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2022: Licensed Mortgage Loan Officer in Florida, NC, CO, IL, TX and TN. All CE for completed 10/2022 but Ga required mortgage company sponsorship. Twenty-five years' experience in the mortgage industry. Previous job titles, Commercial Loan Reservation and Reporting Specialist, Commercial Loan Coordinator, Residential Loan Originator, Underwriting Coordinator, Senior Mortgage Processor, Closer/Funder, Jr. Underwriter. Encompass 360 mortgage software experience. Successfully completed the following classes:Mandatory BSA Act course, eFolder disclosing, Good Faith Estimate and RegZ/TIL, FHA and Encompass, ARM Loans & Encompass, eFolder Doc Management, LO Origination and Closing Procedures in Encompass. January 2014 - Internal Classes taken through employer - Fair Lending, Social Media Privacy, Discrimination in the workplace and RESPA. Experience working with Sterling / Open Close Mortgage software in 2014/2015. Experience in Prime Path mortgage software, Calyx and many others.Specialties: A dedicated, results-oriented, self-motivated professional. Strong analytical and negotiation skills. In depth knowledge of all phases of the mortgage process; specifically processing, underwriting and origination.Education: Bachelors of Science in Business Administration / Concentration in Management
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Applications Analyst, IiiJack Henry Aug 2023 - PresentMonett, Missouri, Us -
Real Estate ManagerMarie Holdings, Llc May 2022 - May 2023see resume
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Loan AdvisorKnock Lending, Llc Jun 2021 - Mar 2022KNOCK LENDING, LLCJUNE 2021 TO MARCH 2022LOAN ADVISOR As a Loan Advisor at Knock I work on purchase loans coming into my daily pipeline. I support the borrower virtually from my office, offering the best customer service and support, taking the borrower from loan application to closing on their dream home. We offer and educate borrowers on our flagship product, the Knock Home Swap™ , which offers borrowers a way to buy their new home before listing or selling their old home - no home-sale contingency - therefore beating out the competition in this heated market and getting clients into their dream home faster. I advise the borrower on terms and pricing while ensuring compliance with federal & state regulations and company policies, while gathering additional required information, partnering with the operations team (Loan Processors) throughout the process. I am actively licensed in: Ga., Fla., TN, DC, TX, AZ, NC, CO, CA, IL, and MD. Review of existing files includes but is not limited to the evaluation of credit reports, debt to income and housing ratios, loan to values, risk factors on files, calculation of income, review of assets, data input integrity into Encompass daily. Use of CRM Pipedrive and Backyard to keep relators informed and up to date. Multi-tasking every day with management of Slack direct messaging, email in Gmail, Encompass, AUS and many other software applications, as needed throughout the day. Call borrowers daily on a recorded line, give status updates to realtors and borrowers on an as needed basis regularly. Participate in Zoom and Google meets with team lead and co-workers. Assist new hires, as needed through Google meets and Slacks with questions about internal processes and procedures, etc.
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Mortgage Loan Officer / LoaAcopia Home Loans - Nmls 4664 Feb 2020 - Aug 2020Goodlettsville, Tn, UsLoan Officer and LOA -
Team Lead Originator Nmls 1136827Green Brick Mortgage / Licensed In Ga. Jun 2019 - Oct 2019Reviews residential loan application file to verify data is complete and meets established standards, including type and amount of mortgage applied for including but not limited to borrowers assets, liabilities, length of employment, ability to re-pay. Establish client relationships, maintaining referral partners and market to potential new sources. Insure that all origination activities are in full compliance with state and federal lending laws. Send out initial mortgage disclosure packages, order appraisal, send borrower/client their needs list for additional documentation requirements, complete COC's, obtain financials, quote interest rates, set proper expectations with clients and referral partners, discuss available products and programs. Submit file to processing team.
