Megan Chance

• Address borrower inquires and disputes
• Collaborate with underwriting, loan processing and all other teams to properly service accounts
• Process timely payoffs and fundings per compliance with bank policy and federal regulations
• Report customer payments and payoffs to third party Freddie Mac daily
• Book new loans and Change in terms to the core system
• Reporting loan delinquencies
• Reconciling daily work from previous day done by coworkers to ensure all data
is entered into the core properly
• Balancing reports

· Independently maintain valid insurance on all escrow accounts

· Disburse real estate tax payments to local governments in amounts in excess of $200,000

· Complete yearly escrow analysis on all escrowed loans

· Disburse hazard and flood insurance premiums weekly from escrow accounts

· Effectively work with third party tracking company on non-escrowed loans

· Accurately pay invoices and maintain records

· Perform duties under critical timelines with full accuracy

· Professionally answer incoming calls and emails to the Mortgage Department

· Adapt to various forms of mortgage software and systems

· Provide a high level of service to customers; including internal customers consisting of loan officers, underwriters, and management

· Maintain the accounts receivable records

· Perform daily reconciliation of expected versus actual payments

· Review past due reports

· Contact customers regarding delinquent accounts

· Handle customer inquiries regarding their accounts

· Answer incoming phone calls

· Manage and organize incoming and outgoing deliveries

· Greet, welcome and direct visitors

· Update calendars and schedule meetings

· Maintain records of office expenses and costs