Sherry Lee Email & Phone Number

New York, Ny, Us

San Francisco, Ca, Us

• Processed over $160 million in single family and multifamily residential loans annually, coordinating with escrow and title officers, appraisal team, closing and funding teams to ensure loans close with little to no issues• Analyzed tax returns, credit reports and financial documents ranging from salaried wage-earners to complex business owners, as well as evaluate debt ratios and loan-to-value ratios to ensure accuracy and completeness per guidelines and prepare pre-qualifications for loan officer review • Assisted clients with online applications in LendingHub and provide excellent customer service by maintaining clear communication, following up on missing items and providing status updates throughout the loan process• Tracked loan pipeline for one of the highest producing relationship managers in the region and conduct weekly meetings to efficiently prioritize tasks to all parties involved and ensure deadlines are met•Trained new colleagues while simultaneously managing a large pipeline

Los Angeles, Ca, Us

• Audited more than 300 mortgage loans and home equity lines monthly with callback reports and ensure compliance with federal regulations and the bank’s data governance policies, standards and operational procedures • Determined root causes for audit findings and generated remediation actions plans by addressing staff training, process updates, and/or system updates to minimize risk• Collaborated with various managers within the Residential Lending Division to establish data accountability for critical loan-level data elements to improve overall data quality and streamline workflows • Trained contractors on how to review files and served as point of contact during a major data scrub project• Executed systems testing for loan origination system enhancements in UAT environments

Los Angeles, California, Us

• Prepared Laserpro loan documents for home equity lines of credit and commercial loans secured by UCC and real estate• Reviewed legal business entity documents from various states to ensure businesses are in good standing• Examined preliminary title reports, appraisals, environmental reports, flood and insurance certificates• Ensured all prefunding issues and conditions were resolved prior to closing and funding loans, renewals, and modifications for commercial real estate loans and lines of credit• Coordinated and engaged with lending officers, escrow companies, and title companies to ensure timely funding of commercial loans• Filed UCCs and verified the proper lien position was secured • Set up and updated borrower financial reporting requirements on reporting software such as CASH On Track, Linesheet and IBS Insight• Handled bank-wide invoices and issued cashier's checks to outside vendors• Reconciled monthly general ledger suspense accounts and generated transaction reports in Excel • Trained new hires on basic clerical tasks

Minneapolis, Mn, Us

•Maintained communication with clients through email and phone calls to schedule appointments, update client records, and answer client inquiries•Established new customer relationships by cold calling prospects•Worked in direct collaboration with financial planning adviser and team members to improve marketing and business development initiatives through client outreach events•Assisted with administrative tasks such as data input and file organization

•Customized marketing campaign to rebrand a local football club as San Diego Icon FC and developed the market niche for the new team•Created new profiles on Facebook, Twitter, LinkedIn, Google+ and other social media outlets and regularly updated content through Hootsuite software, creating efficiency in e-marketing•Designed individualized presentations for sponsors such as Dexcom and Souplantation using Powerpoint and Prezi to strengthen sponsorship sales

Bachelor Of Arts (Ba), Economics

Digital Marketing

Data Analytics

Bachelor Of Arts (B.A.), Economics