BRUCE DOBBINS

Email: acvwqv@r.postjobfree.com MOBILE 214-***-****

Transaction Specialists I

Vendor Management / Mortgage Acquisition

Financial Specialists that has worked for a multinational company that is ranked among the largest and most profitable financial institutions in the world. Rated as an elite performer with a consistent track record for meeting or exceeding production goals and customer expectations. Well organized with great time management skills. Adapt at training staff on procedures, protocols and best practices. Works well independently as well as collaborating in a team atmosphere. Core skills include:

•Audit • Compliance

•Problem Solving

•Documentation

•Research Analysis

•Customer Service

• Quality Assurance

•Policies & Procedures

•Data Validation

•Training

PROFESSIONAL EXPERIENCE

JP MORGAN CHASE, Dallas, Texas 2004 to 2015 World-Wide financial services company that specializes in wealth management, credit cards, business loans, mortgages and other financial services.

Transaction Specialists I 2012 to 2 0 1 5

•Primary duties included producing and distributing various exception reports for the Pension Utility and 401K teams. Performed daily reconciliation of AP, Lockbox, Official Check DDA, Cash Long/Short Balance Reports and Pension Log to ensure that all cash breaks were resolved in a timely manner.

•Processed and updated around 45 line number requests to the unit's Line Number Report per month.

•Monitored group email box for inquiries and responded to urgent same day items.

•Updated IIG GNAC auto signature client database with the authorized signature lists and client callback verifier's fists.

•Handled Third Party data base maintenance by ensuring all add/deletes were completed.

•Conducted all Callbacks within the 30 minute deadline defined by management.

Sr. Lead Operations Specialists 2009 to 2012

•Principal duty was to review and measure key components of the Service Level Agreement that was initiated with the outside Imaging Vendor.

•Designed Quality Control processes to measure Vendor Performance.

•Prepared and maintained operating procedures for various QC processes.

•Provided weekly and monthly metrics reporting.

•Audited Recon reports provided by offshore team.

•Conducted quarterly visits with Vendor to perform onsite QC testing.

•Trained offshore FTE's on QC processes.

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Escrow Tax Administrator

•Reviewed daily Penalty Reimbursement requests from the Tax Vendor.

•Researched and disbursed fees regarding delinquent Property and HOA taxes.

•Reconciled daily check log to clear returned check items.

•Audited TCLA and Reps and Warrants files to prevent backlogs.

•Monitored Vendor Tax line setup to validate accuracy and timeliness.

2007 to 2009

•Assigned to Check Vault Control Room. Conducted Inventory and Quality analysis.

Tax Vendor Liaison 2006 to 2007

•Accountable for auditing the Tax Line Setup Process by the Tax Vendor. Provided a Weekly Tax Line Setup Exception Report for the Vendor.

•Participated in Tax Line Setup and Weekly Tax conference calls.

•Reviewed all tasks that were escalated by the -Loan Boarding team to the Tax Vendor to ensure that they were opened and closed correctly in a timely manner.

•Initiated tasks to the Tax Vendor to correct tax line set up related issues.

•Selected as a Subject Matter Expert to assist in the testing and implementation of the BPM Automation application.

•Assigned to train I-Gate on tax and hazard related processes.

Acquisition Loan Scrub Specialist 2005 to 2006

•Oversaw New Loan Boarding activity by utilizing various reports in order to validate that new assets were boarded on Fidelity correctly.

•Audited all work performed by the Scrub team to authenticate Escrow, Hazard and Tax Line setup.

•Assigned tasks to Acquisition Dept. to research post loan boarding setup issues.

Acquisition Manual Loan Setup 2004 to 2005

•Primary duty was to review loan closing documents and manually input specific information into the New Loan Work Station according to loan type.

•Specified as the primary individual for inputting and coding HELOCS.

•Selected to oversee loan level maintenance of Tax lines, Hazard, Ml, PCHl and acquisition notes.

Education

Delta College, Baton Rouge, Louisiana Technical Degree Accounting

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