Experience

Keller Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Quality Analyst

  • Nov 2020 - Present

  As a Quality Analyst I am responsible for the complete review of the residential mortgage loans file documentation. This position reduces the risk to the organization by validating data and the completion of the loan file documents prior to the documents moving forward to closing. This position performs the validation utilizing company approved checklists and workflow, and corrects or has corrected all documentation and or system deficiencies required per the approved checklist to ensure the successful delivery of the closed loan to the agency or investor post funding.The role involved quarterly coursework including AML & Fraud certifications.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Account Associate

  • May 2019 - Oct 2020

  Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc), Underwriting Team, and internal Sales Team with service-related requests including processing of forms via telephone and email.Carefully manage new business cases through the New Business process to ensure successful placement of the business.Partner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liason between external customers and Internal functioning groups.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Quality Analyst

  • Sep 2016 - Sep 2018

  Review purchased loans to ensure the quality of mortgage documents. Daily responsibilities include: analysis, quality review, and submitting loans for purchase. Review purchased loans to ensure the quality of mortgage documents. Daily responsibilities include: analysis, quality review, and submitting loans for purchase.



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Specialist

  • Sep 2014 - Sep 2016

  Asset Transition Processor and transferred to GWIM Alternative Investment. Process routine transactions according to established procedures. Ensure transfer requests are initiated accurately and in accordance with NSCC and FINRA rules and regulations. Asset Transition Processor and transferred to GWIM Alternative Investment. Process routine transactions according to established procedures. Ensure transfer requests are initiated accurately and in accordance with NSCC and FINRA rules and regulations.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Processor

  • Jun 2012 - Sep 2014

  Manage pipeline of loans. Obtain and review customer documents. Submit loans to underwriting for conditional review and full approval. Maintain monthly performance goals. Manage pipeline of loans. Obtain and review customer documents. Submit loans to underwriting for conditional review and full approval. Maintain monthly performance goals.