Experience

Phipps Houses

• United States
• Facilities Services
• 1 - 100 Employee

• Compliance Specialist

  • Dec 2021 - Present

  Work with applicants for affordable housing to request and obtain required documents . Review and calculate applicants provided income and assets information analyze documents to determine if follow up information if needed. Complete and some third-party verifications on daily basis. Maintain a detail log of applicants filed in process tracking deadlines for applicants submit require a document this process files and prepare the tenants income certification form in accordance with the city state federal program. Submit the complete applicants files to the VP of marketing and or project manager for review in a timely manner, respond and complete additional updates promptly after reviewed by project manager. Show less



Network Capital Funding Corporation

• Closing Processor

  • Dec 2020 - Oct 2021

  Verify and analyze loan documentation including income, credit, appraisal, and title, while maintaining strict compliance with all applicable federal and state regulations. Submit loan application files to underwriting for approval, and creates and mails approval or denial letters to applicants. Edit application, or input application through Point and download to Automated Underwriting System (Desktop Underwriter) and run credit to obtain pre-approval. Request conditions and review items from borrower to obtain underwriting clearance. Diligently meet company goals and deadlines interact with internal and external parties to take a loan from origination to funding. Utilize pipeline reports to effectively manage loans and prioritize daily workflow. Provide professional customer service, scheduling closing and coordinate with notary.Main point of contact for borrowers through verbal and written communication. Review underwriting approval for required conditions needed to move file through post- closing. Show less



Optima Tax Relief

• United States
• Financial Services
• 200 - 300 Employee

• Closing Specialist

  • Feb 2018 - Jul 2020

  Managed case closures for 130+ per clients a month, ensuring a clear, streamlined graduation experience Reviewed cases for accuracy and communicated closing terms to clients, verifying full understanding of IRS rules and regulations as it relates to resolution contract Ensured all key facts and circumstances of case is considered, and no unresolved issues are left outstanding.Handled 90+ client campaign reviews on a monthly basis Partner closely with Tax Professionals and cross-function departments, documenting progress and reviewing financial analyses for accuracy to ensure clients always receive the best options Resolution Specialist- February 2018– October 2018 Subject matter expert in all steps of the tax relief process with ability to explain in detail IRS repayment plans, contingencies, and limitations Successfully gathered a high volume of tax documents (1099s, W2, 1095, etc) to prepare tax returns Handled up to 80+ inbound and outbound calls daily, providing clear and concise updates and completing any required forms and disclosures Consistently maintained a 90%+ in all performance goals, including customer satisfaction (CSAT) targets Show less



CashCall, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Loan Processor

  • Feb 2016 - Nov 2017

  Responsible for underwriting loans and making necessary structural changes in accordance with underwriting guidelines and applicable state banking regulations. Provided support to loan officers, review and verify borrowers income, Credit report employment history’s, property appraisals and title insurance information to prepare a loan applications in underwriting submittals and prepare closing documents and setting signing. Responsible for underwriting loans and making necessary structural changes in accordance with underwriting guidelines and applicable state banking regulations. Provided support to loan officers, review and verify borrowers income, Credit report employment history’s, property appraisals and title insurance information to prepare a loan applications in underwriting submittals and prepare closing documents and setting signing.