Treese Epperson Email & Phone Number

Murfreesboro, Tennessee, Us

Rockville, Md, Us

● Manage pipeline for all assigned Account Executives● Pre-underwriting loans● Act as liaison between sales and operations staff● Reviews loan conditions and documentation receives from broker’s● Follow up on funding conditions● Answers questions from brokers and there loan officers● Meet assigned month end closing goals● Any additional projects/duties

Mount Laurel, Nj, Us

Organize, index, and evaluate imaged documents via Encompass.● Work closely with the underwriter and funding team to move loansthrough the process and successfully close loans on target dates.● Proactively communicate the status of loans with Brokers, AccountExecutives, Underwriters, and Funders.● Adhere to all applicable policies and procedures, governingregulations, including compliance Identify and resolve issues and escalate to management as appropriate.

Pleasant Grove, Utah, Us

Preformed loan set up to closing procedures.● Maintained constant contact with Brokers and AE’s to request anymissing or additional documentation needed throughout the process.● Reviewed legal documentation, insurance policies, title reports andflood certs.● Maintained knowledge of available loan products , programs andfunctionality of investor guidelines. .

Cincinnati, Ohio, Us

Developed, organized, and established a highly efficient and effective training and coaching program for the Customer Service Representatives and Financial Service Representatives designed to ensure the highest quality customer service and consumer relations standards in private and commercial banking.● Ensure daily office and organizational operations are functioning and processing efficiently while participating in the introduction and sales of correct products to customers.● Managed administrative and operational responsibilities corresponding to the Human Resources component, including but not limited to personally interviewing, hiring, and training new company team members.● Conduct regular assessments and quality assurance reviews to evaluate compliance with requirements and to identify potential gaps in policies, procedures, and business processes while maintaining up-to-date communication and documentation of policies and procedures to team members as changes occur.

Designed, developed, and implemented retail areas for salon owners that would increase product sales by enhancing floor layout plans and merchandising displays geared to immediately attract the attention of consumers and customers .● Conducted financial marketing/merchandising presentations during salon trade shows which demonstrated the financial advantages of a variety of product sales while also serving as an Events and Planning Organizer.● Served as Theme and Visual Creator for Merchandise Enhancement Programs while providing consultant services for salons in the entire southeast region. Managed administrative and operational responsibilities corresponding to the Human Resources component,including but not limited to personally interviewing, hiring, and training new company team members.