Professional Profile
Flexible, energetic professional with over 14 years of mortgage industry
(servicing), data entry
and proof reading experience. Abilities include:
Data Entry (Alpha and Numeric)
Proof Reading
Customer Service
Experience in Mortgage Servicing
Call Center (up to 10 lines)
Clerical
Knowledge of Loan Documents
Loan Document Corrections
Computer Skills/Knowledge
E-mail (Outlook, Yahoo)
Microsoft Word, Excel, Access
Intranet
Open Office
Typing
Mail Merge
Colortrax, I-point, Filenet, FileViewer
CPI, Fidelity
Professional Experience
Provident Funding Associates, Santa Rosa, Ca April 2007 thru July 2008
Servicing and Document Procurement Tech- April 2007 to July 2008
Responsibilitie s :
Reconveyance Department- Manually correct data entry errors and/or update the
system with
required information so that the reconveyance batch/report could be processed.
Process daily reconveyance error batch which required knowledge of state/county
specific
guidelines.
Process document corrections as needed per reconveyance and/or sales/trades of
loans
Search for missing documents needed to service loans, active or otherwise
Basic clerical duties
Knowledge of documents needed for chain of title issues and constant changes in
the compliance
laws and regulations for loans that have paid off, as well as the different
requirements needed per
state/county for recording purposes.
Research/Review potential errors and/or discrepencies with loan documents
submitted for
recordings, process corrections if needed.
Greenpoint Mortgage, Santa Rosa, Ca
June 2002 thru March 2007
Post Closing Delivery Specialist I- June 2005 to March 2007
Responsibilities :
Audit Incoming New Loans requiring knowledge of various loan documents found in
Collateral
Files and/or Base Files.
Audit Loans as part of Trades/sales requiring knowledge of proper Chain of
Title
endorsements/allonges/assignments.
Scan audited loans into Access Database
Enter into Excel Spreadsheet doc to data info
Basic clerical duties
Document Corrections- June 2002 to September 2004
Responsibilities :
Prepare Loan Modifications for documents needing corrections, to do research via
imaged files
and/or paper doc’s to make the necessary corrections.
To be in direct contact with recording offices, lenders and title companies to
track documents
being corrected.
To be in contact with our Suspense Department to track documents being
corrected.
Achievements with Greenpoint Mortgage:
Employee of the Month Chairperson
Schedule and run all EOM meetings for the current year. Notify all committee
members (10) with
updates/changes to either meetings or nominations received.
Wells Fargo Bank, Globe, AZ
November 2004 thru June 2005
Bank Teller/ Sales
Responsibilities :
Basic Customer Financial Transactions
Customer Service
Basic Clerical Duties
Sales- various banking products
Rosenthal and Company, Novato, CA
January 2000 to June 2002
Case Coordinator
Responsibilities :
Input, Track and update assigned case information into data base
Input, Track and update claimant info into data base, per case (500 to 100,000
claimants,
depending on the case)
Complete mass mailings of case info to claimants
Track returned claims from claimants
Update counsel daily/weekly on numbers making claims and returned claims
Weekly check/update of data base and through Bank of America for disbursement
checks cashed
and those outstanding.
References
References are available upon request.