Leo Almazan Email & Phone Number

San Antonio, Tx, Us

United States

San Antonio, Texas Metropolitan Area

• Experience with supporting end users as it relates to Encompass, Optimal Blue, BeSmartee, and/or Simple Nexis• Serve as the initial point of contact in resolving technical support questions related to the production and support of loans.• Create and maintain support documentation, frequently ask questions and how to documents, which assist in ensuring that our technology can be used to deliver an exceptional customer experience.• Represent the voice of sales, operations, and the customer when documenting and communicating issues that arise in the normal course of business supporting various loan products.• Partner with Product Owners and Loan System Support Specialists to hand-off and/or resolve complex loan sales or operational issues.• Utilize Help Desk system to record, track, and follow up on questions or issues in a timely and professional manor.• Effectively communicate a customer issue with internal development and technology providers, including the ability to reproduce the issue.

San Antonio, Texas

• Take ownership of the mortgage loan process from application to funding.• Interact with members, loan officers, processors, underwriters, closers, title agents and real estate professionals in a collaborative and professional manner.• Responsible for maintaining TRID compliance in providing mortgage disclosures throughout the process.• Verify all required documentation for a credit approval have been provided, analyze income, assets, and credit, anticipate any additional documentation that the underwriter will require.• Performs routine administrative duties to assist in the escrow process.• Answers phones, place calls and follow up on information needed for escrow closings.• Maintain a strong relationship with designated clients and ensure top notch customer service.• Take ownership of designated client files to ensure a fast, smooth closing and stellar customer experience.• Initialize and maintain user setup.• Manage helpdesk requests from internal users. • Provide process, feature, and workflow information to Operations Support for proper documentation including changes to the system, updates, and new features. • Reconcile report library and build custom reports/pipelines. • Document change/enhancement requests.

San Antonio, Texas Area

•Maintain knowledge on IT services and solutions through individual learning, team training, and various experiences to ensure optimum resolutions for users.•Work on projects or tasks to develop or address technology or process improvements, customer service, training, knowledge transfer, reports, and documentation.•Collaborate with team members to assist and determine the impact and urgency of major system outages.•Maintains a troubleshooting tracking log ensuring timely resolution of problems.•Recommends systems modification to reduce user problems.

San Antonio, Texas Area

• Mortgage origination loan sales, consulting & customer account management.• Assisted members with mortgage loan qualifications and guidelines.• Consult loan customers regarding beneficial mortgage loan solutions.• Leader among peers in financial solutions to secure market share and increase conversion• Develop and maintain high level customer relationships.• Conducts team coaching’s to update on best practices and continuing expectations.

San Antonio, Texas Area

• Contract through Peyton Resource Group• Receives and initiates calls and correspondence to members to obtain additional information needed for transaction requests in providing status and final resolution. Assist members through phone support in Servicing Call Center queue.• Responds to and complete member request for Inbound Domestic Wire Transfer Operations and/or Outbound in P&C only for Account Payment Services