Marcellus Lott Email & Phone Number

Plano, Texas

United States

Verify and examine information and accuracy of loan applications. Contact credit bureaus, employers, and other sources to check applicants' credit and personal references. Review customer accounts to determine whether payments are made on time and that other loan terms are being followed. Check value of customer collateral to be held as loan security. Calculate, review, and correct errors on interest, principal, payment, and closing costs. Identify compensating factors for management level exception reviews.

United States

Provide in house technical support to clients and perform routine maintenance on equipment to determine when and what kind of maintenance is needed. Educate customers on operational or maintenance aspects of equipment and service related problems. Prepare reports for analysis of product failure trends and service issues. Find time efficient and cost-effective solutions to customer equipment issues. Maintain high standard of customer service score metrics. Perform weekly inventory counts and document stock variances. Meet monthly sales goals determined by store manager to reach target number of sold phones, accessories and service plans to increase store revenue.

United States

Review customer and 3rd party documentation to verify applicant and collateral qualifications are met. Approve, deny or suspend applications based on analysis of documentation versus company policies and guidelines. Advise sales team and loan processors on items needed to satisfy outstanding loan conditions. Identify and convey any changes to company policy or government regulatory standards. Originate mortgage loans thru cold calling and information provided from lead origination system. Communicate with clients and underwriters to make certain loans meet anticipated closing dates. Inform customers of required documentation, changes to requested terms and schedule closings.

United States

Organize, prepare and present physical mortgage loan files for purchase to various investors based on agreed criteria. Build strong relationships, provide comfortable working environments and organize team building events for clients. Reconcile documentation variances that could potentially exclude loans from portfolio sales. Determine dollar amounts needed for customer escrow funds and update mortgage payment amounts within loan system. Generate and deliver legal documentation for escrow agreements to ensure regulatory standards are met.