Holly Mccoy Email & Phone Number

Newton, Il, Us

Newton, Il, Us

Effingham Il

 Generate daily, weekly, monthly and quarterly operational and financial reporting Develop and update reporting to meet changing operational objectives  Guide the operations team in creating new metrics & reports  Maintain data systems & gather missing data for accurate & consistent reporting Assist in developing & tracking incentive and bonus programs Review methodology and accuracy of new builds of other report writers

Effingham, Il

Provides support to the field administration and the executive team with a variety of operation and financial reporting.

United States

Managed an active pipeline between 25 to 60 loansDisclosed Good Faith Estimate in compliance with RESPABalanced needs of loan officers, customers, underwriters, management and compliancePrequalified borrowers for RD, CONV and FHA loans based on income, credit scores, LTV, DTI, & reservesCross-trained in preparing a HUD Settlement Statement and executing closings with title companies

Teutopolis, Il

Verified invoices were received and prices were correctProcessed invoices for paymentAlphabetized and filed invoicesQuoted pricing on materials for customers

Charleston, Il

Prepared client information for annual and quarterly reviewsProvided Financial Advisor’s & clients with account informationDetermined cost basis on client accountsContacted wholesale distributors for sale materials Assisted in the preparation of consults for potential clients