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Click here or scroll down to respond to this candidateCandidate's Name
FloridaPHONE NUMBER AVAILABLE EMAIL AVAILABLECAREER PROFILETava is a highly experienced business professional with over a decade of comprehensive involvement in the banking, finance, legal, and documentation sectors. Her career is marked by a proven track record in managing complex project data for quality assurance, designing and revising critical legal contracts, and adeptly handling documentation via platforms like SharePoint and UAT testing. Tava excels in maintaining rigorous contract files, managing fiscal operations, invoicing, and monitoring expenses, thus ensuring stellar contract performance and financial administration. Her ability to effectively collaborate across multiple business units to gather and document project requirements showcases her strong organizational and leadership skills. Proficient in an array of essential software including MS Office Suite, Loan IQ, and SharePoint, Tava brings a blend of technical prowess and strategic acumen to all her professional engagements, making her an asset to any team in the Financial & Business Services sector.SKILLS AND ABILITIESMS Office Suite (Word, PowerPoint, Excel) Fiserv Encompass Software FHA, Commercial Loans Closing Services SharePoint SQL FIS SAP UAT Testing Loan IQ PeopleSoft ACBS CVAT software Project Management Leadership Training Finance Management Organizational Skills multi-tasking Attention to detail Process & Procedures Time Management Qualtro CEW JIRAPROFESSIONAL EXPERIENCEData Business Analyst (Contract Position) January 2024 August 2024Merrill Lynch/ (Dexian) Jacksonville, FLSpearheaded daily operations involving analysis and resolution of client and account data issues to enhance data quality and integrity in collaboration with Operations teams, Business partners, and Technology partners.Engage closely with cross-functional teams to support comprehensive analyses to continuously improve data quality to ensure operational excellence and integrity across all data processes per FINRA & SEC regulationsConduct detailed research on data sets to identify patterns, trends, and outliers utilizing advanced tools to analyze data, leading to actionable insights and optimization of processes for AML/KYC.Process sensitive and confidential data within the Governance department ensuring all operations adhere to stringent compliance standards and bank guidelines, implementing security measures to protect data integrity.Loan Coordinator (Closer)Citibank- Private Bank - Tampa, FL July 2021- January 2024Monitored and managed contract terms, including billing and payments, to prevent financial discrepancies.Ensured all loan documentation complies with strict regulatory TRID & HMDA guidelines.Facilitated communication across business lines to achieve project objectives under tight deadlines.Responsible for designing, revising, and reviewing software programs affecting the loan coordination process.Managed coordination of resources across projects to optimize workflow and resource allocation.Collaborated with shareholders and team members to streamline processes and meet project deadlines.Conducted reviews of financial documents and communicated confirmations to relevant stakeholders via email.Collaborated with Private Banking loan closers to meticulously coordinate and audit the loan process, performing various processing and closing activities to ensure seamless operations.Ensured strict adherence to all required processes and key regulations, conducting timely and proactive follow-ups to guarantee that loans closed with 100% regulatory and process compliance and within scheduled timelines.Provided specialized loan coordination services tailored to the unique needs of high-net-worth clients, enhancing client satisfaction and maintaining high standards of confidentiality and service excellence.Communicated with external vendors Title Companies, Attorney Closing Companies, and Notaries, for effective closing dutiesReviewed Appraisals, Surveys, & Settlement Statements, Figures to balance, AltaCreated Escrows for taxes & insurance per state law requirementsCleared Title Commitment of liens or judgments, Created Closing Disclosure, completed closing due-diligence checksReviewed files closing with LLC, POA, & TrustComplied with the Underwriters Instruction to close the loan, issued CTCLoan Analyst (Contract Position)Wells Fargo (Digital Risk)- Remote August 2020 - April 2021Oversaw complex contract loan data, including backlog management, data expenses, and reconciliation projects.Collected project data to ensure compliance with quality standards.Audited files to adhere to regulatory and legal requirements.Assisted in project planning, focusing on processes and procedures to improve efficiency.Utilized SharePoint for tracking deliverables, ensuring project milestones are met on schedule.Proofread, edited, and format critical legal documents to maintain accuracy and compliance.Prepared detailed monthly financial reports to track billing and payment accuracy.Commercial Loan Administrator III July 2016 October 2019Bank of America Jacksonville, FLConducted comprehensive business analysis across various business lines, including requirements gathering and documentation, ensuring alignment with corporate objectives and industry standards.Implemented and refined business processes and procedures to enhance operational efficiency and compliance in handling commercial and corporate loans.Mastered LoanIQ software, utilizing its features for managing and administrating complex commercial loans, ensuring accurate loan portfolio tracking, and streamlining loan servicing functions.Managed flood and hazard insurance controls for the loan portfolio, ensuring accurate and compliant customer