Experience

American Heritage Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• Commercial Operations Administrator II

  • Oct 2021 - Present

  Philadelphia, Pennsylvania, United States -Review credit files to ensure file/documentation accuracy and compliance with NCUA guidelines. -Review credit memo for completeness and outstanding credit conditions. -Review loan documents and attorney prepared documents for accuracy. -Order environmental report, property search, flood search, credit check and appraisal in accordance with approved conditions and requirements of loan. -Perform clear-to-schedule process which includes preparing closing checklist; order and review… Show more -Review credit files to ensure file/documentation accuracy and compliance with NCUA guidelines. -Review credit memo for completeness and outstanding credit conditions. -Review loan documents and attorney prepared documents for accuracy. -Order environmental report, property search, flood search, credit check and appraisal in accordance with approved conditions and requirements of loan. -Perform clear-to-schedule process which includes preparing closing checklist; order and review loan documentation for accuracy; ensure that wires are processed in a timely manner and/or funds are posted to the appropriate general ledger; stamp; inform lender of any outstanding items. -Ensure that all appropriate fees, including but not limited to origination, underwriting, documentation preparation, are charged to and collected from the member. -Support relationship interaction with title companies, insurance agents, attorneys, etc. -Contact applicants and other applicable parties to obtain all necessary documentation for loan and/or membership. -Review underlying documentation on abstract title reports and determine any required endorsements needed on collateral property by addressing all items to determine their effect on the lien status of the credit union and coordinate any required resolution to perfect credit union security interest. -Prepare closing agent lender's instructions for document preparation and complete all necessary tasks prior to drawing documents. -Maintain a strong understanding of and ensure compliance to federal and state regulations and regulatory requirements pertaining to the Bank Secrecy Act (BSA). Show less



UMortgage

• United States
• Financial Services
• 300 - 400 Employee

• Loan Processor

  • Oct 2020 - Jul 2021

  Philadelphia, Pennsylvania, United States Act as the primary point of contact for consumers and real estate agents, proactively engaging with said parties via phone, email, video, and text. Provide updates to consumers and real estate agents to maintain consistent communication up to the closing date. Coordinate with the Sales team to ensure all external and internal parties involved in the loan process are provided with a timely and accurate experience. Evaluate and verify loan application files and documents to… Show more Act as the primary point of contact for consumers and real estate agents, proactively engaging with said parties via phone, email, video, and text. Provide updates to consumers and real estate agents to maintain consistent communication up to the closing date. Coordinate with the Sales team to ensure all external and internal parties involved in the loan process are provided with a timely and accurate experience. Evaluate and verify loan application files and documents to ensure application data is accurate and finalized, including the type and amount of mortgage, borrower assets, liabilities, and length of employment and marital status. Review, prepare and submit approved loan documents to the lender to prepare for settlement. Review all loan approvals and address any conditions required for the Underwriting team in a timely manner. Schedule and track closing dates, contingency dates, and loan lock expirations. Maintain a meticulous record of data on the volume and status of loans, including new applications, loans approved, canceled, or denied. Show less



Metropolitan Veterinary Associates

• United States
• Veterinary Services
• 1 - 100 Employee

• Neurology Veterinary Assistant

  • Oct 2019 - Aug 2020

  Norristown, Pennsylvania, United States •Learned about veterinary health care, medical instruments, neurology and neurologic diseases in canines & felines. •Wrote thorough histories for legal patient records. •Spoke with clients to answer their questions about their pet’s disease process, treatment, admission to the hospital, and aftercare through in-person and phone interaction. •Composed diagnostic test request forms for in-house hospital use and out-of-house lab work per doctor order. •Handled and restrained sick or… Show more •Learned about veterinary health care, medical instruments, neurology and neurologic diseases in canines & felines. •Wrote thorough histories for legal patient records. •Spoke with clients to answer their questions about their pet’s disease process, treatment, admission to the hospital, and aftercare through in-person and phone interaction. •Composed diagnostic test request forms for in-house hospital use and out-of-house lab work per doctor order. •Handled and restrained sick or fractious patients, to help keep them, the doctor and nurse safe during exams. •Prepared surgery table with sterile instruments and prepped patient for surgery. Show less



PetSmart

• United States
• Retail
• 700 & Above Employee

• Pet Care Specialist

  • May 2016 - Oct 2019

  Collegeville, PA Played with, exercised with, and watched 20+ dogs during "day camp" and walk times. Cared for pets and showed them affection. Washed and groomed dogs, also trimmed/grinded nails. Prepared meals and fed dogs & cats.



Philadelphia Animal Welfare Society (PAWS)

• United States
• Veterinary Services
• 1 - 100 Employee

• Adoptions Administrator Intern

  • Jan 2019 - May 2019

  •Acquired people reading skills, able to properly place an animal into foster care or adopted with a trustworthy human while ensuring animal would be going safely into home by informing human of proper animal care. •Learned animal welfare platforms and programs, such as PetPoint, Trello, ClinicHQ. Entered animal information, vaccines, incidents.

• Foster Care Administrative Intern

  • Sep 2018 - Dec 2018

  Philadelphia, PA •Acquired people reading skills, able to properly place an animal into foster care or adopted with a trustworthy human while ensuring animal would be going safely into home by informing human of proper animal care. •Learned animal welfare platforms and programs, such as PetPoint, Trello, ClinicHQ. Entered animal information, vaccines, incidents.



Suloman's Dairy

• Server and Cashier

  • Aug 2013 - Aug 2015

  Gilbertsville, PA Served ice cream and desserts to customers. Helped and advised customers in any way needed for store, ice cream, or product information. Managed the register. Organized, maintained, and stocked the store and shelves.