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Click here or scroll down to respond to this candidateCandidate's Name
Street Address EMAIL AVAILABLE - PHONE NUMBER AVAILABLESummary of Qualifications AAPC-A Medical Coder, CPT/ICD-10 Knowledge and Certification. Credential patient benefit for healthcare and medical purpose. Attention to detail, flexibility, and the ability to adapt to change work situation. Excellent customer service experience, problem- solving, time management skills, team player, detail-oriented, quick learner, self-motivative, and willingness to develop additional skills. Highly effective professional with 19 plus years of experience in the mortgage industry, with excellent Customer Service experience, including 10 plus years as a Mortgage Closer and Post Closing. Well-versed in audit and compliance reviews to ensure loan conform with TRID guideline. Ability to work Conventional, FHA, VA Loans, and some purchase. Twenty plus years of experience in general accounting and tax preparation for individuals and small businesses using QuickBooks. Notary Public/Certified Loan Signing Agent for the state South Carolina for 25 plus years. Prepare and file federal and state tax documents for individuals and small businesses, self-mot Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions. Prepared financial reports, budgets and profit and loss statements for small business clients. Professional Tax Preparer/PTIN Certification with IRS. PROFESSIONAL EXPERIENCE10/2023 4/2024 Military One Source Raleigh, NCTax Preparation Assistance Military Personnel - Seasonal Contract Responsible for answer questions and assist the taxpayer through they return online with H & R Block Miltax software. Advising them where they are in the USA or out of the country. Make sure they e-file a accuracy return, with updated knowledge Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions. Prepared financial reports, budgets and profit and loss statements for small business clients. 9/2022 2/23 ACS Staffing Agency/Cardinal Health - Remote Rockhill, SC Case Manager Monitor system for new/HAP Enrollment and review patient cases. Place outbound calls to patients for eligibility and denial for the Hap enrollment regarding assistance Maintained quality while providing an empathetic and support experience to the patients, and to the physician offices Resolved patient's questions and concerns regarding status of their request for assistance Reviewed patient accounts from initial contact through approval/denial/final status Processed all patient applications in accordance to set policy, procedures and PHI compliance Ability to identify, document and submit Adverse Events during customer contact or via received documentation. Works internally with team members regarding patients cases Conducted research associated with alternative funding or foundations to ensure patient has all financial information to receive product4/2020 -- 6/2022 Round Point /Freedom Mortgage Servicing Corporation Fort Mill, SC Collateral Specialist Work directly with document custodians to request the release of original collateral documentation and monitor to ensure timely release. Maintain working knowledge of state, and investor guidelines or updates. Ensure all original documentation is tracked and clear any exceptions needed to improve efficiencies. Research and resolve inquiries related to lien releases/satisfactions, subordinations, partial releases, CEMAs and ad hoc documentation, such as audit of lien release/satisfaction documents, assignments of mortgage and allonges prior to submission for execution. Assist with additional projects or tasks as needed such excel reports.Mortgage Loan Closer - Remote Prepared and reviewed/verified mortgage documents including, clear underwriting conditions, credit reports, income verification, appraisals, title reports, payoff demands, and executed closing documents to appropriate title/settlement agency. Review all documents and scheduled for closing with title company; generates and send initial closing disclosure for approval. Reviews completed closing documents for accuracy, balances closing disclosure with attorneys/settlement/escrow agents. Submits final closing disclosure, with supporting documents. Managed a monthly pipeline of approximately 100 plus loans 11/2016 3/2020 Talent Bridge/AmerisourceBergen-Lash Group Fort Mill SC Benefit Verification Specialist/Patient Service Representative (Remicade, Regeneron, & Genzyme) Completed patient benefit verifications through outbound calls to payers. Performed audits and, credentialing patient information; document system before submitting to physicians office. Verifies patient medical/pharmacy benefits and document patient coverage specific to specialty drug. Document and initiating prior authorization process and claim appeals. Ensure accurate data entry into Patient Plus. Referred patient to non-profit foundation for copay assistant for outstanding medical expenses. Performs related duties, training and special projects as assigned with the ability to work well independently and with a team to reach goals.2016 12/2018 American Mortgage Consultants Tampa FL Mortgage Review Analyst Remote Part-time Responsible for reviewing loan documents for completeness and accuracy, including analyzing note, mortgage, loan agreement, loan applications, credit history, income documents, title policy, flood cert, flood/hazard insurance policy, truth-in-lending, and appraisal report for compliance. Reviewed and annotated documents for litigation, automated underwriting findings for quality control and documenting loan conditions for compliance. Reviewed the title commitment for liens, payoff, taxes, and chain of title, validated insurance for coverage payment deductible for underwriting conditions.2/2017 4/2017 Account Temps/Lake Wylie Tax Services Lake Wylie, SC Tax Preparation/Accounting - Seasonal Contract Responsible for preparing and filing federal and state tax documents for individuals and small businesses. Recommended tax strategies to individuals and small businesses by researching federal, state, and local tax regulations for optimum solutions. Prepared financial reports, budgets and profit and loss statements for small business clients. 11/2014 5/2016 Reverse Mortgage Solutions/Security One Charlotte, NC Loan Closer/Funder/Post-Closing Prepare final documentation and mortgage-closing packages for reverse mortgage. Review loan files, title commitments, underwriters conditions for liens, payoff, and taxes, insurance are paid at closing and conditions are met. Verify final loan amount, closing fees associated the closing transaction with closing agent to ensure the wire and funding amount is accurate. Reconciling and approved HUD-1 statement and Funding loans. Communicate with the title company to ensure closing process complete. Produce and executed final lender documents closing and funding. Provide compliance and audit findings prior to delivering FHA collateral and HUD binder packages to funding. Calculate and order wire for funding, audit documents for compliance and sale ability. Provide post-closing process for compliance/accuracy and ship collateral file to funding warehouse and prepare FHA binder for HUD.2/2012 10/2014 Accenture Credit Services Charlotte, NC Mortgage Closer/Funding Audit/ Loan Process Support Associate, Modifications Reviewed and approved title for investing, preliminary and final closing package and to make sure documents are accurate and complete. Follow up with Title Company for preliminary and final HUD to review for changes and approval. Create and execute final lender documents to meet closing dates. Responsible for clear tolerance, underwriting condition are met and other deficiency. Audit the final loan prior to submitting to funding by utilizing a quality checklist to validate all required mortgage documentation is present and all conditions have been met. Provided assistance regarding retention options for a portfolio of loans in imminent or actual default Assist customers in identifying solutions involving retention options. Managed a pipeline of 60 to 100 loans a month within required performance standards, FHA Modification Reviewed documentations to validate income to complete mortgage modifications Responsible for ensuring the integrity of all data and process inputs including performing necessary follow-ups with vendors/third parties for missing information Reconciling and approved HUD-1 statement and Funding loans. EDUCATIONStrayer University CPCC Mortgage ClassAssociate Degree: Accounting Mortgage Math, Processing and Underwriting Certifications Midlands Technical College York Technical CollegeAppraisal Certificate Certification in Bookkeeping KEY SKILLS AND CERTIFICATIONSMS Office Professional Suite FHLMC Online Tax Preparer Software/PTIN/EFIN RM Compass EVARs (HUD System) Notary License (SC)MS FrontPage Quicken Accounting Software Lotus Notes/CSAD QuickBooks Drake Tax Prep Software EdgeCAVIRS/FHA Connection Kofax - Loan Imaging System Mortgage Math Sales Force |
