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.

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.

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.

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.

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.

Economics; Spanish

Education record

Education record