Thomas B. Email & Phone Number

California, United States

Walnut Creek

Validated borrower and property information to ensure accuracy and prevention of Investor Suspense. Reported Compliance Review fails and worked in conjunction with management in applying the appropriate cures. Entered company, 3rd party and title fees to ensure accurate closing costs. Worked jointly with Escrow Officer's and Sales Representative to ensure timely delivery of closing documents to Escrow.

Pleasanton, Ca

Competently furnished Inbound Customer Support as well as cross referenced technicalities against Incident Log’s. Expertly recognized and reported Programming Defect’s and timely responded to Client Inquiries surrounding Form Content, availability and updates. Ensured the delivery of 3rd Level Support to Client Implementation Department.Accurately submitted Investor Relation inquiries and requests that pertained to establishing new investors, updated Investor Documentation, and addressing Investor Suspense Notices. Directed client inquiries related to the compliance standing of documents.Submitted form customization requests to the Doc Operations Department. Answered PERTINENT QUESTIONS and researched recommended workflow pertaining to various stages of the loan cycle. Administered 1st Level Customer Support in the Call Center. Generated Support cases for calls within the Doc Operations Department and continued an established workflow process of directing new investor set up requests, compliance tasks, form customizations etc.Ensured identification of production defects related to Core components of Encompass, E-Disclosure Ordering Process, Field Calculations, discrepancies within Input Form's, etc. Efficiently assisted clients with the configuration of Encompass Settings, business rule development, data templates, compliance settings, e-Disclosure Tracking Settings, as well as with the resolution of Data Audit's and Compliance Review Fail's.

San Francisco Bay Area

Successfully delivered support for Encompass Docs clients that migrated to a new system platform along with effectively undertaken/submitted New Investor Set-Up Request’s, Investor Form Updates, and Compliance Inquiries. Reinforced in the configuration of compliance settings, orchestrated and completed form development projects.Efficaciously delivered 1st Level Support in initiating a Doc Migration Process to have client's transition to the Encompass Docs Solution Engine, Successfully initiated first contact with clients and distributed a synopsis of the project, revised various project phases and orchestrated meetings to ensure project continuation.Supported client's with configuration of Encompass Settings and walked clients through the test auditing procedure and submitted form customization requests. Proficiently submitted requests for the establishment of new Investors to Investor Relations Team, Investor Update and form change requests to the Investor Relations Team as well as generated Compliance Inquiries and Form Production.

San Francisco Bay Area

Loan Set Up, Administration.W-2 Report Printing and Packaging.Ordered SSN / Rapid Reporting / Background Authorization / IRS Earning Results.Placed necessary conditions into files and delivered to UW for Sign Offs.Used LPS Software to track and deliver files for Underwriting.

San Francisco Bay Area

Reinforced Homeowner’s to retrieve and interpret HOA / Condo Association documents and executed Alpha-Numeric and 10 -Key data entry.Attentively assisted Company Clientele in Operating Web Based interface used to deliver HOA and Condo Assoc. Documents through inbound Call Center Customer Service.

San Francisco Bay Area

Setup new loan packages and arranged documents /disclosures into proper sequence. Executed Audits of Pricing Parameter’s prior to doc drawing. Amended and updated data into Loan Quest prior to U/W and / or Doc Drawing.Evaluated AUS referred loans and posted counter offer’s consistent with Pricing and U/W Guidelines along with proficiently completed various tasks related to Operation’s and Sales Support.