Nicholl Haley Email & Phone Number

Saint Petersburg, Fl, Us

Saint Petersburg, Fl, Us

United States

Employed at Raymond James on contractPerform high volume tasks within branch facing platforms to aid in the timely execution of requestsReviews, maintains and services all customer account records. Maintains records of accounts as required by regulatory bodies and departmental procedures.Assist with high volume handling and mailing of checks.Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk accounts and situations.May perform other duties or responsibilities as assigned

Tampa/St. Petersburg, Florida Area

• Customer Service role assisting Loan Officer’s, Processors, Underwriters, Closing and Post Closing on the Empower Application.• Use of DU (Fannie Mae Desktop Underwriting) and LP (Freddie Mac Loan Processing)• Collection and imaging to GDR of Loan documents from loan officers submit to UW for initial approval• Order Title documents• Order homeowner’s insurance• Request condo questionnaire/documents from HOA and Master insurance.• Submit to condo department and follow up on any missing information.• Requesting construction documents from builders and/or borrowers• Submit proper paperwork to Construction department for project approval• Work with Agency, Conventional, VA, Jumbo, FHA loans• Complete MAC courses yearly

Birmingham, Alabama Area

• Customer service role between the bank and servicing company• Answer emails externally and internally regarding Mortgage issues• Board new mortgage loans to our servicing company• Audit new loans to make sure proper payments match with Mortgagebot and Final CD• Upload Missing docs using Mortgagebot• Monitor and maintain team emails• Knowledge of Bank policy, procedures and practices

Birmingham, Alabama Area

Production administration helping with mortgage department. Customer service role fielding inbound calls from mortgage officers needing assistance in approving loans, data entry, product/pricing.Knowledge of bank policy, procedures and practices.

Tampa/St. Petersburg, Florida Area

Payment reallocation’s for vehicles that have been repossessed and redeemed or paid off •Work various control reports and excel files that directly impact inventory management: vehicle release•Minimize risk through adherence to state to state statutes, regulatory requirements, meeting goals and deadlines•Observe policy and procedures surrounding a complex letter processes•Escalate risks, process breaks and other identified gaps •Collaborate on projects, remediation and new workflows as needed•Identify opportunities to streamline current workflow•Update and collaborate on policy and procedures •Escalate and solve workflow problems •Monitor and maintain team email inboxes•Perform ad-hoc administrative activities•Knowledge of Bank policy, procedures and practices•Provided quality support/QC on different letters making sure we adhere to state statutes

Tampa/St. Petersburg, Florida Area

National Collections Support: Redemptions•Customer Service role fielding inbound calls from customers on repossessed vehicles•Perform loss mitigation efforts and make critical decisions surrounding customer redemption options upon analyzing customer financials•Handle sensitive dialogue and de-escalate customer calls, complaints, vendor related issues•Worked with third parties such as repossession agents, auction vendors, third party financiers to mitigate losses•Communicate and set expectations with customers on a complex process that had strict quality control and procedural guidelines•Meet quality control standards, risk objectives and adhere to all policy and procedures•Utilize ESP for WFM attendance and scheduling standards

Tampa/St. Petersburg, Florida Area

Home Equity Finance: Front/Backend Collections •Customer Service role fielding inbound/outbound calls collecting on past due Home Equity Loans and Home Equity Lines Of Credits •Responsible for production and quality statistics in support of departmental goals; ensures timeliness of assigns responsibilities •Submit loss mitigation workout recommendations according to and in compliance with Chase Policy•Manage risk and exposure to the client by contacting borrowers both by manual telephones calls and dialer calls•Basic Knowledge: Short Sales, Loan Modifications process policy, Real Estate Transactions •Created excel spreadsheet that gathers all Home Equity accounts that needed to be modified and sent to proper department•Managed performance Solutions to reduce foreclosures

Various administrative duties: data entry, filing, copies, faxes, ect. •Drafted and delivered delinquent notices along with collected payments to resolve outstanding invoices •Interfaced with potential clients on property tours and lease renewal discussions•Payment posting to AMSI along with making the daily bank deposits •Communicating with the residents: eviction notices next steps, upcoming events, ect.

Fielded inbound calls from existing customers•Created work orders and service orders for technicians home visits•Contacted HSP’s if the installer missed or was late a late arrival appointment •Troubleshoot technical issues via the phone •Solicited and accepted payments via the phone •Ordered additional equipment per customers orders•Worked with new hires on training and development