Experience

Thompson Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Compliance Officer

  • Aug 2022 - Present



Presidential Bank Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Encompass Support Specialist

  • Aug 2021 - Aug 2022

  This position is responsible for providing support for the Encompass platform as well as other software utilized by Presidential Bank’s Mortgage Banking team. The individual holding this position will be expected to maintain a thorough knowledge of the system(s) to provide support and training to end users.Major Duties and Responsibilities:Expected to acquire and maintain deep product knowledge of the Encompass product suite and other ancillary third-party software in order to provide accurate assistance and training to end-users and diagnose highly complex requests from end-users as it relates to the Encompass platform and associated Ellie Mae Partner Services. Employ problem-solving abilities to understand, interpret, troubleshoot, and resolve system functionality issues and assist the Encompass Support team in deploying solutions for complex product issues (including escalation, system testing, and end-user training). Work closely with department heads to optimize the loan origination process, and the Encompass system, and develop best practices for each user group. Help create and maintain training materials and procedural documents. This function is proactive in nature; sharing knowledge to ensure end-users are up to date on known issues, new features and product release changes, patches, etc. Train and educate end-users on all aspects of the Encompass product suite and related third-party software and encourage optimal utilization and adoption. Participate in special projects that enhance the company’s ability to be efficient, compliant, and profitable. Use a ticketing support system to prioritize, monitor, and document progress on projects/critical issues, and provide reports for later analysis. Show less

• Mortgage Loan Processor

  • Sep 2020 - Aug 2021

  Provide Excellent Customer Service. Acted as the liaison between the borrower, the underwriter, and the loan officer. Provide periodic status updates, and timely return all incoming inquiry calls and emails so that the borrower was well informed. Review residential loan application files to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, length of employment, and marital status. Recommend that title and loan not meeting standards be restructured or denied. Conduct a light income calculation when income documentation is obtainedCall specified companies to obtain homeowners insurance declarations pages, payoffs, appraisals, etc. Inform supervisor of discrepancies in title or credit. Preparing loan for Underwriter approval and initial Closing Disclosure issuance. Record data on the status of loans, including the number of new applications and loans approved, canceled, or denied, using the computer. Show less



S3 Shared Service Solutions, LLC

• United States
• Banking
• 300 - 400 Employee

• Real Estate Loan Processor

  • Mar 2020 - Sep 2020

  Review all assigned mortgage applications submitted by loan officer(s) and ensure completion of all required data Ensure all RESPA disclosures have been generated accurately and delivered as required (throughout entire loan process) Complete all processing tasks assigned for loan application in Mortgage Loan Origination System Order and track status of: appraisal, flood cert, title report and credit supplements as required for loan completion Submit complete loan applications to underwriting for review Contact members regularly to provide status update and request outstanding documentation as requested by underwriting or as required by credit union guidelines Maintain service levels for all processing turn-times as set forth by management including but not limited to: Mandatory disclosure delivery Member daily/weekly/monthly communication standards Loan submission to underwriting Loan clearance from underwriting Process rate-lock requests in a timely and accurate manner Work in collaboration and partnership with other team members Work with Home Equity team to process applications in conjunction with first mortgage applications Show less



Freedom Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Loan Processor / Customer Advocate

  • Jan 2017 - Feb 2020

  Excellent Customer Service. The Loan Specialist is the sole customer contact, and may act as liaison between the borrower, underwriter and loan officer. The Loan Specialist is required to provide periodic status updates, and timely return all incoming inquiry calls. Verifies, compiles, and types application information for mortgage loans and or titles: Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment and marital status. Recommends that title and loan not meeting standards be restructured or denied. Calls specified companies to obtain property abstract, survey, and appraisal etc. Informs supervisor of discrepancies in title or survey. Calls for and reviews sales contracts as well as any required addendums. Prepares loan for Initial CD issuance. Prepares loan application file for underwriting approval. Types and mails approval and denial letters to applicants. Submits approved mortgage loan file to the Mortgage Loan Closer for settlement. Records data on status of loans, including number of new applications and loans approved, canceled, or denied, using computer. Show less



Jeno's Steaks

• Severna Park, MD

• Server

  • Aug 2014 - Jan 2017

  - Handle money, register and transporting money to the bank - Take customers orders, in person or over the phone. - Maintain shop equipment, clean the shop, dishes, and take out trash. - Prepare sandwiches and fries - Make deliveries - Helped on catering events - Customer Service, assist customers with all of their needs and quesions so they can get to and enjoy their food as soon as possible - Handle money, register and transporting money to the bank - Take customers orders, in person or over the phone. - Maintain shop equipment, clean the shop, dishes, and take out trash. - Prepare sandwiches and fries - Make deliveries - Helped on catering events - Customer Service, assist customers with all of their needs and quesions so they can get to and enjoy their food as soon as possible



Triton Security inc

• Security and Investigations
• 1 - 100 Employee

• Private Security Guard

  • Jan 2015 - May 2016

  - Observed and reported any suspicious activities or events on the premises of which I was contracted to guard. - Protected citizens and their property. - Wrote detailed reports of anything and all activities I encounter in exact detail using Microsoft Word. - Performed foot patrols of the premises. Recorded and monitored every person to walk onto the property. - Stopped suspicious people from entering the premises. - Investigated complaints of resident disputes, noises, strange smells, car damages, and signs of smoke or fire - Helped police secure crime scenes on premises I am contracted to guard. Show less



