Tori Wilson

About

Experienced in client services coordination with a background in project management and mortgage processing. Skilled in Lean Six Sigma methodologies. Extensive experience in both financial services and mortgage industries, having worked in client services, project coordination, and loan processing roles. Also proficient in accounts payable/receivable, QuickBooks, Ramp, Excel, and financial reporting.

Experience

• Client Services Coordinator & Accounts Payable/Receivable Clerk · Potlikker Capital08-01-2023 –

  -Prepare and review loan documents for accuracy and facilitate closing with investors and financial advisors. -Prepare quarterly and annual activity reports for individual investors and foundations that includes quantitative impact metrics. -Manage accounts payable and functions, including invoice processing, vendor communication, and payment scheduling in Ramp Software. -Handle accounts receivable responsibilities such as generating invoices, tracking incoming payments, and resolving discrepancies with clients. -Conduct Month-End Reconciliation in QuickBooks.

• Project Coordinator · The Judge Group06-01-2022 – 05-01-2023

  -Liaison between Hiring Manager and customer to coordinate meeting times with domestic and international customers. -Organize and communicate high-priority tasks daily to team members. -Provide Project Manager with daily, weekly, monthly, and annual reports on project progression. -Collect, verify, and enter onboarding documents in a timely matter.

• Closing Coordinator · Freedom Mortgage01-01-2020 – 12-01-2021

  -Acted as a key point of contact between customers and internal departments. -Reviewed and explained mortgage loan documents to customers, resolving concerns clearly and accurately. -Supported renegotiation of loan terms to benefit customers, enhancing retention. -Regularly exceeded closing goals by managing a high volume of client outreach.

• Mortgage Loan Processor · Financial Freedom Mortgage01-01-2018 – 10-01-2018

  -Built trust and rapport with clients, recommending mortgage products suited to their needs. -Facilitated clear communication between customers and underwriting teams. -Maintained a portfolio of customer accounts, ensuring smooth loan processing. -Collected and verified income statements, identification, and employment verification.

• Junior Loan Officer · Financial Freedom Mortgage07-01-2017 – 12-01-2017

  -Maintained client relationships and supported loan processes. -Processed mortgage documents in a timely manner and ensured accuracy. -Assisted in gathering financial information to underwrite and close loans.

• Collections Representative · PHH Mortgage03-01-2016 – 04-01-2017

  -Handled high net-worth client accounts with professionalism, achieving a 95%-100% reduction in delinquencies. -Customized financial plans to meet individual customer needs. -Trained new hires in call flow and customer communication systems. -Earned 'Rising Star' Award for exemplary performance in customer collections.

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