requirement documentation by regulatory guidelines.Developed and maintained effective partnerships with stakeholders, utilizing a blend of business acumen and analytical expertise to propose and implement process optimizations.Led User Acceptance Testing (UAT) for the Feedback Project, facilitating onboarding of new customers on the KYC platform and enhancing customer integration.Spearheaded strategic marketing initiatives and partnerships that significantly increased consumer engagement and optimized sales team performance.Coordinated interdepartmental communications and project documentation, serving as a critical liaison for project management and implementation.Maintained meticulous records and data integrity for billing schedules, pricing, and client accounts, ensuring precise setup and compliance with financial regulations.Orchestrated the setup and transition of complex loan structures, including syndicated deals, utilizing Loan IQ software for seamless operation and client satisfaction.Conducted detailed reviews and funding verifications for contract transactions before system bookings for full loan lifecycle, with proper wiring instructions, upholding strict adherence to service-level agreements and ensuring financial accuracy.Handled treasury-related responsibilities, ensuring meticulous management of financial resources and operations.Handled MIER event reviews & servicing for loan renewals, modifications, extensions, increases, and creation of new loans for CRE, CREB loans, new construction loans & Draw Downs, revolving line of credit.Created tickler notifications for expiring regulated insurance requirements for hazards, floods, and earthquakes.Performed Wires, Funding in adherence with Delegation of AuthorityResolution Contract AnalystDeutsche Bank - Jacksonville, FL November 2015 March 2016Oversaw the management of a diverse portfolio of contracts, ensuring compliance with customer agreements, market-level contracts, and procurement pricing guidelines throughout the contract lifecycle.Conducted detailed reviews of all contracts to verify adherence to business unit standards and regulatory requirements, securing necessary approvals and ensuring contractual integrity.Addressed and resolved complex, time-sensitive contractual issues, providing expert analysis and recommendations to mitigate risks and optimize contract performance.Led coordinated responses to customer inquiries and requirements, effectively escalating and managing risk milestones, and devising strategic actions for risk mitigation.Developed and implemented accurate billing schedules for client and vendor payments, ensuring timely and compliant financial transactions aligned with contractual agreements.Contract AdministratorFluor Federal Solutions - Jacksonville, FL November 2013 October 2015Administered multiple projects, providing critical guidance on prime and subcontract management, and ensuring alignment with organizational goals and compliance with legal standards.Conducted thorough reviews of business requirements, effectively identifying and resolving cross-initiative dependencies to enhance operational efficiency and project outcomes.Acted as a key liaison among vendors, administrative staff, and government officials, managing proposal submissions and the awarding of contracts to optimize procurement processes.Oversaw rigorous contract file maintenance and fiscal management, including invoicing, expense monitoring, and financial reporting to ensure adherence to budgetary constraints and contractual agreements.Managed the completion and maintenance of various Statements of Work (SOW), Work Orders (WO), Purchase Orders, and Service Level Agreements, ensuring compliance with project specifications and legal stipulations.Documentation SpecialistBank of America - Jacksonville, FL March 2012 October 2013Served as the primary legal coordinator for complex documentation issues, efficiently handling escalated queries from various departments to ensure compliance and timely resolution.Managed the resubmission process of liens for recording, including corrections and modifications, and addressed County and Vendor rejections of mortgages, ensuring adherence to state-specific legal requirements.Led the training and development of new hires, temporary, and contract employees, conducting regular quality assessments to maintain high standards in documentation processes and accuracy.Developed and verified loan closing statements, ensuring all figures were approved and in alignment with closing requirements, and conducted investigations into unrecorded loans to ensure compliance with loan approvals and commitments.Legal Administrative AssistantMarks Gray, PA- Jacksonville, FL September 2006 February 2012Collected, examined, and organized legal documents and evidence, ensuring meticulous preparation for attorney review and case management, while maintaining comprehensive documentation in both paper and electronic filing systems.Conducted thorough legal research on regulations and laws, assisted in the drafting of detailed reports and case files, and supported attorneys in the preparation of legal advice.Managed client billing processes, including the preparation and finalization of invoices, effectively resolving any billing disputes in collaboration with billing attorneys to ensure accurate financial documentation.Performed advanced legal research, including examining tax rolls and preparing paralegal documents, contributing to the accurate and timely completion of legal requirements.Provided administrative support to attorneys, managing calendars, coordinating travel arrangements, and scheduling essential meetings, interviews, and depositions with clients and witnesses.EDUCATIONAssociate degree in Business Management Focus in FinanceNew England College, New Hampshire 2015 |
