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Click here or scroll down to respond to this candidateCandidate's Name
Street Address W140th StreetOrland Park, ILL Street Address
PHONE NUMBER AVAILABLEPROFESSIONAL EXPERIENCECreditunion1Mortgage closerDuties:Assisted loan officers in entering customers data in two systems to see if they quality for a loan. Prepared files and sent them to underwriting for clearance and then set up wires and set up the closings . Made sure the Cd where correct regarding fees. Prepared completed (over 100 per month) files from processing for closing and emailed the package over to the attorney or title company. Completed any changes or corrections to the HUD or package. Wired funds/or checks to the title company or attorney. Worked with Data Verify, Isentry, Closr, Realec and Voltage and MCI- S which is a dos system and Ditigal doc. Mortgage Express which is the current one I used . Financial EnginesFeb 2018-May 2018ContractorClient Service Manager Responsibilities:Review advisor(s) calendars for meetings scheduled that day. Prospects-Prepare yellow folder with any notes on prospect, include any applications if required and input any data into MGP plan. ClientsPrepare client review meeting packets and update (upload) MGP with current Schwab holdings.) Process any applicable Schwab alerts and archive processed alerts. You must process incoming/outgoing Money-Links and check requests before Schwabs cutoff time (3pm EST). Review the Daily Transaction Ledger (deposits, receipt of securities, withdrawals) inform advisor of any large deposits or withdrawals. And all any non-CT accounts with deposits.Add tasks to CRM for any phone calls/emails that require follow up or further administrative needs. Address incoming phone calls /emails and complete any administrative needs 8Also a Certified Notary for IllinoisMarch 10, 20 - - June 2021Inventory and order necessary supplies. Submit Corporate Card Expense Report via Concur (Due by the 3rdof the month) Submit Printer Count from printer, if applicable for your store, to the proper employee in Accounting Department. Mail Anniversary Cards to clients. Complete stores Semi-Annual Compliance Review Checklist and return to the proper employee in Compliance Department. Process all Required Minimum Distributions for clients with Traditional IRA, Inherited IRA, Simple IRA, and 401K accounts by 12/31 of the current year . If client holds an Inherited IRA, contact client to have them provide the amount of their Required Minimum Distribution and process accordingly. Complete stores Annual Compliance Review Checklist and return to the proper employee in the Compliance Department. Box up all previous year Compliance records and create new files for the current or upcoming year. Clean up and organize prospect file drawer. Dispose (shred it bin) of prospect folders that are older than 3 years. Shred any documents that exceed retention period. An Annual Review report/plan will need to be created through Advisor View. Try and prepare this the day prior to the meeting with the client so the Advisor has time to review. If prospect signs up during first meeting prepare paperwork, highlight information client needs to complete and give to advisor.2nd meeting prefill all forms from Questionnaire they completed in first meeting. Statements that are given to advisor during the first meeting will define what new account forms are necessary to complete prefill the application and transfer forms ahead of time complete as much information as possible on each form. (Application, transfer forms, etc.) If the client is going to be depositing a check to fund a Roth IRA, IRA or Individual account? If so, prepare a receipt and prefill as much information as possible. Chase Mortgage6/5/16Dec 2017Mortgage Specialist ll and CloserAssisted loan officers in entering customers data in two systems to see if they quality for a loan. Prepared files and sent them to underwriting for clearance and then set up wires and set up the closings . Made sure the Cd where correct regarding fees. Prepared completed (over 100 per month) files from processing for closing and emailed the package over to the attorney or title company.Completed any changes or corrections to the HUD or package. Wired funds/or checks to the title company or attorney. Worked with Data Verify, Isentry, Closr, Realec and Voltage and MCI-S which is a dos system and Ditigal doc. Mortgage Express which is the current one I used . Three Phase Line Construction Inc.November 2014 July 2015Field Project Support AdministratorCompiles and maintains records of business transactions and office activities of establishment by performing the following duties.Create approved payroll time sheets and enter into payroll system weekly. Ensure all payroll reporting is accurate and approved by project management and field employees per SOX compliance.Create and submit all approved Personnel Change Forms in a timely manner to the Payroll Department. Create Purchase Orders, receive packing slips from field and enter into system. Process and code invoices ensuring three way matched for weekly submission. Audit and / or create project personnel expense reports and submit to Accounts Payable. Code all fuel receipts for assigned projects and submit to Accounts Payable. Complete monthly fuel reports for assigned projects. Prepare and submit weekly job reports as directed by Project Management.Answer office phone and direct calls as needed. Assist and / or complete various projects as requested by management.FleetPride Truck & Trailer PartsBranch Admin AssistantNov 2013 November 2014Excellent Customer service skills.Assisting with all aspects of administrative management, directory maintenance, logistics, equipment inventory and storage Managing inventory of assets and supplies, sourcing for suppliers(vendors) and submitting invoices. Coordinating between departments and operating units in resolving day-to-day administrative and operational problems. Sending out and receiving mail and packages. Preparing business correspondence, Using microsoft office, word, excel, access, outlook, spreadsheets and all AP entry in Lawson 10 key *calculator Sending faxes. Managing Files. Address all employees concerns in accordance with company policies and government regulations Research and the identification of key data sources Prepare Timecards for Payroll, Performing multifaceted general office support. Sending and receiving forms for the company. All Day-to-day operation matters. Handle the Cash box in regards to sales, credit card.Suntrust BankMortgage Process Data ReviewerDec 2012 - May 2013I worked with three systems: Digitial Docs, STM Partners, MLCS, Process Data Base also use the Outlook. Also did CP Loans.Reviewed Conventional, FHA, VA loans for compliance. Reviewed what type of loan. Then reviewed all the information on the loan along with documents received from the closer. Took my PQA sheet and matched information with various systems, ensuring compliance for loan closing. JPMorgan ChaseMortgage CloserMay 2012 - August 2012Prepared completed (over 100 per month) files from processing for closing and emailed the package over to the attorney or title company. Completed any changes or corrections to the HUD or package. Wired funds/or checks to the title company or attorney. Worked with Data Verify, Isentry, Closr, Realec and Voltage and MCI-S which is a dos system and Ditigal doc. Wells Fargo BankAdministrative AssistantApril 2010 - April 2012Performed complex administrative tasks for managers and/or department. Using word processing software to compose correspondence; compiling information and preparing routine reports; assisting with routine reports and record keeping. Worked closely with both internal and external customers to meet their needs. Handled balancing routine general ledgers lines and/or expense accounts and invoices.Wells Fargo Home MortgageDRA (deficiency recovery analyst) SpecialistApril 2007 - April 2010Recovered, reviewed, and corrected missing mortgage documents using various forms of software. Audited files for post closing making sure the closers received all the conditions prior to closing. Notarized mortgage documents as needed. Handled the over disbursements such as wires or checks due back to Wells Fargo. Assisted closing department preparing closing packages as needed. |
