Experience

Chase Auto Finance

• United States
• Banking
• 1 - 100 Employee

• Lease Account Billing Specialist 2

  • Aug 2019 - Present

  Review end of term auto lease accounts for final billing, review condition reports, remaining payments, disposition fees, and taxes. Prepare & Correct billing statements, accounting, apply credits, adjust charges and payments, complete memos, and rebill. Review end of term auto lease accounts for final billing, review condition reports, remaining payments, disposition fees, and taxes. Prepare & Correct billing statements, accounting, apply credits, adjust charges and payments, complete memos, and rebill.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Credit Review Analyst II

  • Apr 2016 - Aug 2018

  Pre Doc Draw Quality Edit - Review all Residential Mortage documents, closing fees and forms for accuracy and compliance. Post Close Audits, vesting, appraisal, title, taxes, insurance, flood compliance, state specific disclosures, condo documents and fees, and PUD approvals. Pre Doc Draw Quality Edit - Review all Residential Mortage documents, closing fees and forms for accuracy and compliance. Post Close Audits, vesting, appraisal, title, taxes, insurance, flood compliance, state specific disclosures, condo documents and fees, and PUD approvals.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Account Specialist III

  • Oct 2012 - Mar 2016

  Contract Modification and Master File Audit. Process end of term commercial lease buyouts, terminations, assumptions and modifications. Transitioned into Commercial Lease Underwriting. Contract Modification and Master File Audit. Process end of term commercial lease buyouts, terminations, assumptions and modifications. Transitioned into Commercial Lease Underwriting.



Bank of America - Contractor

• Simi Valley, California, United States

• Credit Analyst 2

  • Jun 2010 - Oct 2012

  Foreclosure Look-back Project. Reviewed loan history, appraisal, closings, fees, payment history, foreclosure history, notes, judicial records, tax and insurance. Completed OCC reports and comments for Promontory. Trained new hires, Management Lead, Laison to Promontory Corp for on-site visits. Foreclosure Look-back Project. Reviewed loan history, appraisal, closings, fees, payment history, foreclosure history, notes, judicial records, tax and insurance. Completed OCC reports and comments for Promontory. Trained new hires, Management Lead, Laison to Promontory Corp for on-site visits.



Annandale State Bank-Clearwater Ofc

• United States
• Financial Services

• Branch Manager

  • May 2001 - Aug 2009

  Supervised State Bank branch facilities and staff, Security Lead, Loan Officer, Loan Committee Member, City and County Laison. Emphasis in Mortgage, Construction Finance, Land Development and Small Commercial Lending. Supervised State Bank branch facilities and staff, Security Lead, Loan Officer, Loan Committee Member, City and County Laison. Emphasis in Mortgage, Construction Finance, Land Development and Small Commercial Lending.