Stephanie Roberts Email & Phone Number

Florence, South Carolina, United States

Florence, South Carolina, United States

Assist loan officers with origination functions, collecting necessary credit documentation, disclosures, and entering data. Compile loan packages. Request applicant credit reports, supplements if needed, FHA Case numbers, appraisals, title insurance and requesting property insurance, collect financial documents, verify employment. Prepare and compose written correspondence and emails as requested by loan officer'sCoordinate and schedule appointments. Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data. Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors. Other duties as assigned.

Florence, South Carolina, United States

PSN reviews inbound tax credit forms containing confidential information to update correspondingrecords. Forms and record data are used to determine WOTC program eligibility and supporting documentation required by State Workforce Agency (SWA).PSN utilizes myriad of online sources to support program eligibility and form submissions. DataCoordinators are responsible for quality completion of tax credit form packages in accordance withWOTC program guidelines and SWA state specific requirements PSN associates must work underconstant and conflicting deadlines producing tax credit form packages within strict deadlines for SWA submission utilizing state file transfer or Certificates of Mailing for each state.

Florence, South Carolina Area

Obtained and examined mortgage loan applications and disclosures from clientsUnderstanding of different loan programs provides for customers Recorded and collected all necessary supporting documentation from origination to closing Ordering of credit reports/ supplements, FHA Case numbers, appraisals, title insurance and requesting property insurance. Handled all requests from office manger. Exceeded monthly goals and turn times. Turn times on average are 45 days, maintained turn times from origination to closing in 21 days. With minimum errors from underwriting if any.

Florence, South Carolina Area

Operations Supervisor/ Quality Specialist June 2012 –June 2013Evaluated production samples for conformance to specifications of different investors. Communicated findings to the assigned agent and senior management for account corrections which ensured accurate data was reported. Collaborated weekly conference calls with staff members, AVP’s and VP’s to discuss process imperfections which resulted in implementing an action plan that improved overall quality results. Experience with Dodd Frank, Audit, QC, Project Analyst, Procedure Writing and Originations etc.Business Analyst II 2012 – 2012Developed metrics used to determine inefficiencies and areas for improvement which resulted process improvements for the mortgage default line of business. Tracked, analyzed and interpreted trends in data by generating pivot reports which provided senior management with complex reporting for analysis.Loss Mitt Negotiator II/Team Lead 2011-2012Negotiated with home owners; Real Estate Agents, Attorneys, Investors and MI companies to assist home owner in pursuing alternatives to foreclosure. Evaluated and determined appropriate workout options based on the financial information provided by the borrower, credit report, property value, borrower’s hardship and investor/client guidelines. Responded to written and phone inquiries from borrowers, investor, clients, title companies, and MI companies. Worked in a high call and email environment. Loss Mitt Processor II/Team Lead 2009-2011Verified, compiled, and typed application information for mortgage loans: Reviewed residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment.

Marion, South Carolina

Managed office and employees; Keep figures in line; Taking high call volume and adhering to all policies. Sale insurance on all loans, life, accidental and fire. Filed insurance claims for collections in office and field. Credit decisions approving and denying loans, closing all loans. • Consistently exceeded office quotas • Built a loyal customer base by using a consultative sales approach.• Received award for #1 overall out of 81 offices in State • Received award for Lowest Slow File• Received award for Highest Profit and Loan Volume• Received award for Highest Account Gain/ Due to Marketing

Latta, South Carolina

Managed office and employees; keeping figures in line, taking high call volume and adhering to policies. Sale insurance on all loans, life, accidental and fire. Filed insurance claims for collections in office and field. Credit decisions approving and denying loans, closing all loans. • Built a loyal customer base by using a consultative sales approach.