Heather Davis Email & Phone Number

Generate and share monthly billings, review incoming invoices for draw and replacement reserve request. Analyze financial statements and rent rolls for individual projects, while maintaining the day-to-day servicing request by the clients with the Asset Managers.

Manage team projects and internal audits while assisting in creating policies and procedures for post-closing. Day-to-Day operations of delivery and construction specialist functions.

Deliver loans to the agencies while monitoring and creating FHA case binders. Review and correct certification issues. Completing MERS confirmations, transfers, reports, the MERS admin. Reviewing construction draw request and disbursements. Monitoring, obtaining, and uploading trailing documents.

Generated closing documents for HELOC's and Land Loans. Booked loans into CSI, reviewed closing packages for accuracy, and assisted with participation payments.

Assisted in opening a new retail branch, processed transactions, reviewed reports, and ordered currency.