Loretta Phillips Email & Phone Number

Cumming, Georgia, United States

Alpharetta, Georgia

Issue Adverse Action Notices on cancelled, withdrawn and denied loans. Track HMDA information for compliance. Monitor pipelines closely to ensure the timelines set forth in ECOA and RESPA guidelines are met. Gather documentation and data for state audits. Prepare reports communicating trends within the organization. Analyze complex data and make decisions.

Review cleared to close files and confirm final numbers and closing conditions are accurate. Prepare closing packages and deliver to closing agents in a timely manner. Communicate with brokers and closing agents to ensure timely closings and return of closed loan documents. Work with Loan Officers regarding rush closings and broker concerns.

Perform a detailed and accurate review of closing request received for closing. Prepare and submit outstanding item emails to partners. Verify homeowners insurance policies. Assign loans to Closers for closing. Schedule 100+ loans for closing monthly. Liaison between inside sales, outside sales and partners. Correspond monthly with partners to check status.

Norcross, GA

Perform a detailed and accurate review of loans received for funding. Prepare and submit outstanding condition sheets to correspondents. Provide training to new Operations Specialist. Review and clear conditions. Prepare 150+ loans for purchasing monthly.

Roswell, GA

Execute 50+ license applications per month for collection agencies. Liaison between collection agencies and state regulators. Communicate with all parties to assemble information required for application clearance and submission.

Effective liaison between brokers and sales. Provide training and coaching for new Loan Coordinators on procedures while directly managing accounts for 4 sales people with a pipeline in excess of $1 million per month.

Prepare in excess of 100 files and documents monthly, leading region in closings. Successful and requested Liaison between principals of transactions. Train new Loan Coordinators on procedures. Manage accounts of 5 sales people with a pipeline in excess of $1 per month. Create forms used by Loan Coordinators company wide. Streamline procedures by.

Consistently recognized as top performer by preparing in excess of 100 closing packages per month while interacting with multitude of real estate attorneys. Balance final settlement statements before authorizing distribution of closing funds. Audit signed closing documents and verified account information prior to releasing wire transfers. Designated.

Perform data entry on as many as 150 new loans submissions into system monthly. Communicate with all parties to request information needed for file clearance. Provide training for all new Processors on procedures.

Order office supplies. Open, sort and distribute mail for entire office. Request repairs of office equipment. Schedule meetings and conference calls for management. Operate10 multi-phone line system. Generate daily/monthly/quarterly reports. Organize office gatherings. Prepare invoices from vendors to be paid.

Process payrolls for multi-clients as well as a range of 10 to 120 employees. Handle all garnishment deductions. Prepare and control the handling of direct deposit files.

Ba Of Office Administration, Office Administration

General