Tracey Warfield Email & Phone Number

Greensboro--Winston-Salem--High Point Area

Greensboro, North Carolina, United States

-Performed comprehensive review of asset, income, credit and collateral documentation to determine loan eligibility-Corresponded across Retail Processing, Closing and Sales line of business to meet critical deadlines-Placed conditions on files based on internal overlays and automated underwriting findings-Ensured compliance standards were met to meet.

-Reviewed purchase and refi mortgage applications for Underwriter completion-Red flagged and communicated any discrepancies found on application with the client/sales team-Advanced data entry on daily basis to complete files in process-Confirmed income, verified employment and flagged for missing asset pages-Advanced research to pinpoint property parcels.

Greensboro/Winston-Salem, North Carolina Area

-Review loan packages and input data into company database for Underwriters to review for Mortgage Insurance/Compliance-Verify that information is accurate and that loans are routed to the appropriate zone -Contact the lender requesting any critical missing docs-Research loan documents to determine if there are inconsistencies -Make clear and concise.

Greensboro/Winston-Salem, North Carolina Area

-Prepared cancellation and rescission letters to be sent out-Managed reserve statuses of claims-Forwarded documentation to the Digital Operations Center for imaging-Worked on the Chase team in which we coordinated with the Loan Qualification Department prioritizing the age of loans that needed to be reviewed for decision-Cross trained as a Claims Document.

Greensboro--Winston-Salem--High Point Area

Completed various office tasks at different companies in the Triad area (I.e. Front desk support, prepared mailers, greeted incoming visitors, managed phones, etc)

Auckland, New Zealand

-Assisted management in effectively matching insurance policies into a database by using Talisman(Citrix)-Followed up to ensure correct docs were posted for Underwriters to review-Researched patient information, decreased backlog of cold calls to doctor’s offices throughout New Zealand regarding missing information-Coordinated with financial advisors in.

Greensboro/Winston-Salem, North Carolina Area

-Proofread handouts for workshop presentations-Completed multiple clerical tasks including designing flyers, typing letters to staff and preparing presentation tools