| Candidate Information | | Name | Available: Register for Free | | Title | Loan Processor, Compliance Subject Matter Expert | | Target Location | US-FL-Jacksonville |
| | 20,000+ Fresh Resumes Monthly | |
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| | Related Resumes Finance, Mortgage, Loan Processor, Document Specialist, QC, QA Jacksonville, FL Customer Service Loan Processor Jacksonville, FL Loan Officer Follow Up Jacksonville, FL Customer Service Mortgage Loan Fleming Island, FL Regulatory Compliance Analyst (CAMS) Jacksonville, FL Risk Management Regulatory Compliance Jacksonville, FL Customer Service Mortgage Loan Middleburg, FL |
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Click here or scroll down to respond to this candidateCandidate's Name
CONTACTJacksonville, FLLinkedInEDUCATIONAA DegreeBusiness ManagementFlorida Community College ofJacksonville1989 - 1991Jacksonville, FLSKILLSExcelAdvanced ExcelZoomSkypeMicrosoft EmailPacerDocument360DU and LP for mortgageunderwritingLexis NexusCOMPLETED 200QUESTION TAXEXAM AND OTHERREQUIREDCOURSES.Tax Preparer Exam CompletionCertificateWORK EXPERIENCETax PreparerLiberty TaxNovember 2023 - April 2024 / Jacksonville, FLCollected and inputted client financial documentation into tax software. Reviewed and confirmed accuracy of data entered by other tax professions in local office.Met with clients and answered tax questions based on individual and family circumstances.Received a 93% accuracy score on 200 question tax exam. Called, emailed, and texted clients to set up appointments. CaretakerCaretaker - PersonalMay 2022 - November 2023 / Jacksonville, FLAssisted family member, with a terminal disease, with daily life activities and financial planning.Senior Loan Processor Level IIIFlagstar BankApril 2020 - April 2022 / Jacksonville, FLProvided excellent customer service to clients from initial loan set up to funding.Maintained continual contact with client every 48-72 hours to ensure unmatched communication.Performance quality score of 95% for following compliance guidelines. Performance score of 97% for customer contact through introduction and approval calls.Compliance Subject Matter ExpertDigital RiskJanuary 2019 - February 2020 / Jacksonville, FLEvaluated and ensured all loan file documents were accurate and in compliance. Conducted training classes from conception of project and throughout the project.Utilized client's loan operating system to ensure accurate data entry. Strong knowledge of TRID guidelines.Compiled excel worksheets using pivot tables to analyze and compartmentalize loan data.Quality Control UnderwriterDigital RiskJune 2011 - December 2018 / Jacksonville, FLReviewed recently closed loans to verify compliance and due diligence. Inspected Vlookup data sheets for accuracy and placement of loan files. Verified loans were closed within the lender's approved guidelines. Analyzed all income, asset, credit, and collateral for completeness and correctness.Wrote claims describing any underwriting infractions from the original underwriter. |
