Experience

Hometap

• United States
• Financial Services
• 100 - 200 Employee

• Application Specialist

  • Jan 2022 - Mar 2023

  Conducted comprehensive quality assurance checks on loan applications, utilizing analytical skills to identify errors, discrepancies, and potential risks. Collaborated with customers and underwriters to resolve issues and ensure the accuracy and completeness of loan applications. Contributed to the development and implementation of process improvements, leveraging data analysis to identify inefficiencies and streamline workflows. Utilized company systems and tools to maintain accurate… Show more Conducted comprehensive quality assurance checks on loan applications, utilizing analytical skills to identify errors, discrepancies, and potential risks. Collaborated with customers and underwriters to resolve issues and ensure the accuracy and completeness of loan applications. Contributed to the development and implementation of process improvements, leveraging data analysis to identify inefficiencies and streamline workflows. Utilized company systems and tools to maintain accurate records of customer interactions and loan application reviews, ensuring data integrity and timely completion of tasks. Show less



Better

• United States
• Financial Services
• 700 & Above Employee

• End to End Coordinator

  • Jan 2021 - Dec 2021

  Verified and examined loan application and closing documents using Encompass, Jira, and Credco systems to ensure accuracy and completeness, ensuring data integrity through meticulous attention to detail and cross-referencing. Utilized Encompass, Jira, and Credco for data analysis, extracting relevant data and performing analysis tasks to generate insights and identify discrepancies or anomalies in the loan application and closing process. Compiled documents for loan closings, including… Show more Verified and examined loan application and closing documents using Encompass, Jira, and Credco systems to ensure accuracy and completeness, ensuring data integrity through meticulous attention to detail and cross-referencing. Utilized Encompass, Jira, and Credco for data analysis, extracting relevant data and performing analysis tasks to generate insights and identify discrepancies or anomalies in the loan application and closing process. Compiled documents for loan closings, including title abstracts, insurance forms, loan forms, and tax receipts, managing and tracking the status of documents for a pipeline of 45 loans to ensure proper organization and completeness. Developed strong Excel skills for efficient data management, including sorting, filtering, and formula creation, utilizing Excel to organize and track loan application and closing information, create reports, and perform calculations. Show less



Shores Financial LLC

• United States
• Financial Services
• 1 - 100 Employee

• Technical Support Associate

  • Sep 2019 - Jan 2021

  Diagnose, troubleshoot, and resolve hardware, software, or other network and system problems for Financial Advisors. Reviewed incident tickets and responded to Financial Advisor end-users appropriately and within established standards; resolved open tickets in a timely and professional manner, ensuring a positive client experience. Read technical manuals, confer with Financial Advisor users, or conduct computer diagnostics to investigate and resolve problems or to provide technical… Show more Diagnose, troubleshoot, and resolve hardware, software, or other network and system problems for Financial Advisors. Reviewed incident tickets and responded to Financial Advisor end-users appropriately and within established standards; resolved open tickets in a timely and professional manner, ensuring a positive client experience. Read technical manuals, confer with Financial Advisor users, or conduct computer diagnostics to investigate and resolve problems or to provide technical assistance and support. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Associate

  • Apr 2017 - Jul 2019

  Processed a pipeline of various business banking requests such as, open new accounts, research and review claims, and provide customer supper to Senior Relationship Business Managers with a portfolio of 35 business banking clients with a minimum revenue of $5M. Reviewed weekly reports to analyze the accuracy of clients' account documents to maintain adherence of bank policies and procedures. Analyze financial information obtained from clients to determine strategies for meeting… Show more Processed a pipeline of various business banking requests such as, open new accounts, research and review claims, and provide customer supper to Senior Relationship Business Managers with a portfolio of 35 business banking clients with a minimum revenue of $5M. Reviewed weekly reports to analyze the accuracy of clients' account documents to maintain adherence of bank policies and procedures. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

• Phone Banker II

  • May 2015 - Apr 2017

  • Assist with level II support in absence of leadership in a call center environment with multiple service initiatives to achieve performance goals. • Facilitate in training sessions by educating and guiding newly hired peers to exceed productivity goals while following bank regulations. • Proactively coordinate various team engagement events to enhance workplace environment; improve employee to customer satisfaction, maintain ongoing financial conversations, and building lifelong… Show more • Assist with level II support in absence of leadership in a call center environment with multiple service initiatives to achieve performance goals. • Facilitate in training sessions by educating and guiding newly hired peers to exceed productivity goals while following bank regulations. • Proactively coordinate various team engagement events to enhance workplace environment; improve employee to customer satisfaction, maintain ongoing financial conversations, and building lifelong relationships.



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Human Resources Specialist

  • Feb 2013 - Sep 2017

  Prepared and maintained officer and enlisted personnel records. Prepared and reviewed personnel casualty documents. Monitored and transferred records for retired and and separated personnel. Monitored and processed requests for promotions, arranged and conducted award ceremonies to include, promotion declinations, reconsideration for promotions, and arrange for reduction and removal boards for Soldiers on local promotion standing lists. Monitored and slotted lines of duty roles… Show more Prepared and maintained officer and enlisted personnel records. Prepared and reviewed personnel casualty documents. Monitored and transferred records for retired and and separated personnel. Monitored and processed requests for promotions, arranged and conducted award ceremonies to include, promotion declinations, reconsideration for promotions, and arrange for reduction and removal boards for Soldiers on local promotion standing lists. Monitored and slotted lines of duty roles for personnel accounting and strength management using military personnel (MILPERS) database to include temporary duty and travel, personnel processing, personnel Security Clearances, training and reassignment, retention, and special pay Show less