Experience

ServiceMac, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Senior Client Account Executive

  • Feb 2023 - Present



V.I.P. Mortgage, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• Servicing Manager

  • Jul 2020 - Feb 2023



The Money Source Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Business Development

  • Jan 2018 - Feb 2020



Dovenmuehle

• United States
• Financial Services
• 700 & Above Employee

• Client Account Manager II

  • Aug 2013 - Dec 2017

• Client Account Manager I

  • Dec 2012 - Aug 2013

  • Review and send monthly client remittance• Meet with clients via conference calls on a regular basis to discuss portfolio-specific loan servicing issues• Coordinate and manage client visits • Expedite servicing processes on escalated issues• Write and provide statements of work based on client requests• Schedule issue-specific conference calls with various departments• Provide valuation and portfolio recommendations in response to client inquiries• Maintain an excellent knowledge of mortgage servicing and investor guidelines• Continuously keep abreast of the ever-changing Agency servicing requirements• Thoroughly answer audit requests by providing requested information & documentation• Maintain an excellent knowledge of the workings of all departments within DMI• Ensure that DMI meets all compliance requirements set forth by clients• Manage client relationships to foster a positive working environment between DMI & the client• Work on behalf of the client to affect positive changes throughout DMI departments• Relay client training requests to the appropriate departments to better meet client needs• Review Bank Reconciliations statements on a monthly basis• Provide clients with support in interpreting reports and LPS screens• Meet with members of senior management to review client servicing portfolios• Respond to client emails and phone requests on a wide variety of global issues• Offer feedback on possible technological improvement for clients Show less

• Client Research Analyst

  • May 2007 - Dec 2012

  • Completed requested maintenance and updates on Agency loans• Handle all loan level issues as the designated client analyst for problem clients• Determine workload of other analysts and assist when necessary• Process a companywide report that tracks work order compliance • Provide support and guidance to other analysts on problem issues • Handle problem and escalated client research issues• Process client requests via email and phone• Order documents as requested by the clients• Navigate and interpret LPS operating system• Open, track, and close tasks• Provide detailed notes of work accomplished• Problem solve across a wide variety of issues• Maintain good interpersonal relationships with clients• Send prompt responses and updates to the clients regarding current issues • Apply and disburse funds from suspense accounts• Distribute and assign proxies as needed• Work with internal departments throughout the company to better assist clients• Communicate with all levels of company entry level to senior vice presidents• Assist letter writers in communicating with the clients• Train and mentor new hires of the Client Analyst Group• Process end of day task tracking reports for both Research & companywide distribution • Compose letters specifically tailored to the issue at hand Show less

• Release Researcher / Processor

  • Feb 2007 - May 2007

  • Researched missing documents needed to process the release• Worked with counties via phone and website• DocHunters liaison• Maintained past-due report