Stephanie D.
Lender Services Manager at CommLoan- Claim this Profile
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Bio
Credentials
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Certified Personal Fitness Trainer - Health Fitness Instructor (CPFT-)
(ISSA) International Sports Sciences AssociationJun, 2023- Sep, 2024 -
Mortgage Loan Originator AZ, CA, CO, FL, NC, OR & WA
NMLS
Experience
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CommLoan
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United States
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Financial Services
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1 - 100 Employee
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Lender Services Manager
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Oct 2023 - Present
Work in collaboration within the Lender Services Department to provide back-end lender onboarding and ongoing support for CommLoan's lenders nationwide. Recruit lenders for the CommLoan CUPID platform. Develop and maintain relationships with all types of commercial lenders (conventional, institutional, and agency). Contact CommLoan's lenders on a regular basis for any product updates/changes. Enter lender product information into the CUPID pricing/underwriting platform with the highest levels of quality and accuracy. Serve as a resource for lender escalations for CommLoan's team members. Ensure that CommLoan's customer-centric culture is exemplified and that all communication is timely, professional, and forward-thinking. Maintain knowledge of company policies and procedures. Support the production team by following up with lenders needing to decision loan requests. Keep track of team metrics and support team members in achieving their quotas. Leads projects and initiatives that will help improve the Lender Services side of the company. Support team members with any questions pertaining to Lender Services. Ensure that the lenders we work with are knowledgeable on our process and how to navigate their Lender Portal. Auditing lender profiles and CommLoan tools to ensure information is current and accurate based on the current lending environment. Show less
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Veritas Funding
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United States
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Financial Services
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100 - 200 Employee
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Loan Officer
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Jun 2022 - Jul 2023
Engage with customers to recommend loan products and other services that are in the best interest of the customer. Understand and maintain a thorough knowledge of various mortgage loan programs (FNMA/FHLMC, FHA/VA, etc.) and company products to provide clients with most suitable options. Obtain, validate, and secure pertinent financial and credit data to qualify clients. Clearly articulate loan guidelines & underwriting needs upfront to reduce client confusion & churn. Manage client pipeline to ensure consistent service levels from lead to closed Manage the loan application process to assist clients in completing loan applications, collect information to be verified, identify additional information to be provided or obtained, and provide all disclosures and forms to clients as required. Understand and comply with all applicable government regulations such as RESPA, HMDA and Fair Lending practices. Show less
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GM Financial
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United States
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Financial Services
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700 & Above Employee
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Funding Specialist
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Jul 2017 - May 2021
Review contract documentation for completeness and compliance with state and federal laws as well as adherence to corporate policies, procedures or credit stipulations. Meet minimum company standards for daily loan volume. Conduct all verifications for validaty with external entities, including consumers, dealers and others. Verification of employment, income, income calculations, insurance, collateral and payoffs. Analyze bank statements, credit reports and all other loan approval terms. Communicate and interact, both written and verbally, with dealers, credit center employees, management and external entities in a professional, concise and positive manner. Negotiations, follow up and relationship building. Establish relationships with credit center team members and dealership personnel. Understand obstacles that negatively impact customer satisfaction to dealers or credit centers. Make corresponding recommendations to management for improving satisfaction, process efficiencies or procedures. Understand the company's origination policies and procedures; comply with corporate policies and ensure quality assessments meet minimum corporate standards of 99.5% accuracy. Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Personal Banker
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Mar 2014 - Sep 2016
Customer service focus with experience handling complex transactions across multiple systems. Experience proactively engaging with customers through outreach via phone or email. Ability to educate and connect customer to technology and share the value of mobile banking options. Ability to help customers succeed financially by offering introductions to additional team members as appropriate. Experience working with others on a team to meet customer needs. Experience fostering and developing strong customer relationships. Ability to build strong relationships with internal partners. Ability to follow policies, procedures, and regulations.Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss. Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting. Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues. Support customers and employees in resolving or escalating concerns or complaints. Show less
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