Kaylene Marchuk

Sales Resolution Specialist @Finance of America

Irvine, CA, US

Exceed production goals by reviewing over an average of 200 files monthly.• Identify and resolve discrepancies within the LendForce and SalesForce CRM databases in support of 33 Sales Managers for the Retail Sales department.• Verify accuracy of the files submitted based on reports, contracts, and financial statements.• Calculate business profit/loss for complex income by reviewing borrowers tax returns and account statements. • Evaluate borrower\'s liabilities, residual income, and assets to ensure borrower qualifies.• Generate data in Excel & distribute multiple reports to the Leadership team & Sales department.• Obtain director approvals for competitive pricing on interest rates and credits.• Coordinates application signing appointments with borrowers and collect required identification, income & property documentation.• Run Excel reports and collaborate with IT on incorrect or missing data in the CRM systems.• Complete ad hoc projects requested by the leadership team - loan reassignments, pipeline surveillance, etc.• Oversee department Outlook inbox responding to inquires & addressing issues on files for for the Sales department.• Facilitate virtual trainings via Zoom for new employees on loan review process.• Ensure all files comply with company, state, FHA & HUD regulations.

California State Polytechnic University-Pomona

Bachelor’s Degree, Hospitality Administration/Management

Florence University of the Arts

Hospitality Management

Folsom High School

High School