Coordination with Mortgage Lender for daily schedule of activitiesManagement of Pre-Qualification processPre-Qualification letters for potential clientsApplication upload into Mortgage Software i.e. client CRMObtain Initial Disclosure documents from clientsWork with Mortgage Processor to progress Mortgage Loan to the next stageCoordinated with Underwriters to further verify documentationPulling approvals/conditions from Investors to collect documents or explanation of documentation previously submitted.Liaison for Attorney documentation request from clientsCreate and maintain client by client repository for mortgage documentationWork on behalf of mortgage clients to obtain Homeowners Insurance Obtain Insurance quotesCollect Declaration Page and Invoice from Insurance CompanySending Mortgagee Clause to Insurance agentsDocument collection for mortgage application on clients behalfVerification of Employment from former and current employersCollecting balance from Institutions for loan payoffsOrdering Title and Appraisals Take checks to HOA’s to order Condo Documents if neededPrint off bank statements (in house accounts)Print out Payoffs (for in-house loans)Request Verification of Mortgage from our Loan Admin Department

I received the opportunity to become a Mortgage Loan Assistant within the same company.

Support team sales efforts by attending and contributing to weekly sales, service, and Serve as primary contact for new account openings and cross-sell other products and services.Support team sales process by acting upon or referring to other lines of business (Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services, etc.)Serve as contact for client problem resolution regarding deposit, credit, and other products and servicesEmploy BB&T supported service processes to ensure high-level of client service by performing client service maintenance (address changes, stop payments, account closings, transfer, processing check orders)product knowledge meetingsAdhere to internal controls, operation procedures and risk management policiesPerform teller transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions with assistance as necessaryBuilt long-term relationships with clients in-person and by phoneCurrently supports all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.ATM servicing responsibilitiesOperating and maintaining teller cash dispensers weekly. (filling, emptying, adjustments)Execute cash advances for numerous complex scenariosContinually maintained less than minimum Proof Corrections acceptable set forth by BB&TPerforming over 75% more transactions than other associates on a monthly basis.