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Commercial Loan Reservation And Reporting SpecialistBridge Investment Group Oct 2018 - Jun 2019Salt Lake City, Ut, UsResponsibilities include: Prepare, generate and track escrow and reporting requirements for a portfolio of over forty commercial real estate loans. Transmit relevant monthly and/or quarterly loan reporting documents, processing all monthly loan draws and advance requests, tracking receipt of funds and remaining available balances, responding to questions or additional requests from lenders related to draw packages, generate related inter-departmental correspondence, provide loan support to asset management as well as treasury. Obtain monthly reimbursable property expense information from property accountants, review and analyze supporting backup to insure there are lien waivers, check copies and invoices. Run GL in Yardi for all properties each month. Confirm and review with asset manager and analysts the appropriateness of expenses, minimum lender requirements, tenant allocations, frequency of draws and advances, review the expenses and check that expenses have been categorized correctly in Yardi to either building improvement, tenant improvement, leasing commissions or long term capital obligations. Refer monthly to loan agreements and Promissory Notes on each property for details on reserves and disbursement stipulations by lender. Prepare monthly lender draw request packages associated with each properties commercial real estate loan, demonstrate full understanding of complex structures and terms. Prepare documentation required by lender for execution by CIO prior to submittal to lender. Track monthly reserve submittals, communicate with and/or respond to any questions from lender associated with submittal. Reconcile each reserve account utilizing on-line banking portals. Problem solve when draws are not accurately funded due to tenant overages, etc. and work towards resolution with each asset team member. -
Commerical Loan CoordinatorMarie Holdings, Llc Nov 2015 - Oct 2018Process new construction, permanent financing, loan modifications and refinances for a loan portfolio of 37 +/- commercial properties throughout the southeast including Georgia, AL, LA, and SC and Mississippi. Track checks & pay bills for each property. Submit quarterly financials and rent rolls to all investors upon request. Analysis of asset portfolio to decipher when and if it is time to look into the refinance of loans that are getting ready to hit their maturity date. Update leases, amendments to leases, add any exhibits as requested, prepare and distribute for execution. Submit all requested documents to lenders for refinances and purchase including but not limited to: appraisals, Phase I & Phase II Environmental reports, Surveys, Operating Agreements, Construction Budgets, Leases, PSA's, LOI's, Floor Plans, project drawings, wall elevations, site plans, year-end income statements, current rent rolls, and property tax bills. Once appraisal is in, add value and details to the appraisal spreadsheet in Excel taking the Income Cost Approach. Generate new, review incoming and submit all invoices to corporate office for payment on all MH properties. Be sure all invoices that are received for payment match the contractual and agreed upon proposal price. Track daily the Prime Rate, 30 day LIBOR and 5 year swap rate and make note of any changes on loan portfolio spreadsheet. Track rate changes and dates on variable loans. Compare banks term sheets to see what loan program and lender is the best fit for each property. Assist with the management, repairs and renovations on projects, as needed. Review for accuracy and analyze commercial loan documentation, including but not limited to personal Guaranty's, Promissory Notes, Assignments of Rents and Leases, Deeds, Corporate Resolutions and title work. Create eight binders for quarterly financials. Track quarterly in Excel the expenses and lease reimbursable on each property from the financials.
Tara Robertson Skills
Tara Robertson Education Details
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Graduated From Salem State University BsbaBusiness Admin./Concentration In Management -
Capstone InstituteFinance
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Clayton College Of Natural HealthNutrition
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Salem
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Salem State UniversityGeneral
Frequently Asked Questions about Tara Robertson
What company does Tara Robertson work for?
Tara Robertson works for Jack Henry
What is Tara Robertson's role at the current company?
Tara Robertson's current role is Applications Analyst III.
What is Tara Robertson's email address?
Tara Robertson's email address is ta****@****age.com
What is Tara Robertson's direct phone number?
Tara Robertson's direct phone number is +140480*****
What schools did Tara Robertson attend?
Tara Robertson attended Graduated From Salem State University Bsba, Capstone Institute, Clayton College Of Natural Health, Salem, Salem State University.
What are some of Tara Robertson's interests?
Tara Robertson has interest in Disaster And Humanitarian Relief, Children, Education, Health.
What skills is Tara Robertson known for?
Tara Robertson has skills like Mortgage Lending, Loan Origination, Customer Service, Risk Management, Microsoft Office, Fha, Credit, Loans, Va Loans, Mortgage Banking, Underwriting, Funding.
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