Sherry Mcgee Email & Phone Number

Palm Beach Gardens, Florida, United States

➤ Worked closely with loan officers and support staff and researched guidelines to pre-underwrite mortgage loans.➤ Analyzed and calculated applicant income, monitored pipeline, and reviewed asset documentation and credit profile.➤ Determined best loan program for borrower, restructured loans, and processed mortgage purchase and refinancing.➤ Maintained positive communication with loan officers, underwriters, realtors, borrowers, and other interested parties.➤ Reviewed sales contracts and problem solved to ensure loan approval was attainable and closing dates were met.➤ Obtained and analyzed income documentation including tax returns in an effort to calculate qualifying income.➤ Maintained contact and proactively communicated with borrowers to keep them updated during the loan process.➤ Submitted loans to underwriting and cleared all outstanding loan conditions as well as trained team on research.➤ Reviewed title commitment, appraisal, insurance certificate, and asset documentation to ensure program compliance.➤ Monitored pipeline and prioritized workload to ensure deadlines were met while working in fast-paced environment.

Palm Beach Gardens, Fl And Temple, Tx

➤ Returned to former employer for initial 6-month commitment to help open a new branch in Palm Beach Gardens, FL.➤ Worked with mortgage loan officers, title companies, escrow officers, and closing attorneys across the US.➤ Processed and closed quality home loans in adherence with VA, FHA, USDA, and conventional loan programs.➤ Trained new loan officers and administrative staff on Fairway processes and coordinated new outreach strategies.➤ Provided administrative support between loan officers and wholesale investors to close between 50-100 loans monthly.➤ Processed mortgage purchases and refinances while maintaining contact with borrowers to keep them updated.➤ Assisted in the training of the processing and originating staff for applying new company and investor guidelines.➤ Performed monthly pipeline management including data input, integrity management, and customer follow-up.➤ Reviewed loan details, pricing, and fees to ensure accuracy within 48 hours and submitted to the underwriting department.➤ Requested conditions from loan officers and updated closing fees to get an accurate amount for funds to close.

Lenexa, Kansas, United States

➤ Provided executive administrative and clerical duties including managing sales force and scheduling appointments.➤ Managed day-to-day operations and account services for high-net-worth clients while building long-term relationships.➤ Researched and confirmed travel arrangements, opened new brokerage accounts, and assisted with 401(k) enrollments.➤ Served as the primary contact for a large investor who owned a private company to provide a high level of service.➤ Prepared monthly reports and worked closely with the 401(k) plan administrator to ensure compliance and documentation.➤ Maintained the compliance calendar for each client to ensure the timely execution of required annual compliance tasks.➤ Utilized accounting skills while managing high-net-worth clients and assisted with processing monthly bill payments.➤ Facilitated client/plan sponsor and participant inquiries and service requests in a proactive and professional manner.➤ Supported corporate clients with their various financial needs such as setting up withdrawals and monthly budgets.➤ Coordinated and executed plan support services including client audit support, 5500 reporting, and NDT testing.➤ Maintained confidentiality for high net-worth individuals including professional athletes in the NBA and NFL.

Kansas City, Mo

➤ Provided relationship management, technical assistance, and customer support in a friendly and efficient manner.➤ Maintained database for accounts including inputting data, updating plan information, and managing client tasks.➤ Successfully managed large volume pipeline in high volume arena soliciting new business from wholesale brokers.➤ Handled routine client calls and mail, prepared appropriate responses, and entered information into database.➤ Worked with service managers and group account representatives and trained brokers on new program guidelines.➤ Assisted clients with remittance inquiries as well as performed research to resolve inquiries, questions, or problems.➤ Facilitated communication between underwriters and brokers on a regular basis to ensure timely, accurate loan closing.➤ Selected as one of the few employees asked to stay and shut down the operations center once the business officially closed.

➤ Loan Processor – Family Mortgage/The Mortgage Firm, Jupiter, FL – 01/2020 to 02/2021➤ First Community Mortgage – Killeen, Texas Processor - 11/2011 to 11/2014

4.0 Gpa

Activities and Societies: Inducted into Phi Theta Kappa Honor Society43 hours primarily in business and accounting courses

High School Diploma