Lee C. Email & Phone Number

Highlands Ranch, Co

Responsible for processing loans after passing company quality control (QC) evaluation, through fundingKnowledge of FHA, VA, Fannie Mae and Freddie Mac GuidelinesSubmit loan applications to underwriter for review after running and understanding of DU/LP FindingsResponsible for communicating status and requirements with loan officers and QC staffObtain and verify loan documents from third parties including: Income, Assets, Credit, Home Insurance, Title, Appraisal,… Show more Responsible for processing loans after passing company quality control (QC) evaluation, through fundingKnowledge of FHA, VA, Fannie Mae and Freddie Mac GuidelinesSubmit loan applications to underwriter for review after running and understanding of DU/LP FindingsResponsible for communicating status and requirements with loan officers and QC staffObtain and verify loan documents from third parties including: Income, Assets, Credit, Home Insurance, Title, Appraisal, and SubordinationsWork with borrowers to obtain documentation required for loan approvalCoordinate closing documents and review final loan figures with Title Company, Closing Agents, Lender, and BorrowerManage pipeline of loans to ensure closing and lock dates are met in a timely fashion Show less

Denver, Colorado

• Assist and train other team members as needs or questions arise• Review loan scenarios for loan officers prior to pre-approval letters are generated and sent to borrowers• Review, Request, Collect, and follow up on documentation required for loan files• Review conditions for completeness prior to submission to underwriting• Prepare loan files for closing• Mail approval and denial letters to applicants

Thornton, Colorado

Assist and train other team members as needs or questions ariseReview loan scenarios for loan officers prior to pre-approval letters are generated and sent to borrowersReview, Request, Collect, and follow up on documentation required for loan filesReview conditions for completeness prior to submission to underwritingPrepare loan files for closingMail approval and denial letters to applicants

Procures verifications for credit items which include, but are not limited to: employment, asset information, rental history, credit reports, etc.Researches and verifies account information and resolves problems for customers as needed.Liaisons with third party vendors (appraisal, title, insurance, etc) to obtain necessary documentation for loan approval.Reviews documentation and provides conditions for loan approvals needed to comply with underwriting guidelines: borrower… Show more Procures verifications for credit items which include, but are not limited to: employment, asset information, rental history, credit reports, etc.Researches and verifies account information and resolves problems for customers as needed.Liaisons with third party vendors (appraisal, title, insurance, etc) to obtain necessary documentation for loan approval.Reviews documentation and provides conditions for loan approvals needed to comply with underwriting guidelines: borrower documentation, credit, and collateral documentation.Analyzes and interprets financial data to fit established parameters set by industry.Provides support duties for management and loan officers as needed.Ensures that all necessary disclosures (state, federal and company specific) are provided to client as required.Communicates any and all issues affecting loan process and approval with applicable loan officer.Communicates concerns or suggestions on improving overall systems to Processing Manager when appropriate. Show less

Englewood Co

Maintaining case load of 50 – 70 loans, accumulates, reviews and analyzes documents throughout the loan submission process.Follows-up with outside sources on any missing or questionable documentation and communicates loan status to involved parties.Submits 65% of all loans for approval in 15 days or less.Assists closer with any post closing or conditions issues.Maintains excellent customer services standards with both internal and external customers.

Lakewood, Co

Review files for completeness.Verify accuracy of system input.Analyze file; check ratios and program applicability.Obtain accurate AUS findings.Request necessary documentation such as verifications of employment/assets, appraisal, preliminary title report, etc.Analyze credit reports, returned verifications, and appraisal.Prioritize work flow to ensure time sensitive files are handled in proper order.Provide status to loan officers, borrowers and agents.Submit… Show more Review files for completeness.Verify accuracy of system input.Analyze file; check ratios and program applicability.Obtain accurate AUS findings.Request necessary documentation such as verifications of employment/assets, appraisal, preliminary title report, etc.Analyze credit reports, returned verifications, and appraisal.Prioritize work flow to ensure time sensitive files are handled in proper order.Provide status to loan officers, borrowers and agents.Submit files to underwriting in a timely manner in accordance with company standards.To assure at all times compliance with all regulatory and governmental standards, guidelines, rules and regulations, and the applicable state regulatory authorities, and any applicable federal, state, and/or local ordinances, administrative regulations and statutes.To assure compliance with Guild Mortgage Company policies and procedures.Pre-underwrites loans prior to submission to Underwriting.Provides guidance to Level 1 and Level 2 Processors.Any other reasonable duties required by Guild Mortgage Company to be performed by loan processor Show less

Broomfield, Co

Perform file scrubbing/setupAuditing loan files and documentation to ensure loan is within compliance Performed Junior Underwriting tasks with loan fileCoordinate with 3rd party vendors to order reports as well as follow up with ordered documents. Prepare loan files for final underwriting review and closing.

