Mortgage Loan Accountant at Central Bank (2025-06 – Present)
- Balance P&I, T&I, and Unapplied Funds Constodial accounts month.
- Upload all balancing sheets and supporting documents into Blackline with efficiency.
- Board all investor Participations in our core system as loans are sold.
- Process modification, recast and PMI removal request.
- Balance, research, and pay all PMI policies.
- Handle all delinquency reporting to investors and PMI companies.
Teller II at Central Bank (2024-06 – 2025-06)
- Accurately processing all cash deposits, withdrawals, and transfers.
- Comply with all applicable banking regulations.
- Shredd documents in compliance with Federal Regulation and Bank Policies.
- Scan, Separate, and Index documents daily with accuracy.
Associate Personal Banker at Wells Fargo (2023-06 – 2024-06)
- Receive, log, batch, and distribute work.
- Answer the branch phone as needed.
- Assisted customers by appointment.
- Open and close accounts, walk customers through online banking, and answer any questions.
Universal Banker at Heritage Bank N.A. (2020-04 – 2022-02)
- Accurately processing all cash deposits, withdrawals, and transfers.
- Comply with all applicable banking regulations.
- Open and close all deposit accounts including business accounts and IRA products.
Loan Services Specialist at Heritage Bank N.A. (2020-04 – 2022-02)
- Balanced loan control GL every morning before 10 A.M.
- Responsible for all loan non-post.
- Booking all mortgage loans onto the CORE system.
- Annual escrow analysis and verifying all documents involved.
- Service all loans including mortgage, commercial, AG, and all personal loans and lines of credit.
Student Loan Customer Service Representative at Wells Fargo (2018-12 – 2019-06)
- Provide one call resolution, while adhering to strict policies and procedures.
- Handle student loan inquires and complaints in a timely, professional manner.
- Advise customers of different payment and forbearance options available.
- Assist with payments and any questions customers have regarding payment allocation and interest accrual.
Phone Banker at Wells Fargo (2017-11 – 2018-08)
- Responsible for performing banking duties and overseeing the financial activities for personal accounts.
- Handle inquiries and concerns to eliminate the need for customer to travel to the bank in person.
- Handle each customer with a friendly, courteous touch while following strict procedures for handling various types of inquiries.
- Must be familiar with policies and services of the bank to answer questions and offer options and solutions.