CHARLES SCHWAB, Southlake, TX February 2023 – July 2023
OPERATIONS ADMIN SPECIALIST
As a contractor, operated as internal support for brokers and analysts at a large financial services firm providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.
- Exhibited a thorough understanding of all business operations to answer representative queries through instant messaging regarding money movement transactions such as checks, wires, money transfers, etc.
- High proficiency at multi-tasking and problem-solving demonstrated through managing up to three chats at a time to resolution.
- Used a thorough understanding of banking, regulatory, audit and compliance policies to process, analyze, and code monetary transactions appropriately.
- Utilized a high level of organization, strong attention to detail and the ability to work under pressure in a fast-paced environment.
- Recognized as a top contractor in the office.
ALLIED SOLUTIONS, Plano, TX
March 2017 – December 2022
MORTGAGE SOLUTIONS SPECIALIST
Managed mortgage outbound calls to other companies, communicating with agents and verifying correct and up-to-date borrower information for a provider of insurance, lending, and marketing products to financial institutions in the country.
- Researched mortgage insurance information including insurance product, hazard coverage, and escrow levels through conversations with agents and available data online.
- Updated client information upon verification of insurance information in relation to all homeowner’s insurance coverage types.
- Effectively and professionally represented mortgage solutions procedures as needed.
CBRE, Plano, TX July 2016 – December 2016
CONTRACTOR: DATA ENTRY/RESEARCH
- Supported building management team in maintaining building equipment and inventory to support customer sites.
- Strong teamwork, effectiveness, efficiency and accuracy of support led to multiple extensions of contractor contracts.
REAL TIME RESOLUTIONS,
Dallas, TX
May 2012 – January 2016
CUSTOMER SOLUTIONS PROFESSIONAL-SKIP TRACING
Investigated and researched activities related to non-compliant mortgage customers.
- Supported team in providing actionable data to follow up on delinquent accounts and achieve departmental goals.
- Retained as the sole skip tracer upon department dissolution due to company downsizing.
- Produced the highest volume of client information found in company history.
- Recognized for highest accuracy of client information recorded.
COLLECTION SUPPORT-LOAN ONBOARDING
Researched loan origination documentation, financial, and collateral data for database.
- Supported Collection Department by locating and providing customer information for follow up.
- Identified and recommended opportunities to improve effectiveness of data and implemented revised procedures.
INTERN, LIEN RELEASE DEPARTMENT
Assisted in the preparation of discharges, mortgage satisfaction, and deeds of trust.
- Reviewed documents for accuracy, completeness and evaluated against policy.
- Updated information where necessary, prepared and processed final documentation.
- Produced the highest volume of loan documentation per hour as well as highest amount of customer information mined.
- Identified opportunity for improved employee onboarding and authored training curriculum for fast route to productivity.
- Recommended changes and implemented streamlined loan onboarding process.
