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EMAIL AVAILABLEPHONE NUMBER AVAILABLEProfessional ProfileHighly motivated Business Professional with more than 30 years of progressive accomplishments in the business/customer service industry. Possess the ability to work well with others and under pressure, able to meet tight deadlines and have excellent knowledge of computer technology and software. Also, have the capability to quickly learn and utilize new skills. Self-starter, exhibiting a high work ethic, dedication, integrity, competence, and attention to detail. Personable problem-solver, able to meet challenges and provide solutions in a timely manner.Skills ProfileOffice ManagerLife, Health, & Annuities Licensed agent215 Insurance Customer Service Licensed agent - 440Extensive experience in customer serviceExtensive experience in the mortgage industryCapable of producing top-quality workCommunicate effectively orally and in written.Good time management skillsProficient computer and internet skillsExceptional interpersonal skillsMS Word, Excel, and Outlook skillsExperience with EncompassMortgage closing, assistance skillsProfessional ExperienceSears Carpet and Duct Services Sep 2021 PresentOffice ManagerCustomer service for new and existing clients, appointment setting, accounts payable and receivable, and shippingGuaranteed Rate, Inc., Aug 2020 Aug 2021Mortgage Closing AssistantReviewed closing package documents for accuracy and obtain corrected documents if needed prior to giving funding approval to the title settlement agent/attorney-settlement agent and funding of the loan Pulled reports for management to send to the closers to aid in their duties for the day.Aiding the closers/post-closing department in obtaining deficiency documents from prior closings to aid with compliance guidelines.State Farm Ins/Mark E. Wilson Insurance Agency Apr 2019 Apr 2020Licensed Insurance AgentInsurance quotes/SalesCustomer Service to policyholders and vendorsBanker's Life Insurance Jul 2018 Nov 2018Customer Service RepInsurance quotes/SalesCustomer Service to policyholders and vendorsHamilton Group Funding, Winter Park, FL Mar 2016 Sep 2017LOA/Junior ProcessorFile setup of incoming loans including DPA loans for the Loan OfficersOrdering of all required documents, i.e., credit report,Verification of assets & employment, title, tax transcripts, and appraisalsReview of requested documentation for submission of loan for approval to senior processors/underwritingWorking closely with Loan Officers, Processors, borrowers, and third-party vendorsWells Fargo Home Mortgage, Lake Mary, FL Mar 2015 Mar 2016Loan Closing SpecialistWorked on the active pipeline of loans for closing department Communication with title companies, and sales partners.reconciling TRID to confirm closing dates.Obtain funding documentation to fund loans.Communication with sales partners regarding the status of loansWells Fargo Home Mortgage Lake Mary, FL Apr 2008 Mar 2015Business Services Group Associate/MSA - CP/CLX/RENOVATIONAnswered phones in a rotating queue system for the office.Data entry of retail/renovation/cp (new) files prior to the underwriting processProcessing of files after the underwriting process, i.e., ordering select conditions requested by the underwriter prior to delivery of files to the mortgage processor faxing/mailing documents to Home Mortgage Consultant & Borrower(s)Maintain/distribute documents from recon email inbox to intended party (trailing docs/conditions to u/w dept &/or MS (mortgage processor)Maintain & log original documents, i.e., notes, mortgages, etc., for closed mortgages.Scan loan closing documents to the drawing center |