Meagan Baxter Email & Phone Number

Atlanta, Georgia, Us

Atlanta, Ga, Us

• Work with borrowers to establish their needs, assess eligibility for loans, and recommend suitable types of loans• Ensure all loan documentation is complete, accurate, verified, and complies with lending guidelines and underwriting standards• Liaise with borrowers, loan officers, realtors, underwriters, and closing attorneys to collect required documentation, provide current loan status, and close loans on time• Responsible for reviewing, calculating, and analyzing borrower’s credit, employment, income, and assets • Maintain knowledge of lending guidelines, investor programs, industry requirements, and any relevant changes • Review AUS findings for initial determination and appropriate documentation

Alpharetta, Georgia, Us

• Work with borrowers to establish their needs, assess eligibility for loans, and recommend suitable types of loans• Ensure all loan documentation is complete, accurate, verified, and complies with lending guidelines and underwriting standards• Liaise with borrowers, loan officers, and realtors to collect required documentation, provide current loan status, and close loans on time• Work up purchase and refinance Loan Estimates for prospect clients, including pre-qualification and pre-approval letters• Responsible for reviewing, calculating, and analyzing borrower’s credit, employment, income, and assets and reconciling against Calyx input• Maintain knowledge of lending guidelines, investor programs, industry requirements, and any relevant changes • Review AU findings for initial determination, input any changes in documentation into system, and re-run for correct AU determination

Atlanta, Ga, Us

• Reviewed mortgage closing contract documents for discrepancies, missing information, accuracy, completeness, and legal compliance • Acted as liaison between agents, insurance brokers, closing attorneys, and clients to ensure a smooth transaction process for all parties • Collected and tracked receipt of earnest money for contract compliance • Calculated gross commission earned and verified total amount matched commission and earnest money received• Calculated agent’s net commission, based on specified splits • Entered transactions into BrokerWolf to print checks and issue commission funds to agents within minimum turnaround time• Monitored pipeline of closing contracts with PaperlessPipeline

Atlanta, Ga, Us

• Performed extensive writing and editing of university-level learning content in various business and financial subjects • Developed course outline, learning objectives, learning content, study aids, and examination items• Determined overall scope of project and identified objectives, audience, stakeholders, deliverables, assumptions, and constraints• Met task deadlines, updated project manager in stand-up meetings, and suggested process improvements to avoid rework• Collaborated with other staff authors, project managers, industry subject matter experts (SMEs), and outside consultants

Roseland, New Jersey, Us

• Processed workers’ compensation policy applications, changes, and contracts in the underwriting department• Acted as liaison between clients, workers’ compensation insurance carriers, insurance brokers, and state workers’ compensation insurance bureaus to resolve policy discrepancies and ensure compliance with state regulations • Filed client’s new state exposures/terminations, policy changes, and payroll reports with state insurance bureaus • Managed penalties and implemented successful cost control strategy to minimize risk due to delinquent filings, saving company a substantial amount in fees

Us

• Supported software implementation of Cornerstone Learning Management System (LMS) via User Acceptance Testing (UAT) and data validation • Used advanced Excel skills, including PivotTables and V-lookup, for data organization, distribution, and aggregation • Collaborated with team members to troubleshoot anomalies and streamline system processes to ensure efficiency • Provided team support through delegation of tasks and creation of Standard Operating Procedures (SOPs)

• Analyzed documents’ key financial data to create functional portfolios in preparation for client consultations • Ran disability and life insurance illustrations with FieldNet software