Lee Phelps Email and Phone Number

Compliance and TRID mortgage analyst, QC related to reviewing other analyst work product of Fannie Mae/Freddie Mac, Non Agency Jumbo loan reviews. Full mortgage reviews of compliance, income calculations and appraisals. Reviewed client facing conditions or "stips". Pre COVID Quality Manager working with assigned team including training tasks.

Employed on projects for mortgage related due diligence or asset sales. Through understanding of past and current mortgage environment. Use of Clayton proprietory computer systems for customer reports. .

Due Diligence Underwriting or forensic underwriting. Main client being the largest Mortgage Insurance in the US. Reviewed loans to Fannie Mae/Freddie Mac/portfolio guidelines. Supervised HARP underwriting for the same client. Further due diligence work done for lender working with the Office of the Comptroller prior to their OCC settlement.

Mortgage Processing for FHA/VA/Conventional loans

Originated residential 1st mortgages for purchase, refinance and construction/permanent, primary Fannie Mae conforming products including 1st time homebuyer programs within the state of Florida.Financial consulting with GLC Group for the mortgage industry

Originated purchase money, refinance residential 1st mortgages and construction/Permanent loans over a 3 county area. From various sources : realtor, past customers, builders, bank branch officesCross sold bank products in communication with branch offices

Member of President's Club for high producers in originating residential 1st mortgages as Conventional, Construction/Permanent and VA loans from branch and executive office referrals, builder and realtor referrals and past customers referrals and repeat business.Opened and operated a SunTrust Joint Venture Mortgage company with a local Brandon builder. Assisted branch offices with mortgage training

Underwrote $300 Million in conventional and jumbo residential mortgagebusiness, products included secondary marketing and portfolio programs.Individual loan authorityReported to senior management in loan review committeeDeveloped Excellence In Sales training course.