Phone Banker Servicing Specialist
Resume:
Athena Thomas
Sparks, NV *****
*************@*****.***
Work Experience
Mortgage Servicing Specialist
Greater Nevada Mortgage - Carson City, NV
August 2022 to Present
Answer inbound customer calls, research customer loan inquiries, make outbound customer calls & emails, post payments & payoffs, research delinquent loans, send BRP packages as needed, report P & I to FNMA. Report delinquent loans to FNMA & USDA. Analyze escrow shortages. Loan Partner
AnnieMac Home Mortgage - Reno, NV
October 2021 to June 2022
• Manage the Calendar:
• Set all appointment for Team Leader.
• Confirm all appointments the day before and if you leave a message call the day of as well.
• Have at least two call back times scheduled in team leaders day and change voicemail to reflect those times.
• Lead Tracker:
• Call leads back within 1 hour to set appointments to speak with a licensed Mortgage Loan Originator.
• All leads added to lead tracker.
• Update the referral source every time you attempt/make contact with a lead.
• Bring two copies of lead tracker to each team meeting.
• Give borrower a verbal list of what to bring and directions and make them write it down.
• Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrow, and team leader. (put, from (team leader name) in the re: section of the e-mail.
• Print credit and put it in the appointment folder; have it ready for the appointment.
• Data base management:
• Update our database on the 1st of each month with closed loans from the previous month.
• E-mail program of the week to realtor data base every Friday.
• 30-60-90 day calls for all closed loans.
• ABC calls weekly.
• Birthday Program using CRM tool.
• Team Leader Organization:
• Keep Team Leaders desk organized.
• Keep Team Leader on track with calls and schedule. Loan Partner
American Pacific Mortgage Corporation - Reno, NV
July 2021 to October 2021
Upload applications to Encompass, market to database, design monthly marketing flyers. Assist with pipeline management, Assist LO with projects.
Mortgage Servicing Specialist
Capstar Bank - Nashville, TN
June 2020 to June 2021
Report P & I & EDR to Freddie Mac. Disburse annual renewal payments for hazard and flood escrowed loans. Provides full service for mortgage loans, book loans to system and add Freddie Mac Participation records. Work with 3rd party Vendor for Force Placed hazard or flood policies. Perform Annual Escrow Analysis & adjustments.
Mtg. Servicing Asst. II
Franklin Synergy Bank - Franklin, TN
January 2015 to May 2020
Handled all mortgage collections, originated and submitted Flex modifications. Reported EDR to Freddie Mac, support & serviced all mortgage loans. Booked loans to system and performed Annual Escrow Analysis along with disburse hazard & flood annual renewal payments. Processed Insurance claims. Processor
Greater Nevada Mortgage - Carson City, NV
December 2014 to December 2015
Processed mortgage loans, reviewed & submitted prior to doc and funding conditions, ordered Preliminary Title reports and cleared items, ordered & reviewed Mavent reports. Phone Banker
Wells Fargo Bank - Reno, NV
January 2010 to November 2015
Solicited existing customers for additional banking products, review for mortgage and / or Heloc opportunities. Service existing deposit, CD and investment accounts nationwide. Branch Manager / Loan Coordinator / Processor
Everest Capital Group, Inc. - San Ramon, CA
December 2007 to November 2010
For a Wholesale Lending Broker, I calculated commission sheets for Loan Officers, audited loan files, coordinated events with Account Executive Reps & Lenders. Processed loan files and submitted to Lender direct, cleared all prior to doc, funding conditions. Originated loans with Broker. I also was a mobile Notary and did loan signings.
Education
GED
Oakley Adult Ed. - Oakley, CA
Skills
• Mortgage Servicing
• Escrow
• Banking
• Calendar Management
• Sales Pipeline
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