Summer Bledsoe Email & Phone Number

Charlotte, Nc, Us

Laid off

United States

Laid off

Minnesota, United States

Charlotte Area, North Carolina

Account Manager 2014 – presentAct as a liaison between borrower, underwriter, and broker. Provide customer with timely and periodic status updates of their loan application, Return all inquiry calls within one business day, Collect required documentation from applicants and follow up on missing items. Compile documents for customer files and enter intakes to Data Management System for processing and assessment. Assure that all customer files are complete and in compliance with regulatory agencies and internal policies. Maintain pipeline report and notify management of status as needed. Process the documents received for each file, verifying the accuracy and completeness of each document. Review and verify borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal. Mentor and train new team members and trainees as well as review progress and provide constructive feedback.

South Carolina, United States

Charlotte, North Carolina Area

Taking orders, answering the phone, handling escalated calls, reviewing others work, taking payments, handling customer relations, Finestra Decorative Hardware Team Lead, Handling all reports for orders in production, delegating work loads as well as Safety Team Lead

Communicating one on one with clients such as Bank of America, Chase, Wells Fargo etc. via phone, email and case management systems. reviewing hardship information to see if borrows qualified for loan modifications repayment plans forbearance agreements or short sales. Preparing legal documents. Answering and returning phone calls from borrowers and clients. My additional responsibilities as Team Lead were to keep an accurate data base with a list of all borrowers with status updates, Canceling and billing sales and checking all legal documentation.

Clearing mobile home titles for FHA and VA.