Mike Cook Email & Phone Number

• Responsible for managing and reviewing a variety of consumer and commercial loan documentation to support private non bank lenders and institutional debt funds. Gathering and verifying collateral due diligence from.
• Process loan transactions, including advances, paydowns, wire transactions, and maintenance fee collection.
• Collaborating with credit and sales partners to maintain and communicate the status of customer collateral, ensuring timely and effective resolution of any issues related to loan collateralization.
• Updating and maintaining our collateral tracking application and related reports, managing shipment statuses, and resolving any collateral related issues

Phoenix, Arizona, United States

• Guided businesses through the intricacies of the Employee Retention Credit (ERC) program, with a focus on supporting clients in their economic recovery, facilitating ERC filings, and helping them secure substantial.
• Managed comprehensive documentation related to ERC claims, meticulously conducting regular audits and quality checks to achieve a 100% compliance rate.
• Collaborated with a diverse range of industries, customizing solutions tailored to individual requirements. My experience spans across education, nonprofit organizations, government, hospitality, retail, industrial.
• Stayed updated with evolving ERC regulations and legislative changes, ensuring clients received the latest information for well informed decision making. Being a reliable source of ERC knowledge, keeping clients in the.

Phoenix, Arizona, United States

Educated client on coverage requirements and HOI guidelines. Collaborated with agents to make necessary adjustments to loans to secure the best outcome for all parties involved.

Phoenix, Arizona, United States

• Handled inbound and outbound calls to schedule mortgage closings, adjusted loans and provided information to clients, utilized knowledge of Conventional, FHA, VA and Schwab guidelines for purchase and refinance.
• Provided client support, offering clear explanations of pricing, interest rates, closing costs, payment amounts, and loan documents to ensure a smooth and efficient loan closure.
• Adhered to TRID guidelines to accurately issue closing disclosures and ensure title company fees and costs were correctly calculated.
• Assisted mortgage bankers, loan processors, underwriters, and legal with procedural steps and addressed any inquiries that arose during the loan process to promote a faster completion.
• De-escalated client concerns during the closing process by actively listening and finding solutions.
• Verified wire instructions to ensure successful funding of the closing transaction.

Phoenix, Arizona, United States

• Delivered high quality customer service by promptly responding to client inquiries, providing relevant information, processing payments efficiently, and extending credit lines to meet their financial.
• Executed wire transfers, ensuring the timely and accurate transfer of funds between financial institutions
• Addressing customer inquiries on various banking products, such as checking accounts, savings accounts, and lines of credit
• leveraged my knowledge and expertise to deliver precise and prompt responses to customer inquiries, strengthened customer confidence and established long-term relationships.
• Processed stop payments requests, taking necessary steps to prevent unauthorized transactions and ensuring the security of financial assets