Horizon Cinemas

• United States
• Human Resources Services
• 1 - 100 Employee

• Assistant Manager

  • Dec 2014 - May 2015

  - To open and close the movie theater - Used Microsoft Excel to calculate profits for the day - Assist with ticket sales, concession sales, and anything the customers needs - Monitor security cameras and watch for suspicious behavior such as people sneaking into movies after their movie was over, or children going into rated R movies. - Conduct theater checks to make sure all equipment is functioning properly and to make sure no one is being disruptive in the theaters. - Clean the theaters after every showing to make sure the theater is like new for the next showing - Inform people about the movies we are showing - Handle money transport, an average of $250, from registers to the safe, and to the end of the night, transfer deposits to the back. - Customer Service, assisted customers with all of their needs so they could get to and enjoy their movie as soon as possible. - Supervise sales associates and their activities. - Handle party reservations for the weekends. Show less



Bow Tie Cinemas

• United States
• Movies, Videos, and Sound
• 1 - 100 Employee

• Sales Associate

  • Jan 2014 - Aug 2014

  - Assisted with ticket sales and concession sales - Cleaned the theaters - Informed people about the movies we are showing - Handled money - Customer Service, assisted customers with all of their needs and questions so they could get to and enjoy their movie as soon as possible - Assisted with ticket sales and concession sales - Cleaned the theaters - Informed people about the movies we are showing - Handled money - Customer Service, assisted customers with all of their needs and questions so they could get to and enjoy their movie as soon as possible



A.C. Moore

• United States
• Retail
• 300 - 400 Employee

• Associate

  • Dec 2012 - Jan 2013

  - Restocked, cleaned store and rearranged merchandise. - Customer Service, assisted customers with questions and all of their needs and questions as soon as possible. - Prevented theft of products - Restocked, cleaned store and rearranged merchandise. - Customer Service, assisted customers with questions and all of their needs and questions as soon as possible. - Prevented theft of products



Drug Enforcement Administration

• Law Enforcement
• 700 & Above Employee

• Student Intern

  • May 2012 - Aug 2012

  - Processed physical evidence obtained through investigations into databases, maintained chain of custody, and then stored evidence in evidence room. - Participated in several 6 man Surveillance operations for several cases - Participated in 3 man actions for several different cases - Observed interviews with people important to the current case - Helped with prisoner transport to the court house, where the US Marshals took over custody - Filled out paperwork and case forms for several cases - Learned about Federal drug laws - Observed Special Agents and learned what it means to be a Criminal Investigator - Participated in handgun qualifications - Obtained Top Secret clearance (Expired Dec 2012) Show less



Ollie's Bargain Outlet, Inc.

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • May 2011 - Jan 2012

  - Handled money - Restocked, cleaned store and rearranged merchandise. - Customer Service, assisted customers with questions and all of their needs and questions as soon as possible. - Prevented theft of products - Handled money - Restocked, cleaned store and rearranged merchandise. - Customer Service, assisted customers with questions and all of their needs and questions as soon as possible. - Prevented theft of products



Giant Food

• United States
• Retail
• 700 & Above Employee

• Cashier

  • Jun 2010 - Aug 2010

  - Handled money - Cleaned register and store, also rearranged merchandise. - Customer Service, assisted customers with all of their needs and questions so they could leave the store and have a great day as soon as possible. - Handled money - Cleaned register and store, also rearranged merchandise. - Customer Service, assisted customers with all of their needs and questions so they could leave the store and have a great day as soon as possible.



Dairy Queen

• United States
• Food and Beverage Services
• 700 & Above Employee

• Cashier

  • Jun 2007 - Aug 2007

  - Took orders from customers - Prepared food - Handled money - Maintained shop, cleaned register, counter, and the entire store at the end of the day. Also locked up at the end of the day - Customer Service, assisted customers with all of their needs and questions so they could leave the store and have a great day as soon as possible. - Took orders from customers - Prepared food - Handled money - Maintained shop, cleaned register, counter, and the entire store at the end of the day. Also locked up at the end of the day - Customer Service, assisted customers with all of their needs and questions so they could leave the store and have a great day as soon as possible.



Giant Food

• United States
• Retail
• 700 & Above Employee

• Cashier

  • Jun 2006 - Aug 2006

  - Handled money - Cleaned register and store, also rearranged merchandise. - Customer Service, assisted customers with all of their needs and questions so they could leave the store and have a great day as soon as possible. - Handled money - Cleaned register and store, also rearranged merchandise. - Customer Service, assisted customers with all of their needs and questions so they could leave the store and have a great day as soon as possible.



Capital Gazette Communications

• Newspaper Publishing
• 1 - 100 Employee

• Paper Carrier

  • Jun 2001 - Jan 2006

  - Delivered daily newspapers on time and undamaged. - Collected monthly subscription fees. - Signed new customers up with the newspaper - Interacted with customers and main office personnel. - Delivered daily newspapers on time and undamaged. - Collected monthly subscription fees. - Signed new customers up with the newspaper - Interacted with customers and main office personnel.