Participated in planning for new services, lines of business, and assisted in reviewing contracts.Created agendas and communication materials for team meetings and assisted with travel arrangements.Improved operations by working with team members and clients to find workable solutions for both parties.Documented research findings and prepared reports for the CEO to present to clients and partners.Onboarded client accounts by reviewing and executing items associated with account setup.

Provided exceptional customer service to residents and their families, addressing concerns and providing support as needed.Developed and implemented new processes to improve operations and enhance resident experiences, resulting in increased satisfaction ratings and decreased costs.Managed a portfolio of key accounts, fostering strong client relationships and ensuring their success and satisfaction.Offered customized recommendations and solutions to customers on complex issues, ensuring frictionless engagement and maintaining high customer satisfaction scores.Documented recurring issues to support product quality programs and development, contributing to agent resources.

Effectively communicate status and expectations to internal staff, loan originators, closing agents and notary signers.Delivered outstanding customer support via phone and email while taking ownership of timely solutions.Consistently maintained personal/company quota for loan packages sent out per month (150 - 275 loans per month).Established positive relationships across the organization at all levels and worked cross-functionally with 5 departments.Guaranteed the accuracy and timeliness of loan documents sent out while prioritizing urgent loans (fast track files).Ensure data integrity by reviewing loan data in Point, DU/LP, Loan Transmittal and 1003.Verify lock information and final fee sheet are in compliance with loan originator compensation per company guidelines.Verify appraisal and credit documentation are not expired.Review loan for compliance with RESPA, RESPA tolerances, TILA and MDIA.Perform other duties as assigned, including assisting other team members and management as needed. Remain current on funding guidelines and compliance requirements.Utilize time management skills to stay on track with multiple loans at various stages of the funding process.

Conducted market research and analyzed property data to advise clients on optimal pricing strategies and investments.Actively sought new leads through prospecting, networking, and referrals, resulting in a 25% increase in client base.Negotiated contracts, facilitated property inspections, and coordinated closings to ensure smooth transactions for clients.Developed and executed comprehensive marketing plans to promote properties, leveraging digital platforms, print media, and open houses.

Verify borrower employment prior to funding (VOEs).Request Final Title Policies from various title companies.Upload and scan trailing documents (Title Policies and Original Deed of Trusts) into Encompass.Send collateral/Notes to warehouse banks and update log.Prepare loan/closing documents for funding review.Organize and scan closing documents into Encompass.Assists whenever possible with Funding and Post-Closing department tasks.Review formation documents to determine signing authority and prepare signature blocks.

Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures.Problem solve during doc drawing process with branches, investors, closing agents, and settlement agents.Provide quality customer service to branch offices, closing agents and departments over the phone, in writing, and e-mail.Perform loan audits according to of FHA, VA, and Conventional loan guidelines.Effectively communicate status and expectations to internal staff, attorneys, and escrow/title.Utilize time management skills to stay on track with multiple loans at various stages of the funding process.Request and analyze current real estate tax information.Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time.

Upload closed loan documents to Investor website.Ship and assign original Note collateral to appropriate Warehouse Bank.Send collateral to various warehouse banks, the original Note the borrower signs and an Allonge create, signed by Sovereign representative.MERS TransfersGood Bye letters- when loan is sold the borrower must receive a good bye letter notifying the transfer of loan to new servicer.Trailing docs - Recorded Mortgages and Final Title Policies due to Investors.Assist whenever possible with clearing outstanding trailing docs due and/or corrections to trailing docs received by investors.Prepare closing loan documents for Funding.Create a balance log of all Warehouse Bank lines and funds available.

Help organize and maintain communication calendar to ensure clear planning of essential messaging.Construct and execute strategies to integrate Kiva into Columbus' small business sector.Execute social media campaigns to promote entrepreneurs seeking funding.Design monthly newsletters to 800 subscribers.Provide oversight of ongoing projects and strategic initiatives within team.Participate in and contribute to brainstorming, marketing briefs, and creative reviews.Research and ideation as it relates to marketing opportunities around our catalog.Help create, execute, and analyze marketing programs to acquire, engage, convert and retain customers

Research current social media trends and audience preferencesAdministrate the creation and publishing of relevant, original, high-quality content (for all channels and ads)Create a regular publishing schedule and promote content through social advertising.Communicate with followers, respond to queries in a timely manner and monitor customer reviewsManage or oversee all social advertising campaigns on Facebook, Twitter, and Instagram

Assist various departments with daily tasks.Prepare legal paperwork accordingly and organize for court runner delivery.Recorded all incoming mail and parcels and data entered information into company database.Assisted marketing department by picking and packing promotional items for mailing.Prepare correspondence, communications, and basic legal documents