Marshay K. Email & Phone Number

• Reviews loan documents using Ellie Mae Encompass loan origination system, ensuring completeness and accuracy.
• Ensures compliance with regulatory guidelines, including RESPA, TRID, and Fannie Mae requirements.
• Assists in developing post-closing procedures to address loan documentation deficiencies.
• Provides feedback to management on loan reviews and identifies trends.
• Participates in ongoing training to expand industry knowledge and support new employee development.
• Practices safety-conscious behaviors throughout all operational processes and procedures.

• Maintain residential lending data and update information in related spreadsheet files and templates
• Track and deliver mortgage documents and deeds
• Ensure documents are received and recorded in compliance with credit union regulations
• Safely manage sensitive data and records with integrity while complying with credit union procedures
• Collaborate with team members to create and update procedures for outdated or ineffective processes
• Generate reports and conduct regular audits of approximately 400+ files to keep information up to date

• Processed bi-weekly payroll audits of missing punches and time adjustments in Workbrain software
• Performed onboarding of new employees including entering personal data into company system
• Supported store manager with policy, operational and service improvements
• Assisted with employee staffing, training and development
• Provided employee coaching and service feedback
• Managed and maintained financial sales and inventory reports and spreadsheets

Atlanta Metropolitan Area

• Answered calls and determined through active listening, appropriate services for each member
• Assisted members with transactions and inquires via phone, mail, online and fax
• Processed all procedures for debit cards including issuing, blocking and updating
• Performed necessary maintenance for opening, closing or making changes to account information
• Referred and sold additional services i.e. different loan products and credit cards
• Prepared and submitted documents requested by members

• Supervised, trained and instructed team of employees on routine job functions
• Executed and documented all cash procedures including daily deposits
• Provided outstanding customer service in a fast-paced work environment
• Assisted pharmacy staff team with customer prescriptions and inquires
• Adhered to customer/patient confidentiality compliances
• Promptly resolved customer concerns and complaints

• Received high volume calls regarding bank products, services and promotions
• Addressed caller inquiries and determined resolutions to concerns and complaints
• Utilized case systems to document and log all calls received, to track for reference or follow-up
• Adhered to banking guidelines, privacy procedures and practices while delivering excellent service
• Assisted customers with checking, savings, HSA, and military accounts
• Answered inquiries regarding holds, fees, discrepancies, transactions, deposits and withdrawals

Atlanta

• Day-to-day data entry of title spreadsheet
• Release liens and titles to customers and dealers
• Prepare power of attorney documents
• Correspond and process requests via mail, email and fax

Douglasville, GA

• Originated and processed title/equity loan contracts and checks
• Analyzed and approved credit through in-house underwriting
• Processed title liens, appraisals and verified customer insurance
• Scheduled and tracked customer appointments and commitments
• Handled incoming and outgoing calls on multi line phone
• Received and posted payments to customer accounts, including collections from delinquent accounts

Atlanta

• Initiated new customer accounts, cashed checks and balanced cash drawers
• Processed deposits, withdrawals, payments, cash advances and issued money orders and cashier’s checks
• Conducted merchant transactions, including change orders
• Identified customer needs by referring appropriate banking products and services

Education record

Diploma, International Business

Activities and Societies: International Baccalaureate Magnet ProgramMagnet student for International Studies, with concentration in.