Experience

ServiceMac, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Claims Specialist

  • Jun 2022 - Present

  Perform daily follow-up of all assigned assets to ensure a smooth process to avoid delays. • Respond to all incoming requests regarding claims status' Conduct proactive and effective pipeline management in accordance with standard performance expectations. • Complete proper review and execution of needed supporting documentation to ensure claim can be submitted to HUD properly and timely. • Verify the accuracy of all relative documents extracted from various resources, including invoices, internal departments, vendors, and external servicers. • Receive, research and resolve inquiries in a timely and accurate manner and communicate effectively with the vendor, client, investor, internal departments, and external servicers when necessary. • Ensure compliance with HUD guidelines, company policies, relevant laws and regulations and maintain integrity of financial data and all aspects of the claims process. Show less



Home Point Financial

• United States
• Banking

• Claims Specialist

  • Jan 2021 - Jun 2022

  • Perform daily follow-up of all assigned assets to ensure a smooth process to avoid delays. • Respond to all incoming requests regarding claims status' Conduct proactive and effective pipeline management in accordance with standard performance expectations. • Complete proper review and execution of needed supporting documentation to ensure claim can be submitted to HUD properly and timely. • Verify the accuracy of all relative documents extracted from various resources, including invoices, internal departments, vendors, and external servicers. • Receive, research and resolve inquiries in a timely and accurate manner and communicate effectively with the vendor, client, investor, internal departments, and external servicers when necessary. • Ensure compliance with HUD guidelines, company policies, relevant laws and regulations and maintain integrity of financial data and all aspects of the claims process. Show less



Fannie Mae

• Financial Services
• 100 - 200 Employee

• Claims Quality Auditor

  • Jul 2018 - Jan 2021

  Timely and accurately review invoices for approval based on Fannie Mae servicing guidelines. • Enforce billing guidelines through the audit of invoice exception reporting. • Manage rebuttal process and request for additional documentation. • Complete administrative tasks including data collection, system administration, and vendor correspondence. • Log review errors found in the invoice quality control process and summarize findings with department management. Timely and accurately review invoices for approval based on Fannie Mae servicing guidelines. • Enforce billing guidelines through the audit of invoice exception reporting. • Manage rebuttal process and request for additional documentation. • Complete administrative tasks including data collection, system administration, and vendor correspondence. • Log review errors found in the invoice quality control process and summarize findings with department management.



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Quality Analyst II

  • Apr 2015 - Jul 2018

  Monitors and evaluates the quality of work as measured against timeliness, accuracy, and productivity standards. Documents quality issues, performance measures and quality improvements for management review. Provides information to assist in giving feedback to employees and in the training of employees. Ensures proper application of and compliance with internal and regulatory standards, guidelines and procedures. • Processes bankruptcy accounts in accordance with policies, procedures, and processes, which include auditing bankruptcy documents for accuracy and efficiency. • Codes bankruptcy accounts appropriately within computer system. • Bankruptcy document execution as needed • Review of bankruptcy schedules, plans, motions, and objections as needed to verify bankruptcy information and research any discrepancies. • Train/ coach new employees. • Other projects as assigned. Show less



Carlisle and Gallagher

• Bankruptcy Analyst

  • Jan 2015 - Apr 2015

  Review, comprehend, and document bankruptcy court documents including bankruptcy schedules, bankruptcy plans, and proofs of claim. • Follow procedural guidelines and take action based on analysis of bankruptcy case • Effectively communicate findings, issues, and irregularities to management. • Reconcile payment ledgers • Review payment change notification Review, comprehend, and document bankruptcy court documents including bankruptcy schedules, bankruptcy plans, and proofs of claim. • Follow procedural guidelines and take action based on analysis of bankruptcy case • Effectively communicate findings, issues, and irregularities to management. • Reconcile payment ledgers • Review payment change notification



Penny Mac

• United Kingdom

• Bankruptcy Specialist II

  • Nov 2013 - Jan 2015

  Manage and report on financial and accounting aspects of assigned portfolio, including performance and profitability, timelines of disposition, overall characteristics, status and general reporting to senior management. • Interface and coordinate with other departments, including Home Retention, REO, Foreclosure, Accounting, Legal, and Collections. • Manage title and vesting process, including collateral issues, and work with vendors and custodians as necessary. • Provide support to local and outside to review and comment on court documents, assist in resolution of litigation matters and attorney inquiries, and consult with counsel on escalated borrower issues received by default management. • Accountable for performing all duties in accordance with company policies and procedures and state and federal laws. Show less



Residential Credit Solutions, Inc

• United States
• Financial Services
• 1 - 100 Employee

• Bankruptcy Analyst

  • Oct 2012 - Nov 2013

  • Update LPS workstation when BK petition is received. • Review Proof of Claim figures to be filed the BK Court. • Review Chapter 13 Plan filed and files an objection if necessary. • Review accounts for potential filing Motion for Relief action. • Review Agreed/Consent Order in the event MFR was not granted at hearing. • Daily processing and payment reconciliation of payments received on bankruptcy accounts. • Send Notice of Default for loans that have failed to comply with Consent Order. • Reviewing plans and schedules filed by the debtor, responding to requests from courts and attorneys regarding documentation requirements, and contacting debtor attorney's regarding the intent of the debtor's mortgage. • Demonstrate professional behavior and teamwork, is punctual, dependable and adheres to company policies and procedures. • Close loans that are no longer in Bankruptcy and notify other departments. • Accept other duties as assigned. Show less

• Asset Recovery Eviction Analyst

  • May 2010 - Jun 2012

  Managed a portfolio of assigned tasks to support REO's Asset Recovery department. Minimized timelines to reduce credit risk. Collaborated as needed with internal and external vendors. Monitored legal issues. • Responded to inquiries and requests. • Performed periodic analysis and review of data. Investigated questionable data. Advised senior staff regarding current status and outstanding items. • Updated databases to ensure that information is accurate, complete, and accessible. Maintained records and files. • Ensured adherence to laws, regulations, and the firm's policies. • Performed special projects. • Ensures the effectiveness of internal controls in compliance with corporate objectives and government standards, such as the Sarbanes-Oxley Act (SOX) Show less



CitiMortgage

• Investment Management

• Bankruptcy Specialist II

  • Sep 2008 - May 2010

  • Responsible for managing a bankruptcy portfolio through bankruptcy processes. • Reviewed incoming documentation for relevance and action. • Reviewed bankruptcy plans for feasibility and negotiated with debtor's attorneys to protect CitiFinancial's interest. • Worked with internal and external customers to come to a resolution of any given problems. • Managed work list to ensure proper follow up on a Bankrupt accounts within compliance of Bankruptcy and Citi procedures. Case manager of accounts submitted for litigation. • Filed Proof of Claims and Motion for Relief in Stay. Show less