Experience

DocMagic
• United States
• Software Development
• 1 - 100 Employee
• Compliance Analyst

  • Jan 2020 - Present


Washington Federal

• United States
• Banking

• Mortgage Loan Processor II

  • Feb 2018 - Jul 2018

  Responsible for processing mortgage loans in a bank setting to ensure borrowers were TRID compliant. Upheld strong disclosure and redisclosure skills that allowed for accurate documentation. Reviewed and preformed audits to ensure team files were compliant for closing. Achievements: -Top loan closer for Construction Loan team Responsible for processing mortgage loans in a bank setting to ensure borrowers were TRID compliant. Upheld strong disclosure and redisclosure skills that allowed for accurate documentation. Reviewed and preformed audits to ensure team files were compliant for closing. Achievements: -Top loan closer for Construction Loan team



Pension Planning Consultants Inc.

• Financial Services
• 1 - 100 Employee

• Pension Associate-Participant Services Department

  • Sep 2015 - Jul 2017

  Responsible for processing 401(k) contributions and distribution of 401(k) loans in compliance with plan documents for the DOL and ERISA regulations. Initiated and led the Participant Services Department in transitioning duties from the Plan Administrators to the Participant Services Department. Led the new employee training program to ensure successful candidates completed the required tasks to transition to the Plan Administration Department. Responsible for processing 401(k) contributions and distribution of 401(k) loans in compliance with plan documents for the DOL and ERISA regulations. Initiated and led the Participant Services Department in transitioning duties from the Plan Administrators to the Participant Services Department. Led the new employee training program to ensure successful candidates completed the required tasks to transition to the Plan Administration Department.



Kelly, Rammelkamp, Muehlenweg & P.A.

• United States

• Legal Assistant

  • Mar 2014 - Aug 2015

  Responsible for providing support to associate attorney and three of the business partners in the litigation firm. Managed and maintained the associate attorney's calendar and workflow to ensure client meetings were scheduled and deadlines were met. Prepared and filed legal documents with County and Federal courts. Responsible for providing support to associate attorney and three of the business partners in the litigation firm. Managed and maintained the associate attorney's calendar and workflow to ensure client meetings were scheduled and deadlines were met. Prepared and filed legal documents with County and Federal courts.



Lucky Brand

• United States
• Apparel & Fashion
• 700 & Above Employee

• Supervisor

  • Nov 2012 - May 2013

  Led daily operation of store and provided employee supervision to ensure closing operations, register reconciliation, and deposits were correct. Provided motivation and support for customer and employee sales in a high-profile boutique store. Led daily operation of store and provided employee supervision to ensure closing operations, register reconciliation, and deposits were correct. Provided motivation and support for customer and employee sales in a high-profile boutique store.



J.Crew

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Personal Stylist

  • Oct 2007 - Oct 2012

  Responsible for retail clothing sales and brand promotion. Built, serviced, and maintained a clientele base with $635k in individual annual sales. Helped customers select pieces for their wardrobe before, during, and after store hours. Assisted in organizing and hosting private sales events for clients. Responsible for retail clothing sales and brand promotion. Built, serviced, and maintained a clientele base with $635k in individual annual sales. Helped customers select pieces for their wardrobe before, during, and after store hours. Assisted in organizing and hosting private sales events for clients.



K. S. Partners

• United States
• 1 - 100 Employee

• Assistant Property Manager

  • Nov 2006 - Jul 2007

  Responsible for supporting the Senior Commercial Property Manager and Asset Manager. Oversaw and tracked the annual maintenance contracts. Managed tenant improvement and capital projects within the company portfolio. Coordinated general contractors to complete projects on time and at budget. Responsible for supporting the Senior Commercial Property Manager and Asset Manager. Oversaw and tracked the annual maintenance contracts. Managed tenant improvement and capital projects within the company portfolio. Coordinated general contractors to complete projects on time and at budget.



