Experience

Landmark Dividend LLC
• United States
• Financial Services
• 100 - 200 Employee
• Senior Financial Analyst

  • Jun 2022 - Present


Provident Funding Associates L.P.

• United States
• Financial Services
• 100 - 200 Employee

• Corporate Accountant

  • Feb 2021 - Jun 2022

  • Booked all journal entries for warehouse bank fundings, unfundings, rewarehouses, and investor settlements for newly originated loans weekly• Reconciled all of the company’s principal and interest accounts monthly, including the loan-level research and third party correspondence pertaining to resolving variances between expected and actual wire amounts• Reconciled several corporate general ledgers monthly

• Investor Reporting Specialist

  • Jul 2019 - Jan 2021

  • Managed daily, weekly, and monthly investor reporting for the company’s two largest investors, FHLMC and FNMA, as well as several private investors, without ever incurring a fee pertaining to incorrect or late reporting• Developed new processes for efficiently resolving rejected loan-level remittance reporting caused by system errors and provided detailed, corrective feedback to IT department for implementing system fixes• Created investor reporting training guides for 12 portfolios, which summarize roles and responsibilities ranging from completing daily draft requests to verifying monthly remittances and reviewing approved loan modifications Show less

• Bankruptcy and Foreclosure Specialist

  • Nov 2016 - Jun 2019

  • Top-ranking Bankruptcy Specialist for 28 consecutive months (March 2017 -June 2019), while managing a pipeline of 150+ mortgage loans• Prepared financial overviews pertaining to borrowers’ total debts as of a bankruptcy filing and total amounts outstanding following a post-bankruptcy-filing delinquency• Corresponded with 40+ bankruptcy law firms nationwide regarding the referral, revision, and approval of mortgage-based bankruptcy court filings, including Proofs of Claims, Motions for Relief, Stipulations, and Objections• Received cross-training as a Foreclosure Specialist in November 2018, with roles which included referring foreclosures to law firms, reviewing and approving court documents, and finalizing post-foreclosure invoicing Show less

• Data Specialist

  • Aug 2015 - Oct 2016

  • Top-ranking Data Specialist for 10 months• Reviewed and categorized thousands of borrowers’ monthly mortgage payments, additional principal and escrow payments and total payoffs daily• Performed payment-based data corrections in response to system errors and payment submission errors



JSF Financial, LLC

• Account Operations Intern

  • May 2014 - May 2015

  • Created new account documents for clients who open IRAs, trusts, and other brokerage accounts • Managed client database, ensuring that all required documents for each account were signed and up-to-date • Coordinated with the clearing firm to confirm check deposits and change client addresses and names • Created new account documents for clients who open IRAs, trusts, and other brokerage accounts • Managed client database, ensuring that all required documents for each account were signed and up-to-date • Coordinated with the clearing firm to confirm check deposits and change client addresses and names