Jordan Sharp Email & Phone Number

Paris, Il, Us

Paris, Il

Provide exemplary customer service, present existing and prospective customer individualized policy options, quote calculations, answer questions and troubleshoot challenges. Present a high level of customer service when resolving billing, policy change, coverage, and claim issues.

Identified, analyzed and evaluated loan risks and compensating factors. Ensured loans were approved within the terms of the bank and/or investor standards and procedures, regulatory underwriting guidelines. Approved, suspended or denied loan applications based on loan authority. Reviewed appraisals and ensured that risks were appropriate and met all guidelines of the loan product. Analyzed tax returns and profit and loss statements of self-employed applicants. Reviewed applicant’s credit and investigated derogatory credit reporting. Ensured that assets met closing requirements and the acceptable levels of reserves would remain after closing. Assisted and answered questions of mortgage loan personnel regarding policies and procedures. Reviewed investor bulletins and ensured proper communication of changes was made with management, team, and mortgage personnel.

Locked interest rates with investors according to the loan term, rate, and price the lender requests. Paired off contracts as necessary with investors. Processed daily payoffs, remit and report payoffs to investors. Processed payments and payoffs for loans serviced by others. Tracked REO expenses for investor properties and requested reimbursement from investors. Processed and cleared edits from investors daily and monthly as necessary. Reported private mortgage insurance cancellations to investors. Reported delinquencies to appropriate investor. Reported short sales, deed in lieu, and sheriff sales to investors, track property conditions, and taxes paid. Created and maintained procedures for daily responsibilities and investor changes. Imported loan data into investor selling system and sent loan documents to the document custodian. Monitored investor score card and made improvements as needed.

Zanesville, Ohio

Completed quality control and edited files. Communicated with lending and underwriting teams for resolutions needed for loan files. Recorded input errors within tracking system. Completed maintenance and research requests for customers and internal partners. Monitored and balanced general ledger accounts. Inputted new files to E3, Flex Connect, Encompass and Navigator. Inputted block work for new loans, other areas, and departments as needed. Completed boarding data sheets and input loans according to deadlines. Assisted collateral team with posting payoffs and providing requested payoff quotes to internal and third parties. Assisted vault team with file request and check out on system accordingly. Assisted with bankruptcy coding on an as need basis. Assisted management with special projects, testing, and reporting.

Columbus, Oh

Assist our Tax Vendor to ensure tax payments are made timely and accurately and regulatory requirements are met. Provide timely and accurate resolution to escalated issues, coordinate calibration sessions, create and update procedures, communicate scorecard results, compile daily, weekly, and monthly management reports, payments, vendor access, compliance adherence and other support as needed. Ensure adequate controls are in place to reduce business risk. Perform tax reporting tax calculations and perform any necessary research. Professionally communicate with the tax vendor on escalated research issues. Ensure all procedures are reviewed annually and provide coaching and development for team members.

Columbus, Ohio

Assisted our Tax Vendor to ensure tax payments are made in a timely manner. Performed research on default tax escalations that came in from email and mail. Researched accounts where the homeowner is requesting to remove escrow which was forced due to delinquent taxes. Performed research on default tax escalation for Freddie Mac and Fannie Mae loans. Provided customers with rush proof of payments for taxes paid. Performed research on accounts flagged with incorrect legal description and communicate with the legal department as needed. Called customers impacted by tax errors.

Columbus, Oh

Assisted customers who called in with question regarding their escrow analysis. Responded to customer inquires sent through Chase Online Secure Message Center. Participated in the pilot launch of CoBrowse. Performed research on escalated escrow accounts. Assisted new Customer Care Professionals with questions. Created and distributed training packet for new Escrow Analysis Customer Care Professionals. Helped build team spirit with “Awesome Mondays.” Recognized for “Top Sales of the Month.” Recognized multiple times as “Exceeding Expectations.”

Lancaster, Oh

Manage a team of 2-6 staffers. Provided high end customer service and rapport. Track store inventory, supply and demand, and ordering. Track store progress and overall customer satisfaction and research areas of improvement. Provide feedback and coaching to employees. Prepared food and beverage orders according to company policy.