Pa X Gilliam Email and Phone Number

Managed a pipeline of 250+ construction loans in the Built platform. Ordered and review draw inspections for disbursements. Responsible for managing the construction loan disbursement process on residential construction loans. Communicated with borrowers, Builders, Inspectors, Appraisers and Loan Officers daily via phone and email. Sent introduction email and calls to borrowers and Builders upon loan closing. Approved loan disbursement requests submitted by Builders during construction phase. Verified information supplied by the Builder. Determined amounts requested is reasonable based on work completed per inspection. Monitored multiple reports weekly such as, aged loans, maturity dates, saleable loans, and conversion report to ensure construction loan is progressing and on time to convert. Generated construction loan documents as needed for the building project. Initiated and approved draw wire transfers per loan. Issued checks through Servicing system and approved wire transfers for approved construction loan disbursements. Communicated with Servicing department regarding loan conversion, extensions, borrower payment information. Managed and entered 1099 information into Servicing system for disbursements made to contractors by upkeeping records of all disbursements made date. Identified upcoming trends, changes in local and state construction codes and ensure that builders are following codes as set forth. Assisted in creation and modification of residential mortgage construction programs and products. Performed other related duties and projects as assigned.

Responsibilities include but not limited to processing government loans using government websites for FHA, VA and USDA loans to insure and pay upfront fees; Navigated over 7 PMI websites such as MGIC, Arch MI, Genworth, etc. to activate PMI’s; communicated with Servicing and MI companies on PMI matters; Monitored and pulled reports to track government and PMI loans to verify and completed loan insurance, monitored and completed Investor transfers, utilized Blueprint and Architect system to view, track and process loans; accessed servicing system to pay upfront and other fees, utilized Premier Teller application to generate checks for payments. Daily use of the Mercury website to upload XML formatted Appraisals onto EAD website. Communicated with Underwriters, Loan Officers, Closers and Processors on loan files to verify accuracy and additional loan assessment.FNB additional responsibilities/initiativesWrote procedures such as how to run/complete reports for new loan operating system (Architect/Mortgage Builder) on final document processes. Wrote and edit quarterly procedure manuals and desktop procedures on how to process government loans. Trained employees on how to access the company’s servicing and loan operating system to perform daily loan processing duties such as researching loan files, pulling reports, locating proper final documents, and communicating with Closing Agents regarding final documents, verified loans for accuracy; post-closed and review closing packages to ensure documents meet company and government guidelines. Reviewed final documents such as Security Instruments and Title Policy’s between systems and contacted title companies for correction.

Received and processed customer orders daily via phone, fax, email, web orders both timely and accurately; Answered customer calls to assist and redirected to correct department; Maintained call screen in system and processed all missing customer orders; Maintained up to date knowledge of company’s products, programs and procedures; Pro-actively called customers for dairy orders and when issues arises with orders; Informed customer of unit prices, shipping date, anticipated delays and any additional information needed by customer; Entered and tracked daily orders, inventories and faxes into data base systems.

Assured quality image and performed quality control functions; Validated information on documents and noted files; Performed document preparation tasks such as indexing, packing and release of product; Adhered to imaging center guidelines and prepare hard copy records for scanning and document preparation; Scan files into electronic using specialized equipment.

Managed and monitored caseload with a focus on quality, utilizing daily tracker and multiple systems to achieve daily goals and tasks; Coordinated various life insurance applications and processes; Utilized WISE system to review, attach, correct and maintain electronic applications; Held sales channel calls with, general agents, lab companies for results and records concerning policies; Maintained demographics figures according to applications; Communicated with underwriters regarding eligibility on life insurance applicants.

Operated 6-line phone and redirected incoming calls, responsible for all initial resident inquiries, maintained resident security by visitor screening, provided customer service, and redirections as necessary. Maintained secure and clean-living environment for residents, care providers and visitors. Assisted residents with daily living activities and life enrichment services, other activities include, transferring to and from activities and serving, feeding meals according to the individual service plan. Received and distributed mail, newspapers, and shipments to resident’s apartment. Typed office correspondence and/or entered information into system for record keeping.Medication Passer:Applied care and distributed medication according to resident’s charts in a timely manner. Monitored and documented resident’s charts on medication effects and ensured safety. Documented and reported to nurse any changes in resident's eating habits, behaviors, and diets. Took vital signs according to resident’s charts and at appropriate events. Re-ordered and stocked medication cabinets and cart with local pharmacy and followed orders accordingly to Nurses instructions. Maintained company safety protocols to sustain a safe and clean environment. Assisted nurse with resident cares as needed.