled for day-to-day operations of the branch and assisted the branch manager with managerial, and administrative functions.
• Maintained communication between the branch and management by preparing daily, weekly, and month-end reports regarding operations and productivity.
• Formulated recommendations and provides feedback to management regarding operational policies and procedures.
• Maintained control over audit procedures to ensure compliance with controls.
• Assisted in ensuring that the branch is in compliance with federal laws and regulations set forth by the national credit union administration and other regulatory agencies.
• Monitored branch activity, including the number of transactions, loan volume, product volume, etc.

Indianapolis, Indiana, United States

• Received members in person and either completed their request, or referred the member to the appropriate staff member
• Identified and capitalized on opportunities to promote and refer new services or products.
• Completed opening and closing procedures, processed night drop, ATM, coin machine and daily MSR scanning.
• Received and handled financial transactions of all types, including; deposits, withdrawals, transfers, cash advances, payments and negotiable items, ensuring sufficiency of funds and proper endorsement on negotiable.
• Entered transactions into Credit Union system, recording all transactions and producing customer receipts.
• Opened and closed teller terminal, maintained proper amount of currency in drawer, accounts for assigned cash, checks and other monetary instruments and transactions.

Indianapolis, Indiana, United States

• Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier’s checks.
• Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.
• Assisted clients with various questions and concerns related to their accounts and bank products.
• Helped customers open and close checking accounts, credit cards, savings accounts, personal loans, and mortgages.

Indianapolis, Indiana, United States

• Collected and deposited money into accounts
• Disbursed funds from cash accounts to pay bills or invoices
• Kept records of collections and disbursements
• Ensured accounts were balanced