Tami Wells
actgrc@r.postjobfree.com
OBJECTIVE
Seeking a challenging and rewarding career in a Professional Business environment where my management skills, work ethic, experience and expertise can bring value to an organizations vision and brand.
Customer Service Management
Finance and Accounting
Real estate
Excel
Quality Control Management
Planning and Forecasting
Team Development
CAREER HISTORY AND ACCOMPLISHMENTS
REDWOOD TRUST 2014 - Present
Jr. Client Service Representative
Process data capture for all incoming loans
Process LQA report for Management
Process LP Freddie Mac report for Purchase Reviewers
Process Missing and Corrected data report for Wells Fargo
Process Clear Capital and MERS report
HERMAN GROUP REAL ESTATE 2008 - Present
Broker
Create and implement marketing strategies for real estate sales
Sales coordination and management
Data Management of clients
Customer Service
Implement contracts for real estate transactions
Coordinate inspections
Negotiation in regards to, real estate transactions
LENDERLIVE 2012 - 2014
Team Support Specialist
Perform updating and billing of work orders from the contractor filed
Perform compliance auditing of loan files and documentation
Perform Junior underwriting tasks
Assist with overall pipeline management
Coordinate with 3rd party vendors to assist with both ordering and follow up, and will help drive the overall pipeline
THE BOARDROOM EXECUTIVE SUITES 2010 - 2011
Client Services Representative, 2010-2011
Answer calls for executive suite clients
Manage monthly billing and reports
Update Salesforce with new client leads
Conduct potential client tours
Manage new client files
Order and maintain ordering of office supplies
TIAA-CREF 2001 - 2008
Sr. Annuity Loan and Transfer Associate
Managed Monthly Loan and Transfer Late Report, Quality Post Audit Report, Unit Productivity Report
Point of contact for clients and institutions regarding loan, transfer and default inquiries
Distributed work on a daily basis and processed all difficult work inquiries
Verified processors work and processed unit audit reports
Processed loans and quarterly defaults on retirement contracts
Trained new hires on processes within the loan unit, worked on various project teams enhancing work processes
Worked on numerous supervisor appointed projects
WELLS-POWELL & ASSOCIATES 2004 - 2006
Grant Writing Consultant
Research governmental, foundation and corporate grants
Establish and maintain relationships with funders
Write, submit and track grant applications
Generate compelling narratives for funding applications and reports
Develop project descriptions, evaluations plans
Gather budget materials for applications and ensure compliance with funding requirements
Oversee reporting requirements for grants and contracts
Handle confidential financial records and grant materials with great discretion
COLORADO HOUSING AND FINANCE AUTHORITY 1998 - 2001
Post Closing Technician
Controlled all post-closing documents and repurchases
Followed up on delinquent accounts and provided monthly reports for 20 mortgage lenders
Assisted Human Resources at job fairs
DENVER COMMUNITY FEDERAL CREDIT UNION 1997-1998
Loan Service Representative Responsible for approving, closing and disbursing funds on loans
Responsible for cross selling and opening and closing accounts, offered credit counseling on loans that were denied
Responsible for recording and releasing deeds of trusts
Processed mortgage and automobile title work
BANK ONE 1995 - 1997
Dealer Loan Clerk
Responsible for processing data entry for automobile loans and providing customer service for automobile lenders
EDUCATION AND ENRICHMENT
UNIVERSITY OF PHOENIX Bachelor of Science/Business Management Degree Date