• Provide in depth overview highlighting the benefits of Calyx Software's products.•Process orders and upgrades for a new and existing clients.•Assist with new client set up and onboarding.•Created recorded demos for clients needing after hour support.•Provide an open line of communication for client support and accounting issues.

• Assist financial institutions and brokers with training in Calyx loan origination software.• Offer suggestions on potential software needs to assistance with business efficiency.• Provides training on compliance with consumer financial protection bureau (CFPB), TILA-RESPA integrated disclosure (TRID)• Has Knowledge of qualified mortgage and loan score card.• Assist companies with technical errors quickly and efficiently to reduce the loss of business production.• Assist companies with network setup by assigning responsibilities to specific groups, making suggestions that help streamline their business • Assist loan originators with accessing 3rd party vendor networks to complete loan reviews.

• Processed home loans to assist with damage from national disasters.• Reviewed credit and title to confirm lien position for collateral.• Completed credit analysis & income verification to determine ability to pay.• Evaluated damage reports & insurance proceeds to determine eligibility.• Point of contact throughout the entire review process

• Managed a team of 10-12 loan tech support agents.• Assisted Financial Institutions and Brokers with Calyx point loan origination software.• Provided training on consumer financial protection bureau (CFPB), TILA-RESPA integrated disclosure (TRID,) and software changes.• Worked internally with other departments to resolve client issues

• Managed a pipeline of FHA, VA, Freddie Mac, Non-GSE, and bankruptcy loans.• Ordered credit, title, appraisal, flood services, and gathered additional documents for processing.• Maintained contact with homeowners during the loan process to maintain accurate & timely processing.• Assisted with the training of new employees.

• Provided support to management by helping maintain daily functions of team operations.• Performed quality audits to confirm accuracy & created reports to track statistics.• Trained new agents & created training materials for compliance or system updates.• Maintained contact with customers to streamline the review process.

• Completed 1st level foreclosure audit reviews submitted to attorneys for processing.• Performed detailed reviews of mortgage loans to confirm valid foreclosures.• Responsible for finding effective resolutions on past due homes while mitigating company losses.• Attempted to maintain homeownership by working with the customers to find the best strategies.• Processed payments, monthly deferments, modification & foreclosure options.• Calculated income, housing to income ratio, and debt to income ratio.• Conducted training for outsourcing project.