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.
