Devin Donaldson Email & Phone Number

Beverly Hills, Ca

Beverly Hills, Ca

Responsible for organizing mortgage bankers' communication channels. Under direction of the mortgage banker, help change/extend loans and request pricing exceptions as needed. Prepare pre-approval letters. Check, verify and enter data for mortgage loan application. Conduct regular pipeline reviews. Inspect and assess team response and turn times to minimize lock expirations, missed contingency and keep closings on schedule. Initiate follow-up closing conversation with client – confirms scheduled closing date, time, location of closing, etc.

Develop an in-depth understanding of assigned portfolios and varying loan products (CRE loans, AG loans, SBA loans, etc.) to provide quality customer service while protecting bank assets. Evaluate complex notes and agreements to achieve proper boarding and accounting entriesEnsures compliance with Federal and State regulations by monitoring loan portfolio and submitting requests for certification/validation by account officers. Interface with commercial lenders, credit officers, and various internal departments. Interfaces with the commercial loan documentation unit for mutual concurrence on loan accounting structure and disposition of loan documents.

San Francisco Bay Area

Closing Duties:Confirms closing dates, location, required documents, and funds due at closing with borrowers and necessary team members. (Product types include: Recreational Consumer Loans, Higher-Priced Mortgage Loans, Recreational Corporate/Trust/LLC Loans)Responsible for preparing and distributing loan closing documents in accordance with closing instruction, compliance with corporate policies and procedures, as well as, compliance with all state and federal regulations and requirements (including but not limited to: TILA, Dodd-Frank, SAFE, AML, BSA, OFAC, US Patriot Act, CIP, etc.)Addresses inquiries and resolves deficiencies as presented by customers, vendors and internal staff, professionally and in a timely manner. Problem solving and critical thinking skills. Maintains open communication interdepartmentally, and within team members, team leaders and managers. Elevates issues as needed. Funding Duties:Performs final audit on all borrower documents presented pre-closing; audits for final verification of collateral ownership and identity. Reviews credit decisions administered by credit officers prior to funding, audits for compliance with all state and federal regulations and requirements (including but not limited to: TILA, ECOA, FCRA, FACTA, AML, BSA, OFAC, Dodd-Frank, US Patriot Act, CIP etc.)Differentiates between loan products (mortgage/recreational and individual/corporate/trust/LLC) and audits accordingly. Closely adheres to all requirements necessitated by federal agencies and regulatorsInitiates the disbursement of loan proceeds and comments on any action taken on loan; Prepares loan for boarding into the systemSuccessfully prioritizes in a high production lending environment. Maintains working knowledge of several technology platforms used to produce loan documents, process consumer applications and create contracts. (Including but not limited to: LaserPro, Appro Application Manager, Appro Operations Manager, Application Xtender)

Answered incoming customer and vendor calls, entered customer and dealer submitted credit applications and outside lender credit decisions for review Trained new Customer Service RepresentativesPerformed clerical duties including, but not limited to, creating reports and spreadsheets, setting up/maintaining digital files, copying and faxing documents, typing, sorting and distributing mail, and ordering and stocking office supplies

Developed efficiency enhancing workflows enabling easier retrieval of information by establishing an updated filing system for tracking available properties, and potential tenants & investors to improve inventory managementProcessed client documents and data including leases, consumer credit reports, background checks and eviction paperworkUtilized online advertising and social networking tools to market rentals and investment propertiesCreated and delivered marketing presentations and materials including: brochures, PowerPoint presentations, and multi-platform advertisements. Directed all administrative and project support efforts for multiple executives; managed daily tasks including faxing, copying, errands, dictation, scheduling, and screening and directing calls

Economics; Spanish

Education record

Education record