TRACIE MARROW
Intake Coordinator For Business Finance at The Accredited Group- Claim this Profile
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English -
Topline Score
Bio
Credentials
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New York Mortgage Loan Origination License
Nationwide Multistate Licensing SystemFeb, 2021- Oct, 2024 -
NYS LIFE, ACCIDENT AND HEALTH
-Sep, 2004- Oct, 2024
Experience
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The Accredited Group
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United States
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Financial Services
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1 - 100 Employee
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Intake Coordinator For Business Finance
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Mar 2023 - Present
Receive loan package from sales rep and review for accuracy and completion Rename files as per company policy as needed Pull credit and create/review bank checklist, run SOS and SAFER searches as needed Submit files to lenders via CRM and Lender Portals per guidelines Enter all deal updates to CRM in a timely manner (Approvals, Declines, Items pending) Request exceptions as needed Pipeline management - Follow up with Sales team and Lenders on deals per milestone Receive loan package from sales rep and review for accuracy and completion Rename files as per company policy as needed Pull credit and create/review bank checklist, run SOS and SAFER searches as needed Submit files to lenders via CRM and Lender Portals per guidelines Enter all deal updates to CRM in a timely manner (Approvals, Declines, Items pending) Request exceptions as needed Pipeline management - Follow up with Sales team and Lenders on deals per milestone
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MLB Residential Lending, LLC.
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United States
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Banking
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1 - 100 Employee
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Branch Operations Manager/Residential Processor
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Jul 2017 - Sep 2022
-Processed loan application from opening loan through disclosure to approval and closing -Primary point of contact for obtaining credit documentation and underwriting conditions -Analysis of credit reports, property appraisals, title and associated documentation -Assist Branch and Sales Manager with seminars at active military bases -Managed all social media accounts for Foundation/branch/loan officers -Processed loan application from opening loan through disclosure to approval and closing -Primary point of contact for obtaining credit documentation and underwriting conditions -Analysis of credit reports, property appraisals, title and associated documentation -Assist Branch and Sales Manager with seminars at active military bases -Managed all social media accounts for Foundation/branch/loan officers
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Pipeline Manager
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Aug 2015 - Nov 2015
• Ongoing (daily, weekly, monthly) review of assigned regional pipelines • Weekly communication with business partners to discuss pipeline challenges and opportunities • Ensure loans are progressing through the mortgage process at desired pace and in accordance with the Bank’s policy and processes • Provide work direction and training • Own the progression of all assigned transactions for a region(s) from pre-registration through closing • Participate in weekly meetings with Region Sales Manager, Vice President of Underwriting and Processing Supervisor • Serve as the primary point of contact and owner for the Private Bankers and Regional Manager for Pipeline status • Work with mortgage originators to review their priorities and ensure all loans are being reviewed weekly by the processor and that the loan officer is updated accordingly Show less
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GuardHill Financial Corp.
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United States
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Financial Services
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1 - 100 Employee
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Mortgage Processor- Pipeline Manager To President of Guardhill Financial
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Sep 2014 - Jan 2015
-Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Review loan approvals and address all conditions required for underwriting and closing -Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Prepare and submit timely and accurate loan files to the Underwriting & Closing Departments -Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Review loan approvals and address all conditions required for underwriting and closing -Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Prepare and submit timely and accurate loan files to the Underwriting & Closing Departments
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Loan Coordinator to Executive Vice President-The Manhattan Division
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Mar 2013 - Sep 2014
-Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Review loan approvals and address all conditions required for underwriting and closing -Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Prepare and submit timely and accurate loan files to the Closing Department -Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Review loan approvals and address all conditions required for underwriting and closing -Scheduling and tracking of closing dates, contingency dates and loan lock expirations -Prepare and submit timely and accurate loan files to the Closing Department
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LEND AMERICA
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United States
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Financial Services
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Sr. Loan Processor to Manager
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Jun 2008 - Dec 2009
-Examine documents such as appraisal, credit reports, and title, income and bank statements -Verifying income and reviewing credit (using the rescore program to ensure borrowers qualify) -Coordinating the loan process with borrower, attorneys, & real estate agents to facilitate closings -Processed FHA, 203k and Conventional loans -Examine documents such as appraisal, credit reports, and title, income and bank statements -Verifying income and reviewing credit (using the rescore program to ensure borrowers qualify) -Coordinating the loan process with borrower, attorneys, & real estate agents to facilitate closings -Processed FHA, 203k and Conventional loans
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Refinance.com
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Financial Services
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1 - 100 Employee
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Sr. Loan Processor
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Dec 2006 - May 2008
-Ordered title, appraisal and coordinated closings -Reviewed HUD-1's and final closing documentation -Handled loans from submission, origination to funding -Uploaded loans to automated underwriting systems (DO/DU, LP and Clout) -Analyzed income, asset, title and appraisal documentation -Submit non conforming loans to broker's (Freemont, BNC, and Wilmington & Countywide) - Processed FHA loans -Issue proper disclosures as required by federal regulatory compliance -Review rate lock and point objectives for accuracy -Order all lien payoffs, VOE's and obtained insurance certificates Show less
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Mortgage Loan Processor
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Jan 2002 - Sep 2006
-Assist clients in completing details of application and verify financial information provided -Order title, set appraisals, and assign bank attorney -Managing pipeline to achieve the highest loan funding for loan consultants -Follow-up with clients for documentation required for processing -Performed all office duties: scheduling of appointments, clerical assignments -Originated Residential mortgages (including FHA & VA) and Consumer equities -Perform pre-qualification and debt ratio analysis for clients -Develop referral network with local realtors, hospitals, and builder Show less
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WASHINGTON MUTUAL BANK
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United States
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Banking
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1 - 100 Employee
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Sr. Loan Coordinator/Jr.Underwriter
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Jan 2002 - Sep 2006
-Submitted original and resubmitted loans for credit decision by Credit Analysts -Performed credit analysis (debt to income ratios, ltv etc) and verified income documentation -Reviewed appraisal, flood and title reports and informed parties of requirements needed -Ordered VOE's, VOM's and payoff's to clear conditions and resolve conflicts -Submitted original and resubmitted loans for credit decision by Credit Analysts -Performed credit analysis (debt to income ratios, ltv etc) and verified income documentation -Reviewed appraisal, flood and title reports and informed parties of requirements needed -Ordered VOE's, VOM's and payoff's to clear conditions and resolve conflicts
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Washington Mutual
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United States
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Insurance
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Senior Personal Financial Representative
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Jan 2002 - Sep 2006
-Origination of Conventional, Jumbo Residential Loans, Home Equity Loans & Lines of Credit -Selling bank products & services to new and existing clients -Performed teller duties when needed -Origination of Conventional, Jumbo Residential Loans, Home Equity Loans & Lines of Credit -Selling bank products & services to new and existing clients -Performed teller duties when needed
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Education
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1991 - 1995
University of Massachusetts, Amherst
Bachelor's degree, Business Administration and Management, General -
1988 - 1991
Walt Whitman High School
Regents
Community
