Kimberly Spinks Robinson Email & Phone Number

Conyers, Georgia, United States

Offer products and services based on member’s needs. Meet and exceed member’s expectations and build a long-term relationship to enhance the financial wellness for our members. Performs daily member services such as account research and opening or closing accounts. Resolve member account discrepancies and assist with escalation of complex transactions when required. Submit applications and gather preliminary documents to originate, process, and close consumer loans. Assist… Show more Offer products and services based on member’s needs. Meet and exceed member’s expectations and build a long-term relationship to enhance the financial wellness for our members. Performs daily member services such as account research and opening or closing accounts. Resolve member account discrepancies and assist with escalation of complex transactions when required. Submit applications and gather preliminary documents to originate, process, and close consumer loans. Assist in servicing loans by processing items such as payoffs, refinances, address and name changes, payment extensions, etc. Process teller transactions such as deposits, withdrawals, transfers, and cashier checks. Show less

United States

Verified, prepared, and delivered change of circumstance and some initial disclosures for high performing loan originators in the southeast region. Duties included working in Encompass and verifying files to ensure they are accurate, complete, and in compliance with TRID prior to sending disclosures within three business days to meet federal regulations. Reviewed previous loan estimates and compared to current loan details to validate a change of circumstance is needed. Worked with closing… Show more Verified, prepared, and delivered change of circumstance and some initial disclosures for high performing loan originators in the southeast region. Duties included working in Encompass and verifying files to ensure they are accurate, complete, and in compliance with TRID prior to sending disclosures within three business days to meet federal regulations. Reviewed previous loan estimates and compared to current loan details to validate a change of circumstance is needed. Worked with closing department to ensure disclosures were sent in a timely manner prior to the closing disclosures being delivered. Performed review of initial disclosures to ensure all necessary documents were included to meet RESPA guidelines. Completed compliance training on an annual basis. Show less

Greater Atlanta Area

Provides support to Sales and Processing to ensure the timely and accurate distribution of re-disclosures in compliance with Federal and State regulations. Handles all re-disclosures as they arise and are submitted to the Disclosure Desk’s pipeline by Loan Originators and Processors. Validates if a changed circumstance exist and requires re-disclosure. Obtain and validate fees from the Title Company or Attorney when necessary. Acts as a liason between the processing team and Mortgage Loan… Show more Provides support to Sales and Processing to ensure the timely and accurate distribution of re-disclosures in compliance with Federal and State regulations. Handles all re-disclosures as they arise and are submitted to the Disclosure Desk’s pipeline by Loan Originators and Processors. Validates if a changed circumstance exist and requires re-disclosure. Obtain and validate fees from the Title Company or Attorney when necessary. Acts as a liason between the processing team and Mortgage Loan Originators. Bring to the immediate attention of the Supervisor/Manager any loans that are out of compliance for re-disclosure. Show less

Greater Atlanta Area

Processed payoff quotes/demands and line of credit request. Verified all fees to accurately generate a payoff quote and ran manual calculations on all payoff quotes processed to ensure figures are correct. Reviewed payoff wires received, initiated any necessary balance adjustments and reached out to all parties in cases where the funds were insufficient. Reviewed and verified all line of credit request for approval based on guidelines and policies which include verifying signatures, funds… Show more Processed payoff quotes/demands and line of credit request. Verified all fees to accurately generate a payoff quote and ran manual calculations on all payoff quotes processed to ensure figures are correct. Reviewed payoff wires received, initiated any necessary balance adjustments and reached out to all parties in cases where the funds were insufficient. Reviewed and verified all line of credit request for approval based on guidelines and policies which include verifying signatures, funds availability, ensuring forms have not been altered/reused and verifying certain request verbally with borrowers. Tracked all payoff quotes processed and line of credit request received on a daily log. Trained individuals selected by management on the Payoffs and Line of Credit process to use as backup when needed. Show less