Broomfield, Colorado

Leads sales and service delivery for in-store branch employees through sales production and sales coaching. Ensures branch is in compliance with Federal, State, and internal regulations.Originate home, auto, credit card, and personal loans and lines of credit.Originate business equipment finance loans and lines of credit.Prepares and facilitates delivery of all required preliminary disclosuresEnsure loans are within compliance with federal, state, and internal regulations… Show more Leads sales and service delivery for in-store branch employees through sales production and sales coaching. Ensures branch is in compliance with Federal, State, and internal regulations.Originate home, auto, credit card, and personal loans and lines of credit.Originate business equipment finance loans and lines of credit.Prepares and facilitates delivery of all required preliminary disclosuresEnsure loans are within compliance with federal, state, and internal regulations. Ensures receipt of required documentation from applicants, vendors, and other related sourcesEnsures all documentation received meets approval parametersCommunicates final decision and arranges closingPrepares all necessary loan documentation while nsuring accuracy through supporting documentationVerifies and sets disbursementsClear loan exceptions.Analyze credit bureaus, appraisals, and income prior to sending to underwriting for final approval. Perform monthly and quarterly audits to ensure branch is in compliance with regulations. Assumes all duties of the Branch Manager in the absence of Branch Manager. Show less

Administer and Coordinate the Banking Sales Representative function of the branchEnsure all branch personnel promote TCF Bank as a full service bankEnsures all transactions are processed accurately within established guidelinesEnsure branch profitability while keeping high standards of customer serviceSupport Banking Sales Representatives by participating in telemarketing, direct mailing, and outside sales promoting current offers from TCF BankResponsible for attaining… Show more Administer and Coordinate the Banking Sales Representative function of the branchEnsure all branch personnel promote TCF Bank as a full service bankEnsures all transactions are processed accurately within established guidelinesEnsure branch profitability while keeping high standards of customer serviceSupport Banking Sales Representatives by participating in telemarketing, direct mailing, and outside sales promoting current offers from TCF BankResponsible for attaining monthly sales goalsResponsible for staff motivation through contests and corporate sales incentives programsInitiate sales to ensure achievements of monthly sales goalsCoach and provide directions to both licensed and non-licensed employeesInterview, hire, and train new personnel Schedule employees based on business needsPrepare and conduct objective performance appraisals Ensure that all Audit controls are adhered to at all timesRepresent TCF Bank at all community events to fulfill both business and CRA (Community Reinvestment Act) RequirementsAssume all Branch Manager duties in the absence of Branch Manager Show less

Answered technical as well as general inquiries about computersSold complete solutions to the customer to ensure customer loyaltyActed as a liaison between business customers and Best BuyConfigure computer systems for optimal performanceInstalled new software on new desktops and notebooks

Oversee day to day sales operationsSeek and sign new clientsManaged and tracked sales quota for each local sales teamAnalyze and report sales trends for potential and current marketsInterviewed and Hired personnelCoordinate new hire classesTrained new personnel on policies and proceduresSupervised a team of 40-60 sales representativesProvided a supervisory role for all other areas of the Service Management CenterReport and Maintain all Service Management… Show more Oversee day to day sales operationsSeek and sign new clientsManaged and tracked sales quota for each local sales teamAnalyze and report sales trends for potential and current marketsInterviewed and Hired personnelCoordinate new hire classesTrained new personnel on policies and proceduresSupervised a team of 40-60 sales representativesProvided a supervisory role for all other areas of the Service Management CenterReport and Maintain all Service Management Center metricsDevelop, update, and enforce all Service Management Center, and DirecTV policies and proceduresProvide weekly and daily reports of sales goals met by each local sales teamReconcile 3000-3500 work orders monthlyPerform other duties as assigned Show less