Access National Mortgage

• Banking
• 1 - 100 Employee

• Loan Officer

  • Jul 2005 - Jun 2006

  Specialized in investment property financing and held the responsibility to preform loan origination to evaluate, approve, or reject loans applications. Specialized in investment property financing and held the responsibility to preform loan origination to evaluate, approve, or reject loans applications.



National City Mortgage

• Loan Officer

  • Jul 2002 - Jul 2005

  Specialized in FHA 203(k) financing and held the responsibility to preform loan origination. Averaged $22 million dollars in annual closings. Specialized in FHA 203(k) financing and held the responsibility to preform loan origination. Averaged $22 million dollars in annual closings.



George Mason Mortgage, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Loan Officer Assistant/ Lead Processor

  • Dec 2000 - Jul 2002

  Responsible for supporting a high-volume loan officer with a national builder account. Worked with the building team to make sure that initial loan applications remained current to facilitate smooth closing of loans at the completion of home construction. Upheld an average closure rate of 40 mortgage loans per month with a total pipeline of 75 loans. Responsible for supporting a high-volume loan officer with a national builder account. Worked with the building team to make sure that initial loan applications remained current to facilitate smooth closing of loans at the completion of home construction. Upheld an average closure rate of 40 mortgage loans per month with a total pipeline of 75 loans.



Kadena Family Support Center

• Volunteer, New Home Purchase Presenter and Credit Counseling

  • Sep 1998 - Nov 2000

  Responsible for homebuyer education and credit counseling to military families stationed in the Western Pacific. Prepared and hosted monthly new home buyer seminars for military members preparing to purchase homes on return to the United States. Provided individual counseling on credit readiness. Responsible for homebuyer education and credit counseling to military families stationed in the Western Pacific. Prepared and hosted monthly new home buyer seminars for military members preparing to purchase homes on return to the United States. Provided individual counseling on credit readiness.



Access Mortgage

• Real Estate
• 1 - 100 Employee

• Senior Loan Processor

  • Aug 1997 - Sep 1998

  Responsible for processing mortgage loans and work flow management for multiple loan offices. Created a training protocol and schedule for the processing department. Responsible for processing mortgage loans and work flow management for multiple loan offices. Created a training protocol and schedule for the processing department.



First American Bank

• United States
• Banking
• 700 & Above Employee

• Loan Processor

  • Jan 1997 - Aug 1997

  Responsible for processing mortgage loans. Maintained monthly closings of 25-30 loans a month. Supported and promoted financial products offered by First American Bank. Responsible for processing mortgage loans. Maintained monthly closings of 25-30 loans a month. Supported and promoted financial products offered by First American Bank.



National Express Mortgage

• Senior Loan Processor / Processing Supervisor

  • Jun 1996 - Nov 1996

  Oversaw processes for a large mortgage broker/banker. Processes included distribution of work load, reviewed all outgoing files, supervised pre-underwriting of all loans. Oversaw processes for a large mortgage broker/banker. Processes included distribution of work load, reviewed all outgoing files, supervised pre-underwriting of all loans.



Davis and Amaral Mortgage Consultants

• Senior Loan Processor

  • Dec 1993 - Dec 1995

  Responsible for processing FHA, VA, conventional mortgages, construction, and construction perm financing loans. Upheld a pipeline of approximately 50 loans with 20-30 closing each month. Provided income analysis of profit, loss, personal, and corporate tax returns. Responsible for processing FHA, VA, conventional mortgages, construction, and construction perm financing loans. Upheld a pipeline of approximately 50 loans with 20-30 closing each month. Provided income analysis of profit, loss, personal, and corporate tax returns.



Metro Mortgage

• United States
• Banking

• Loan Processor

  • Nov 1992 - Nov 1993

  Responsible for processing FHA and VA loans. Responsible for processing FHA and VA loans.



Ambest Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Assistant/ Loan Processor

  • Jan 1992 - Nov 1992

  Responsible for conventional loans, and assisted the accountant who maintained and accounts receivable and bank deposits. Responsible for conventional loans, and assisted the accountant who maintained and accounts receivable and bank deposits.