Experience

ANB Bank

• United States
• Banking
• 200 - 300 Employee

• Loan Quality Review Specialist

  • Oct 2020 - Present

  Maintains a current knowledge and compliance with bank and lending related regulations. Perform quality assurance of all loan files to ensure adherence to policies and procedures as well as compliance regulations (HMDA, TILA, TRID, RESPA, REG Z, etc.) Reviews all file documentation for loan files, including title commitments and policies, UCC’s, insurance policies, liens (collateral perfection), commercial entity constituent documents and other documents relating to the loan. Maintain a high degree of accuracy, departmental productivity and quality team goals. Follows applicable Consumer/Commercial loan policies. Delivers quality of service as defined by department standards, setting smart goals that are achievable. Consistently contribute to the ongoing Mortgage Loan Operations efforts to deliver process efficiencies to reduce cost and improve quality and productivity. Participate in other projects as assigned. Show less



HOPE Online Learning Academy Co-Op

• United States
• E-learning
• 1 - 100 Employee

• Admissions Specialist

  • May 2014 - Jun 2020

  Analyze enrollment documents such as birth certificates, I94’s, guardianship papers and court documents for validity. Receive and input immunizations into Infinite Campus. Determine and direct applications to Health Services for non-compliant shot records in addition to health conditions, medications taken at school, and previous/current 504 Accommodation Plans. Direct applications of students with prior suspensions and/or expulsions that parent/guardian acknowledged to Student Service staff review prior to acceptance to HOPE. Alerted HOPE’s Special Education department of children with Individual Education Plans to ensure our school can meet their needs and challenges prior to enrollment. Process and maintain all documents related to enrollment; review, input and proof high school student transcripts into Infinite Campus. Adhere to Enrollment Compliance and Procedures set by the Colorado Department of Education. Attend yearly Douglas County School District Registrar training conferences. Prepare documents for annual Colorado Department of Education audit including evidence of class participation during count window, proof of enrollment, valid birth certificate, class schedule. Participate in bi-monthly Organization Input meetings – representing the HOPE’s Admission Team Adhere to all policies and procedures of the institution, and more specifically Enrollment department, for compliance and service to the student Run Reports/Spreadsheets as requested; Other duties as assigned. Show less



G Moss & Associates, LLP

• Englewood, CO

• Breach Coordinator

  • Jan 2008 - Sep 2011

  Responsible for providing breach letters for a wide range of clients (approx. 30,000 loans/month) Processing client data files, loan payments, payment corrections, disbursements, payoffs, and refunds for errors and discrepancies, improving on time spent for processing Boarding loans that have been modified/renewed. Verify errors and discrepancies with the client and correct all errors as per client instructions. Upload client file to proprietary software and process the file carefully following all necessary steps in order to draft borrower correspondence (Breach letters/Notice of default). Proof read, send invoice to client. Run weekly & monthly reports, managed policies & procedures; trained new employees in department. Scan and file loan documents into permanent retention files on the server. Show less



The Winter Group/Edison MDS

• Highlands Ranch, CO

• Loan Set-Up Coordinator

  • Oct 2005 - Sep 2007

  • Analysis of critical loan documents, transcribing information using web-based propriety application • Maintain a minimum daily production of 7 data captures per day. • Labels borrower documentation and disclosures in the e-folder • Reviews disclosures for signatures, dates and accuracy • Files all ordered items into preliminary conditions tab in e-folder, along with any notes • Submits loan to processing within 3 hours from receipt of file • Follows up on ordered items to ensure received in a timely manner • Marks preliminary conditions as “received” once received and uploaded into the e-folder • Managed and verified loan escrows. • Prepared miscellaneous correspondence and records. Show less