Marilyn Coffman Email & Phone Number

132 North Euclid Ave., Pasadena, Ca 91101

132 North Euclid Avenue, Pasadena, Ca 91101

Answer phones and forward calls as necessary; greet visitors and direct them to the applicable staff member.

Worked From Home

Documented Underwriting Policies and Procedures

Pasadena, Ca

Document desktop procedures for various Line of Businesses, including Post Closing and Central Services and Legacy Asset Servicing - Portfolio Services Group.

Returned to the Home Construction Lending Division to complete outstanding Policies and Procedures.

Collected and analyzed data regarding maintenance of Home Construction Lending Division policy and procedures.Updated and published complete Policy and Procedures Manual.Maintained and updated the Policy and Procedures Manual as necessary (analyzed and drafted policy and procedures; submitted drafts for approval; published final drafts).Published bulletins advising business units of the new/revised products and guidelines.Maintained an archive of all policy and procedures bulletins and changes.Prepared and delivered project reports and updates for management.Monitored intra divisional maintenance of policy and procedures by unit to ensure all areas were working within current guidelines.Delivered current policy and procedures to all regulatory and internal audit entities at the direction of management.

Wrote, revised and updated guidelines for the Lending Guide Manual; distributed via e-mail, regular mail, and online to business units and external Sellers.Wrote, revised and updated various Addenda to Lending Guide; distributed via e-mail and online to internal business units.Wrote, monitored, revised and updated both departmental and Secondary Marketing Policies and Procedures; oversaw quarterly attestation by all responsible personnel.

Researched, compiled, formatted, drafted and published policy and procedure manuals in hardcopy for the various departments and divisions, e.g., Single Family Construction, Income Property, Construction Management, etc.

Researched, wrote and published divisional operations bulletins (i.e., processing procedures for underwriting guidelines).Tested new/revised operational procedures on the system to ensure correctness.Updated and revised bulletins as necessary.Handled program underwriting and operational questions from branches and other support areas.

Wrote and published mortgage loan underwriting guidelines on-line for both Government and Conventional loans for distribution to branches and corporate office.Supervised two other Technical Writers, i.e., delegated projects and provided guidance as necessary.Updated and maintained guidelines as necessary.Initiated and maintained "niche" program (for certain areas/incomes) guidelines for agencies, i.e., drafted hard-copy guidelines, coordinated training between the agency and affected branches.Interfaced with Mortgage Insurance companies regarding insurance coverage for new/revised programs.Interfaced with Secondary Marketing regarding investor guidelines for non-conforming programs.Initiated and tracked Program Change Requests made to main MIS department.Met with specific areas (e.g., Rural Housing) desiring their own operational manuals to give advice on layout and content.

Bachelors, English

Diploma