Experience

BB&T

• Mortgage Loan Processor

  • Apr 2020 - Present

   Open and notate receipt of incoming mail Respond to general correspondence  Sign as witness on documents Make necessary address change notifications within the lien release application Provide other departments pertinent information to process a client request in order to process a client request or inquiry regarding the status of a lien release Forward recorded releases to borrowers upon receipt Assist with outgoing mail Produce release instruments for…  Open and notate receipt of incoming mail Respond to general correspondence  Sign as witness on documents Make necessary address change notifications within the lien release application Provide other departments pertinent information to process a client request in order to process a client request or inquiry regarding the status of a lien release Forward recorded releases to borrowers upon receipt Assist with outgoing mail Produce release instruments for loans as needed Show more Show less



Wells Fargo

• Contract Specialist/ Compliance Analyst

  • Sep 2018 - Apr 2020

  ▪ Asist Practice Finance Remediation effort as a team member and secondary team leader ▪ Facilitate shared-screen conference call meetings to review error escalation reporting ▪ Review customer files, loan accounts, and beneficial ownership documents to verify consistent data across multiple systems and update all errors ▪ Utilize four character code phrases to navigate profile screens in the integrated system Core Hogan Banking Suite ▪ Organize Excel spreadsheet with notes including correct… ▪ Asist Practice Finance Remediation effort as a team member and secondary team leader ▪ Facilitate shared-screen conference call meetings to review error escalation reporting ▪ Review customer files, loan accounts, and beneficial ownership documents to verify consistent data across multiple systems and update all errors ▪ Utilize four character code phrases to navigate profile screens in the integrated system Core Hogan Banking Suite ▪ Organize Excel spreadsheet with notes including correct verbage for escalated system errors ▪ Work with upper management to assist with communication of errors and reallocated incomplete tasks to team members Show more Show less



Wells Fargo

• Contractor speacialist/ Compliace analyst

  • Jan 2018 - Jul 2018

  ▪ Asist CPI Remediation effort as a team member and secondary team leader ▪ Execute executive leadership reporting ▪ Perform account-level and secondary level reviews of customer files and loan accounts to determine Insurance placement error ▪ Testing and analyzing versions of a recasting tool to predict the level of cause and contribution to loan defaults. ▪ Perform root-cause analyses on customer accounts. ▪ Rework customer accounts from the start of the auto loan to loan… ▪ Asist CPI Remediation effort as a team member and secondary team leader ▪ Execute executive leadership reporting ▪ Perform account-level and secondary level reviews of customer files and loan accounts to determine Insurance placement error ▪ Testing and analyzing versions of a recasting tool to predict the level of cause and contribution to loan defaults. ▪ Perform root-cause analyses on customer accounts. ▪ Rework customer accounts from the start of the auto loan to loan default/repossession ▪ Review customer loan documents and insurance policies in WF data banks to seek pertinent information relevant to remediation efforts ▪ Work with upper management to assist and delegate tasks to team members ▪ Conduct regulatory compliance testing from start to finish ▪ Develop strategies to effectively sample and test relevant populations ▪ Actively test two WF third party vendors for accuracy and complete execution of task related information pertaining to CPI remediation Show more Show less



Western Carolina University

• Receptionist

  • Jan 2013 - Dec 2016

  Facilitating and promoting engagement through campus-wide programs while also welcoming and redirecting office visitors to the appropriate personal and answering main line phone calls. File keeping for repeat program data records.