Experience

The National Bank of Indianapolis

• United States
• Banking
• 200 - 300 Employee

• Loan Documentation Senior Specialist

  • Jun 2016 - Present



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Commercial Documentation Analyst

  • Oct 2000 - Jun 2016

  Responsibilities include file review and documentation for compliance with underwriting, legal, and collateral requirements on floorplan, commercial and real estate financing for commercial customers in the mid-west, east and northeast region. Responsibilities include file review and documentation for compliance with underwriting, legal, and collateral requirements on floorplan, commercial and real estate financing for commercial customers in the mid-west, east and northeast region.



Banc One Financial Services, Inc

• Central Servicing Manager

  • Sep 1995 - Aug 2000

  Responsibilities included managing audit of files for conformance to federal regulations and investor guidelines, coordinating investor bulk loan sales and shipping, payment and payoff posting, investor premium rebates, document tracking process, file tracking process, developing lien perfection review as a new function for BOFS, developing department manual, developing quality control tracking and measurements, training employees in departmental functions, and participation in project team for disaster recovery, implementation of automated servicing system, and securitization. Show less



Home Mortgage Corporation

• Closing Manager

  • Aug 1993 - Sep 1995

  Responsibilities included coordinating closings with all parties; preparing closing packages; responsible for 360 degree turnaround in customer satisfaction of closing experience; shipping closed loan packages per investor requirements; establishing closing instructions and reference material; managing regulatory compliance adherence; post closing (brought current a 3 year backlog); tracking and reviewing final documents (brought current a 3 year backlog); and setting up and maintaining completion escrow process. Show less



Banc One Mortgage Corporation

• Compliance / Quality Control Auditor

  • Jun 1992 - Aug 1993

  Responsibilities included file selection based on quota criteria, intensive auditing, and reporting the audit findings in regards to regulatory compliance and investor guidelines. Auditing of loan files included saleable, portfolio, declined, rejected, defaulted, Section 23A loans, and on-site branch audits.

• Loan Shipper

  • Apr 1991 - Jun 1992

  Responsibilities included preparing loan transfer documents and shipping to secondary market investors. Achieved a first time recognition for Banc One Mortgage from FNMA for excellence in quality of pool loan submissions.

• Tax Specialist

  • Aug 1988 - Apr 1991

  Responsibilities included collecting real estate tax bills from proper authorities, balancing and submitting bulk payment by deadlines, tracking tax escrow updates, verifying and researching property descriptions, manually performing line-item / low-point escrow analysis, and handling customer inquiries regarding escrow information.

• Loan Processor

  • Sep 1985 - Aug 1988

  Responsibilities included processing and closing mortgage loans in conjunction with investor guidelines and corporate policies. Coordinated communication between all parties.Volunteer Work: Served at United Way Agencies through their Day of Caring Program.



Shelby Federal Savings & Loan

• Mortgage Closer / Processor

  • Feb 1985 - Sep 1985

  Residential conforming loan processing and closing package preparation. Residential conforming loan processing and closing package preparation.