Stephanie Lopez Email & Phone Number

Phoenix, Arizona, United States

• Reviews client information and pricing details, to ensure the accuracy of data transference between systems for client setup • Performs sales system troubleshooting • Responsible for scheduling setup and client introductory calls to initiate sales to service transition • Facilitates communication to multiple departments for post-client setup items for configuration Provides ongoing process improvement recommendations and enhancement• Operates a daily national helpline to answer questions from sales consultants in need of immediate assistance

Phoenix, Arizona Area

Acts as primary client contact for TriNet systems, HR, benefits, payroll and overall operational questions for our clients, primarily with 1-20 employees each.• Effectively coordinate support from other internal SME teams.• Resolves operational issues, provides relevant information, and makes recommendations.• Delivers or coordinates delivery, as appropriate, of TriNet compliance and administrative solutions. • Handles escalations for complex client inquiries.• Delivers on-demand resolution for clients with questions about TriNet systems, payroll, HR and benefits administration based on fundamental understanding of all operational areas.• Possesses a deep understanding of TriNet's processes and aligns solutions to deliver an excellent client experience.• Alerts client leadership of key internal and/or external business issues (such as ever-changing regulatory compliance requirements) and trends that affect business results. • Works with internal departments (payroll, tax, 401(k), legal, sales, technology) to resolve operational issues.• Meets or exceeds service metrics for assigned clients to ensure service delivery is maintained within approved service level agreements of quality and turnaround time.• Other projects and responsibilities may be added at the manager’s discretion.

Phoenix, Arizona

Assists sales team with support needed to increase productivity and generate prospect sales.• Reviews sales contracts for accuracy and completeness to include verification of contract, payments, and supporting documents. Follows-up with sales representatives on missing data• Analyze and update case management in Salesforce• Maintains and tracks monthly sales to ensure processing meets expectations of clients and deadlines and first processing dates are met• Ensures that proposals and contracts are generated and managed efficiently and effectively and that the customer set up process is completed in a timely manner• Supports the Regional Sales Consultants and Directors of Sales in generating accurate proposals and in reviewing the prospect census, pricing analyses, and discounting analyses to ensure accuracy and completeness• Manages the customer contract process, working with the Directors of Sales and the Legal department to ensure appropriate and approved language is included in the customer contract and manages the contract execution process• Works closely with Legal department to ensure language included in customer contracts is appropriate• Ensures correct medical banding is in place when entering contract

Aliso Viejo

Ensured the timely and accurate packaging of all mortgage loans originated by our account executives.• Ensure that all loan documentation is complete, accurate and complies with Bank policy and regulatory requirements.• Gather documentation and information, as needed, to present loans for underwriting approval as well as clear loans for closing.• Process brokered loans utilizing policies and procedures in coordination with Bank policy.• Process, review and analyze complex loans according to guidelines.• Ensured pricing and fees were accurately reflected on each transaction• Issue and follow-up on outstanding letters of intent as required. • Order and review appraisals, title work and flood certifications as required.

Irvine, Ca

Responsible for understanding, communicating, and applying legal, regulatory, economic, competitive and technical guidelines affecting Real-Estate Lending programs• Provided customer service to nationwide customers in reference to their mortgage or home equity loans.• Issued proper disclosures as required by Federal regulatory compliance.• Served as a main point of contact between the customer and the underwriting process.• Reviewed rate locks and point objectives for accuracy.• Ensured pricing and fees were accurately reflected on each transaction.• Reviewed loan related documents, including title, flood/hazard insurance, tax certificates, income and assets documents and surveys prior to submitting to underwriting.• Prepared and moved mortgage loans to closing.

Phoenix, Az

Review complex transactions, with high profile clients, for loan modifications; real estate investors, multiple Chase loans, loan amounts >$1,000,000.00. Review modifications for Bank Owned/Private, FHA, VA, Fannie and Freddie. • Analyze credit reports, income documentation, appraisals, titles, and applications according to company guidelines, standard operating procedures, along with following mortgage standards to approve and decline. • Review and evaluated data to determine loan viability and identified risk and potential fraud issues.• Assist in identifying, recommending and negotiating alternative loan requirements, funding or loan structuring solutions.• Apply specialized knowledge to the interpretation of loan and underwriting criteria and determined the appropriate underwriting decisions and final courses of action.• Provide customer service and training to internal and external customer bases.• Obtained top performer for production.

Phoenix, Arizona Area

Responsible for understanding, communicating, and applying legal, regulatory and technical guidelines to borrower’s during the modification process.• Analyzed and perfected a variety of complex documentation required by HAMP/CHAMP guidelines; managed and monitored 50-100 customer accounts to ensure final underwriting completion. Served as a main point of contact between the customer and the underwriting process.• Interfaced with underwriters, realtors, attorneys and third-party agencies to prepare and resolve documentation issues for final loan modifications• Evaluated financials including income statements, complex tax returns for self-employed and W2 borrowers; assisted borrowers to thoroughly complete all pages of the HAMP Informational packet helping to prepare underwriters for permanent modification review. • Performed specific duties as delegated by supervisor to ensure maximum performance of team.

Phoenix, Arizona Area

Assisted borrower’s who were in default with retention option’s to stay in the subject property.• Worked with borrowers who are in pre and active foreclosure via inbound and outbound contact. Ask their intention on their property and find solutions to maintain home ownership by modification or repayment plans. If borrowers cannot retain the property I discuss other solutions including short sale, deed in lieu.• Worked conventional, FHA, VA and Farm loans that are more than 60 days past due. Update and analyze borrower’s financials and advise the available options for retaining and non-retaining of the property.• Trained and mentored new and current members on exceeding goals. Achieved monthly Top Performer and consistently exceeded 120% to goal set forth by department.

Education record

General Studies, 3.6

Education record

Education record

Education record