James Mccarthy Email & Phone Number

Remote

Handle calls from associates regarding a variety of Business support requests to helpbrokerage clients use Freedom Wholesale platforms successfully.Use my knowledge of internal products and/or services and great customer service skills;provide support and offer information to keep customers satisfied and retain business.Use Mortgage Processing knowledge and communications skills to diplomatically influenceand effectively manage key relationships and challenging… Show more Handle calls from associates regarding a variety of Business support requests to helpbrokerage clients use Freedom Wholesale platforms successfully.Use my knowledge of internal products and/or services and great customer service skills;provide support and offer information to keep customers satisfied and retain business.Use Mortgage Processing knowledge and communications skills to diplomatically influenceand effectively manage key relationships and challenging situations under pressureEducate and empower our Account Executives and our Loan Advisors to become betterusers of our Company’s Core Systems. Show less

Hillsboro, Oregon, United States

Received escalated inquiries and complaints by phone and in writing for Enterprise Complaints Management Office (ECMO) for the Home Lending and the Credit Card Executive OfficesReviewed complaints to determine whether they alleged violations of any federal regulationsDirected the complaints to the appropriate office (SAGE, Executive Office, or Line of Business Office) depending on the type of complaint and the product to which the complaint pertained

Hillsboro, Oregon, United States

Reviewed applications for FNMA/FHLMC mortgage applications for purchase and refinance. Aided in collection of credit, income, asset, collateral, title, and insurance documents to complete underwriting and credit decision of loans from application to funding.Adhered to standards set by FNMA, FHLMC, RESPA, SAFE Act, CFPB, OCCC, and Wells Fargo.

Hillsboro, Oregon, United States

Fielded inbound from and made outbound calls to customers of Wells Fargo and to third parties who need to manage the transfer of ownership of property or access to home mortgage information because of a major life event (death, divorce, creation of trust, inheritance, etc.). Assisted customers in the collection of documents which would assist in the transfer of ownership of the mortgage account as a result of that major life event.Researched account files to identify potential issues… Show more Fielded inbound from and made outbound calls to customers of Wells Fargo and to third parties who need to manage the transfer of ownership of property or access to home mortgage information because of a major life event (death, divorce, creation of trust, inheritance, etc.). Assisted customers in the collection of documents which would assist in the transfer of ownership of the mortgage account as a result of that major life event.Researched account files to identify potential issues which could pose risks to Wells Fargo. Show less

Hillsboro, Oregon, United States

Fielded inbound and made outbound calls to customers of Wells Fargo Bank. Managed existing Home Equity Lines of Credit and completed new applications for Home Equity Lines. Converted expiring or maturing Home Equity Lines into applications for new Lines of Credit or converted lines nearing end-of-draw into fixed-rate repayment plans, rate reduction options, or other retention options to keep the business.

Sherwood, Oregon, Usa

Originate home loans for refinance, purchase, and home equity transactions. About half of my fundings in the last 3 years were purchases. Experienced in FNMA, FHLMC, FHA, VA, Nonconforming, and Piggyback Loans (First/Second or First/HELOC) for purchase and refinance transactions.Neighborhood Lending Certified.

Porland, Oregon--Licensed In 50 States Under The Nmls Bank Charter

Originated home loans for refinance, purchase, and home equity transactions. About half of my fundings in the last 3 years were purchases. Experienced in FNMA, FHLMC, FHA, VA, Nonconforming, and Piggyback Loans (First/Second or First/HELOC) for purchase and refinance transactions.Neighborhood Lending Certified.

Lake Oswego, Oregon

Originated home loans for refinance, purchase, and home equity transactions. Experienced in FNMA, FHLMC, FHA, VA, Nonconforming, and Piggyback Loans (First/Second or First/HELOC) for purchase and refinance transactions.Neighborhood Lending Certified.

Portland, Oregon Area

Certified in FNMA/FHLMC, FHA and VA lending, for purchases and refinance transactions.Neighborhood Lending Certified.