Donna Williams

Motivated, personable business professional with college degree and a successful track record of managerial skills, mortgage skills including loan processing, loan officer and operations manager. Talents in quickly mastering different software technology existing in Microsoft Office Suite (Access, Excel, Outlook, Powerpoint, Word). Diplomatic and tactful with professionals and non-professionals at all levels.

Accustomed to handling sensitive and confidential records. Demonstrated history of producing excellent customer service skills, multi-tasking and sound judgment. Flexible and versatile – able to maintain a sense of humor under pressure.

Poised and competent with demonstrated ability to easily transcend cultural differences. Thrive in deadline-driven environments. Excellent team-building skills.

Medical Disability Examiner - DIVISION OF DISABILITY DETERMINATION – (CONTRACTED SOCIAL SECURITY ADMINISTRATION WITH SECURITY CLEARANCE) - Jacksonville, FL

(2014-06 - 2021-09)

• Electronic Case Management - All work is conducted utilizing multiple computer screens and typed case notes. Appropriate transactional inputs process cases from beginning to closure, reviewing computer generated alerts to ensure timely processing. Ability to review database on established guidelines for the purpose of determining eligibility for services or benefits. Maintains records and other reading materials related to services or benefits. Plans, organizes and coordinates work assignments.
• Verbal Communication - Utilizes effective verbal communication skills and telephone techniques to develop and/or establish necessary factual medical and vocational documentation.
• Evaluates a variety of documents to determine their evidentiary sufficiency for decision-making purposes. Evaluates data for accuracy and completion. Evaluate terminal ill cases including traumatic brain injury cases.
• Authorizes purchase of specialized medical or psychological diagnostic services, when appropriate, for the purpose of documenting the severity of impairment.
• Secures medical evidence of record needed to document the presence of "disabling" or "not disabling" impairments. Competencies: Identifies errors or problems and takes appropriate action. Conducts fact-finding research.
• Renders a formal decision of disability based on evidentiary requirements of Social Security law rules and regulations. Competencies: Understands and applies rules, regulations, policies and procedures relating to services and benefits.

Loan Operation Specialist - THE CSI COMPANY (ASSIGNMENT AT THE JACKSONVILLE BANK) - Jacksonville, FL

(2013-07 - 2013-12)

• Print and send out daily commercial and residential mortgage statements.
• Post and process all eight Jacksonville Bank Branches daily loan payments, payoffs, and advances in FIS Metavante systems and Excel General Ledger spreadsheet.
• Process daily mail commercial and residential payments, wire payoffs, and wire payments in FIS Metavante systems and post on Excel General Ledger spreadsheet.
• Post general ledger batch in FIS Metavante systems related to payoffs for loan control. Create general ledgers to request checks regarding payoffs satisfaction of mortgage, appraisal fees, attorney fees, customer overage, and miscellaneous fees.
• Answered emails and calls daily regarding change of address, completed VOMs, setting up automatic payments for loan payments, changing reassigned loan officers clients, order flood certification, create mortgage pay-off statements, and researching loan payments.

Mortgage Loan Closer Coordinator - SERVICE LINK (FIDELITY NATIONAL FINANCIAL PARENT COMPANY) - Jacksonville, FL

(2013-03 - 2013-06)

• Close loans remotely for Citimortgage. Prepare loan documents in Laser Pro Mortgage System (LPM) for customers streamline refinance closing.
• Emailed preliminary documents to the Settlement Agent to prepare an initial HUD-1 Settlement statement. Upon receipt of the initial HUD-1 Settlement statement, add Settlement Agent fees and make any necessary changes to the HUD-1 Settlement statement.
• Emailed to Settlement Agent for revisions. Once final HUD-1 Settlement statement is complete, emailed to Closing Support for approval. After HUD-1 Settlement statement is approved, send all necessary closing documents to Settlement Agent for customers signing.
• Contact customers to explain final figures for the loan closing.

Teacher Assistant/Secretary Administrator - EUCLID CITY SCHOOL DISTRICT - Euclid, OH

(2008-01 - 2011-11)

• Worked with Career Counselor; sent out certified transcripts to post-secondary colleges for enrolled high school students. Inputted scholarships and posted grades into Excel spreadsheet program. Kept accurate records for post-secondary students. Advised high school students how to input information onto FASFA website to apply for financial aid.
• Prepared complex attendance and bus driver's reports for school organization, ensuring full compliance with school district's requirements and meeting tight deadlines.
• Typed correspondences and proofread for grammatical errors and made necessary corrections. Communicated with parents regarding attendance, bus transportation, and discipline issues.
• Distributed principals and guidance counselor's memos and correspondences to other education employees.
• Worked one-on-one with special needs children and young adults in the classrooms.
• Assist and conduct small-group learning sessions in academics environment.

Operations Manager/Loan Officer - CAPITAL HOME MORTGAGE INC. - Willoughby, OH

(1999-11 - 2008-01)

• Communicate objectives to succeed in sales and marketing techniques.
• Oversee all residential and commercial closed loans according to Ohio's Federal and State Laws and performed loan auditors.
• Answered multiple phone lines and transferred to appropriate locations.
• Rapidly learned and mastered varies computer software programs pertaining to professional jobs held.
• Processed conventional and non-conforming mortgage loan files, including ordering all necessary loan documentation for purchases and refinances (payoffs, appraisals, title commitments, VOR, VOM, and VOD). Communicated with Title Company, and customers to set-up loan closing. Reviewed HUD-1 Settlement Statement prior to closing.
• Managed all aspects of day-to-day operations including Loan Officers, Processors, and Loan Closings.
• Interviewed possible new hires, assist new hires with payroll forms and training (i.e. W-4 and I-9).
• Communicated with customers face-to-face and over the phone to obtain information to completed loan application to input into processing database.
• Performed post closing on all residential and commercial closed loans, including contacting customers, lender, and Title Company to correct closing issues and system discrepancies.
• Finances: accounts payable/receivable, invoicing of appraisal billing, and assisted in payroll.
• Supervision of a total of ten loan officers.

Bachelor of Science - Psychology - UNIVERSITY OF PHOENIX (2011-05)

Associate's Degree - Psychology - UNIVERSITY OF PHOENIX – AXIA COLLEGE (2009-06)