Treasury Management Services - M&T - Remote - Buffalo, NY
(2023-12 - 2026-04)
- Supported clients through inbound calls and email for treasury management services.
- Reset customer passwords and assisted with online account access and user maintenance.
- Guided clients with payments, reporting and platform navigation in the Treasury Center.
- Researched ACH, wire, and check activity and coordinated with relationship partners.
- Assisted with fraud prevention tools including ACH Monitor and Payee Positive Pay.
- Referred clients to sales teams for additional treasury products and services.
Mortgage Post Closing Specialist III - M&T Bank - Remote - Amherst, NY
(2021-11 - 2023-12)
- Reviewed mortgage loan files for completeness, accuracy, and compliance.
- Determined final loan disposition, including withdrawn, incomplete, declined, and approved-not-accepted statuses.
- Identified and corrected discrepancies involving borrower data, loan amounts, credit details, and HMDA-related information.
- Communicated daily with loan officers and underwriters to resolve file issues.
- Supported compliance with ECOA, CFPB, HMDA, SCRA, and Fair Housing requirements.
- Prepared action checklists and maintained quality standards across daily pipeline reviews.
Loan Review Specialist III - Freedom Mortgage - Remote - Fishers, IN
(2016-06 - 2021-08)
- Reviewed government-insured loans including FHA and VA files for accuracy and completeness.
- Resolved underwriting, post-closing, and insuring issues in a timely manner.
- Verified supporting documentation in electronic document systems and updated loan platforms.
- Investigated missing or incorrect information and coordinated corrections with internal and external contacts.
- Uploaded, audited, and maintained loan documentation to meet insurer requirements.
Quality Assurance Checklist - Freedom Mortgage - Remote - Fishers, IN
(2016-06 - 2021-08)
- Performed quality assurance reviews on team members loan work.
- Evaluated accuracy and completeness of reviewed files and documented findings.
- Helped maintain team quality standards through consistent auditing and feedback.
Loan Specialist Officer - Small Business Administration (SBA) - Herndon, VA
(2016-01 - 2016-05)
- Analyzed collateral including real estate, vehicles, deposit accounts, and insurance policies.
- Made recommendations related to liquidation and charge-off of commercial loans.
- Worked with SBA lenders to confirm compliance with agency policies and guarantee requirements.
- Helped resolve complex lending issues through research and partner communication.
Loss Mitigation Bankruptcy/Foreclosure Business Unit & Property Preservation - Freddie Mac - McLean, VA
(2014-07 - 2015-08)
- Coordinated property action decisions with servicers and law firms.
- Provided policy guidance and compliance support to servicing partners.
- Reviewed requests, monitored delays, and helped resolve escalated foreclosure-related issues.
- Prepared claims and reviewed pre-approval requests using internal systems.
- Supported special projects by developing tracking methods for modification program requests.
- Provide guidance on expense limits preservation and maintenance of abandoned properties.
- Developed recommendation for yard maintenance and winterization seasonal requirements.
Administration Assistant - Champion Title & Settlements - Ashburn, VA
(2012-12 - 2014-09)
- Processed subordination agreements for financial institutions and title entities.
- Coordinated lender payoff request through phone, fax, and conference calls.
- Delivered responsive service and documentation support for property closings.
Foreclosure Specialist, Mailing Tenant-Lien Holder Notices, Bankruptcy Processing/Direct Source Specialist - Atlantic Law Group/Merge together Draper & Goldberg - Leesburg, VA
(2009-07 - 2012-12)
Mail Carrier, Mail Distribution Center - United States Postal Service - Sterling, VA
Retail Manager - Seven Eleven Corporation - Sterling, VA
