Tara Robertson

Alpharetta, Georgia 404-***-**** adxdk1@r.postjobfree.com

Dedicated, resourceful Loan Officer with 20+ years of combined experience in processing, closing, underwriting, loan officer assistant and loan originating of residential mortgages. Demonstrates a commitment to excellence by consistently applying best practices, driving continuous improvement with a phenomenal work ethic. Promotes business development by building a platform for future growth, establishing, and meeting key performance metrics consistently to deliver premier service the first time, every time.

Education & Certifications

Bachelor of Science in Business Administration Salem State University

Microsoft Excel Classes Part I, II and III New Horizons, November 2022

National Multistate Licensing NMLS for Loan Originators Currently Licensed in FL, TN, TX, CO, and Illinois

Notary Expires May 2024

Technical Skills

Encompass 360, eFolder, File Management, U/W software DU/LP, Edge, Fiserv, Yardi, Customer Relationship Management Tools, Sage 300, Timberline/TimberScan, QB Pro, Pipedrive, Flagstar LoanTrac, Slack, MS Excel, MS Office, Outlook, Calyx Point

Professional Experience

Marie Holdings, LLC. Atlanta, Georgia

Real Estate Manager May 2022 - Present

●Manage 20 commercial dialysis clinics and 6 disregarded entities across the southeast through general administrative oversight, ensuring that all financial obligations for each property are upheld and that each facility is meeting external lender’s requirements

●Update quarterly and monthly financial reports for dialysis clinics and internal reports for leaders as requested

●Provide oversight of the commercial sale of any number of properties by working closely with assigned attorneys and title owners, releasing value to the organization, and utilizing Sage 300 Real Estate and Construction Software to process invoices, code invoices, vendor setup and edits and W9 requests

●Reduce expired documents by reviewing and tracking all lease agreements and amendments, using attention to detail and organization skills to keep documents up to date for reporting and requesting extensions

●Assist with reviewing annual insurance liabilities for general liability insurance, property insurance, cyber security insurance, flood insurance, etc. as needed

Knock Lending, LLC Alpharetta, Georgia

Mortgage Loan Advisor June 2021 - March 2022

●Offered loan advisement services by requesting, reviewing, and processing financial documents for 50+ clients through the multi-stage application process, setting the organization up for success with phenomenal and consistent customer service and follow through

●Encouraged professional development for an additional 2+ realtors per month by promoting Knock Certification to Realtors and advising on how to assist clients in the Home Swap program

●Mitigated risk by following standard operating procedures and aligning operations with federal and state requirements, protecting the organization and clients from loss while maximizing return on investment

●Provided consistent engagement and weekly updates to Realtors and Clients by reliably reaching out, incorporating CRM Pipedrive and Backyard to provide periodic reminders on deadlines and alerts to greatly enhance agent and borrower relationships and interactions

●Fostered a collaborative, focused work environment by working directly with the Sales Manager, Team Lead, and team members, coordinating information through Slack, and supporting 2+ new hires as requested by management

●Managed and maintain a pipeline of up to sixty loans per month with schedules follow up call’s weekly

●Call on new realtor business up to six calls a day to promote industry relationships and future pipeline growth

●Effectively communicate with bridge loan department to ensure maximum loan needs for each borrower

Anchor Home Mortgage Alpharetta, Georgia

Senior Loan Officer November 2020 - June 2021

●Supported the Mortgage Broker by follow-up on company provided leads, contacting 4-6 potential clients per day with strong communication skills to introduce them to offered products and services, fielding questions, concerns, offering rates, pre-approvals/pre-qualifications and Loan Estimates as needed, increasing active applications and closed loans

●Met clerical needs by entering all pertinent loan information into Encompass 360, reviewing applications to be sure they are complete, requesting financial documentation, uploading all financials into indexed categories, and adding to File manager.

●Utilize automated underwriting, such as DU/LP prior to issuing pre-qualification and pre-approval letters to agents and borrowers. Package file for submission into processing to help ensure an on-time and efficient closing on time, every time.

●Participated actively in the community and industry to secure new business by attending or sponsoring CE classes for realtors, increasing sales by forty percent through empowered marketing and outreach efforts

●Drove continuous improvement by identifying and addressing organizational challenges, recommending solutions to optimize performance metrics and streamline routine activities

Acopia Home Loans Cumming, Georgia

Residential Mortgage Loan Advisor and Loan Partner February 2020 - September 2020

●Furthered business development by maintaining relationships with real estate agents, builders, and clients to pursue 15+ new potential applicants and provide purchasing or refinancing services tailored to specific needs

●Qualified applicants by obtaining and assessing financial documentation, submitting initial disclosures and directing the file process to efficiently manage the critical steps in providing funding to clients

●Navigated complex loan structuring and specialized programs offered through GA Dream program, FHA, VA, USDA, and Conventional options to consistently meet and exceed organizational expectations while delivering phenomenal service

●Offered guidance as a Senior Sales Advisor, tailoring marketing strategies and service narratives to facilitate $4-$6 million in sales across 25+ units per month

Green Brick Mortgage, LLC Johns Creek, Ga

Team Lead Originator / Loan Partner June 2019 - October 2019

●Delivered exceptional service through proactive engagement and exceptional communication skills, creating positive experiences for clients purchasing new construction homes through a business partnership with Provident Home Builder.

●Reviewed and submitted residential loan applications for completeness, handling official correspondence, meeting disclosure requirements and coordinating information to appropriate parties to enable routine operations so that the loan is properly sent to processing. Responsible for twelve to twenty-five loan closings per month and keeping all parties up to date throughout the entire process.

●Evaluated any potential risk areas or red flags in the loan file, make sure 1003 URLA is accurate and complete and successfully pre-qualify candidates and fulfill origination obligations

●Optimized the origination process for clients by utilizing Prime Path and DocV, compiling documentation for streamlined access, upload, sort and review all pertinent and required information before transferring the package to the processing team

●Applied best practices by ensuring compliance with state and federal regulations, building rapport and trust with clients as a subject matter expert for industry standards

Additional Experience

Bridge Investment Group Reservation and Reporting Specialist

Marie Holdings, LLC. Commercial Loan Coordinator

Silverton Mortgage Specialists, Inc. Residential Branch Underwriting Coordinator

Silverton Mortgage Specialists, Inc. Residential Loan Originator

Homestar Financial Residential Loan Originator

Fairway Independent Mortgage Corporation Residential Loan Processing and Closer

Citibank Private Bank Residential Loan Processor for private banker clients

Core Competencies

Business Development, Loan Coordination, Risk Analysis, Continuous Loan File Overview and Improvement, Project Planning, Property Management, Sales, Accounting, Pipeline Management, Asset Management and Customer Service

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