Bo D.

10 years of scanning & document storage for Lenders & Banks. Proficient with Adobe & other document storage software.

Post Closing Dept Imaging specialist - Valley Bank

(2023-01 - 2026-06)

• Review loan files for accuracy and image into system.
• Request and missing or corrections of loan documents/Client documents as required in CreditMemo requirements.
• Manage department high volume of email pipeline requests from Lending Assistants to clear exceptions, image documents and answer questions regarding documents.
• Separating and reviewing flood packages and imaging documents. Creating exceptions as needed for corrected documents.
• Receiving incoming recorded documents from other branches and imaging and filing as needed.
• Organize, box and ship hard files to custodian warehouse as needed.
• Maintaining high level of production, multi-tasking as needed.

Post Closer & Loan Operations Specialist - BayFirst Bank

(2023-03 - 2023-06)

contracted

• Review and audit collateral files for compliance.
• Retrieve updated insurance policies (endorsements, coverage amount, coverage type) & docs from borrowers or third party needed to clear conditions.
• Draft certification letters & ship outgoing documents.
• Review incoming mail and distribution.

Human Resources/Risk Management - SPC

(2023-01 - 2023-03)

contracted

• Review employee's retirement, pension, 401k, life insurance, health benefits and I-9 employment files for any discrepancies or invalid documents.
• Scan, upload, categorize documents.
• Ship documents to storage facility.
• Receive and distribute mail.
• Conduct employment verifications.
• Notarize documents for office as needed.

Post Closing Specialist - Atlantic Home Loans

(2020-04 - 2022-06)

• Review closing packages for missing and fully executed documents, creating any exceptions as needed.
• Review conditions from investors needed to clear loans for purchasing.
• Retrieve mortgage related documents needed to submit to investors.
• Create Allonges as needed. Process certifications for FNMA & Freddie Mac UCDs, Compliance/Mavent Reports, Lender Affidavits.
• Draft certifications and correspondence letters
• Ship documents to bank warehouse or to be recorded
• Check reports to verify if collateral packages have been received. Assist other departments with projects.

Post Closing Specialist - Home Point Financial Corp.

(2019-09 - 2020-04)

• Review mortgage documents loans received in email.
• Review, scan, and update collateral docs to system.
• Ship collateral docs to warehouse check incoming shipment for requested mortgage documents.
• Provide reports of loan documents to investors.
• Draft certifications and correspondence letters
• Assist other departments with issues that need resolving.

Post Closing File Auditor - Nationwide Title Clearing

(2017-02 - 2019-03)

• Review mortgage documents and scan to system.
• Print and index all necessary documents needed.
• Remove and relocate boxed files for storage and shipment.
• Generate daily report of completed audits, inventory, indexing of my assignments.
• Review updated procedures as needed by company and client.
• Meet with management regarding new procedures, assignments, and meetings.

Policy Owner/Services Processor - Transamerica

(2012-08 - 2016-12)

• Train department co-workers how to understand the Power of Attorney.
• Draft certification letters.
• Verify documents for vendor and agent reimbursement.
• Track all vendor and agent reimbursements in Excel ledger for manager.
• Process customer's request to update information changes to policy.
• Email agents to advise what necessary documents or information is required to process requests.

Supervisor of Scheduling Department - Mortgage Investors Corp.

(2005-04 - 2012-11)

• Reviewed closing package before closing to make sure all docs have been completed.
• Supervised 4 employees of the Scheduling Department to ensure daily objectives are met, policies and procedures are followed.
• Update client info to Encompass as needed.
• Setup closing with borrower and title companies. Send reports to title companies and managers of our department for daily closing figures.

High School Diploma - Northeast High School

St. Petersburg College