Experience

Citizens Trust Bank

• Banking
• 1 - 100 Employee

• Senior Loan Administrator

  • May 2021 - Present



Shellpoint Mortgage Servicing

• United States
• Financial Services
• 700 & Above Employee

• Bankruptcy Account Manager

  • Oct 2015 - May 2021

  Managed portfolio of bankrupt mortgage loans; update and review bankruptcy information daily  Processed and filed legal documents with Federal Courts in accordance with federal requirements  Served as liaison for company and outside legal counsel  Processed payment collections, payment posting, and account reconciliation  Types, edits and proofreads correspondence, reports, memoranda and contracts  Notify courts regarding payment changes or payment default  Receives and screens phone calls, reviewed and disseminated incoming mail  Provided quality customer service  Contact trustee, debtor’s attorney, or debtor regarding mortgage accounts  Work closely with the Bankruptcy, Litigation, Foreclosure, and Loss Mitigation teams to ensure compliance



Prommis Solution 2009 to 2011

• Bankruptcy Processor

  • Nov 2009 - Mar 2011

  Administrative Support to AttorneysProcessing Bankruptcy Proofs of ClaimCommunication with various courts regarding court calendarCustomer ServiceUpdate client files Administrative Support to AttorneysProcessing Bankruptcy Proofs of ClaimCommunication with various courts regarding court calendarCustomer ServiceUpdate client files



SunTrust Bank

• United States
• Financial Services

• Commercial Credit Services Specialist

  • Apr 2005 - Jun 2009

  Processing Commercial Loan Documents and Mortgages via LEAD System, Compass, Salesforce, and Document ImagingProcessing Government SBA loans, Mortgages, Letters of Credit, and Commercial LinesReview collateral filesPreparation of UCC financing statements Responsible for ordering Certificates of Good Standing Order Flood Determination via Geotrac/ LSI Flood Services/ IlienBook loans in to system after closingQuote PayoffsMonitor and clear exceptionsLoan ServicingGenerating daily, weekly, and monthly reportsServed on Divisional Events Committee/ Event Planning

• Trust Advisory Specialist/ Sales Assistant

  • Jan 2005 - Jan 2009

  Administrative Support to Trust AdvisorsPosted deposits Monitored bill payments for clientsCustomer ServiceServed as back up in Advisors AbsenceMonitored account disbursementsCross Selling Banking Products and ServicesUpdated Client filesSet up new trust accountsMonitored accounts for disbursement appropriate usage



Provident Bank

• United States
• Banking
• 700 & Above Employee

• Executive Mortgage Loan Assistant/ Escrow Analyst/ Team Leader

  • Mar 2003 - Dec 2004

  Analyzing mortgage loan escrow accounts for payment accuracyQuoted account payoffsMade tax and insurance disbursement Audited accountsAdministrative SupportCorresponding with customers with escrow concernsCustomer ServiceResponsible for assigning and follow up of work for team membersGenerating Reports Analyzing mortgage loan escrow accounts for payment accuracyQuoted account payoffsMade tax and insurance disbursement Audited accountsAdministrative SupportCorresponding with customers with escrow concernsCustomer ServiceResponsible for assigning and follow up of work for team membersGenerating Reports



SouthTrust Bank, Private Banking

• Private Bank Specialist/ Sales Assistant/ Loan Administrator/Processor/ Team Leader

  • Jan 2001 - Jan 2003

  Personal Assistant to Private Banking LenderProcessed Construction, Mortgage, Commercial and Consumer LoansResponsible for preparing UCC financing statements, Ordering Certificates of Good Standing, Credit Bureau and D & B reports. Responsible for research and obtaining information on UCC liens, Tax liens and Legal Judgments.Coordinated loan closingsCross sell of banking products and servicesInput loan data into documents through Laserpro systemDaily posting of banking transactions, Teller OperationsResponsible for filing loan documentation with proper governmental authoritiesLoan Funding and Closing and exception processing/ Post ClosingMonitored Daily, Weekly and Monthly reports and logsProcessed Wire TransfersResponsible for overseeing client Trust AccountResponsible for Booking loan information into Bank loan system (AFS Xpress)Corresponded with customers on all banking issues, including sales and cross sales of banking productsWorked with customers to assure banking products were beneficial to their needsMaintained and Tracked Client financial TicklerMonitored and processed exceptions itemsEstablished and Maintained Credit FilesProcess loan draws advances, payments and payoffsWorked as backup in officers absence (closing of loans)Sales and service of banking products including establishment of depository accountsScheduled appointmentsScheduled travel arrangementsGenerating reports