Kathryn Lane

ad5bjz@r.postjobfree.com 805-***-**** Vancouver, WA

SUMMARY

Seasoned professional with 24 years of experience in financial and sales support roles, including document processing and quality control. Expert in contract management, customer service, and cross-departmental communication. Seeking to leverage meticulous attention to detail and proven ability to meet strict guidelines as an Administration Assistant.

WORK EXPERIENCE

Sunstate Equipment Co. Portland, OR

Internal Sales Representative Apr 2023 - Nov 2023

• Managed comprehensive transaction processes, ensuring meticulous attention to detail and contractual accuracy.

• Provided exceptional customer service, promptly addressing inquiries and diligently following up on commitments to foster customer satisfaction.

• Coordinated driver dispatch and maintained clear communication with yard personnel, adept at upselling trench safety equipment and effectively navigating customer objections. Wells Fargo Bank Bothell, WA

Loan Processor 2021 - 2022

• Compiled necessary documentation for loan modifications, including updated credit reports, appraisals, income verification, and asset validation, ensuring comprehensive client profiles.

• Processed loan applications efficiently, adhering to established lending criteria and timelines.

• Prepared accurate client financial information, complying with stringent federal and state regulatory requirements.

• Maintained operational integrity through strict adherence to policies and procedures, while fostering positive relationships with management and colleagues.

Bank of America Simi Valley, CA

Business Support Lead 1 2012 - 2020

• Managed the acquisition and rectification of recorded legal documents, including Assignments, Deeds of Trust, Mortgages, and Titles to ensure compliance with investor requirements.

• Coordinated with Title Companies to amend Title Policies, facilitating the purchase of loans by institutional investors.

• Conducted thorough final document reviews and initiated inter-departmental communication to correct errors in Recorded Security Instruments.

• Utilized a variety of systems and tools, such as AS 400, County Websites, and Core Logic, to track and rectify documentation deficiencies effectively.

Countrywide Home Loans/Bank of America Simi Valley, CA Bond Specialist/Qc 2008 - 2012

• Prepared and reviewed bond packages, ensuring documentation accuracy and system alignment for state-level transactions.

• Identified and communicated deficiencies in files, facilitating branch-level corrections to maintain compliance.

• Conducted quality control for bond representative packages, leveraging AS 400LS, county websites, and deficiency tracking systems to manage and assist with team workload. Countrywide Home Loans Simi Valley, CA

Collateral Deficiency Specialist 3 2002 - 2008

• Conducted thorough reviews of collateral package deficiencies, ensuring accurate entry and tracking within the AS 400LS loan system to facilitate branch resolution.

• Provided critical support to branches, guiding the rectification of documentation errors to enable the successful sale of collateral files.

• Authored a comprehensive procedural manual for CEMA processing, enhancing the clarity and efficiency of document review protocols.

Customer Service Department 1999 - 2002

• Addressed a high volume of customer inquiries, ensuring comprehensive support on loan-related questions and guidance through complex financial processes.

• Surpassed the established daily call target by a significant margin, demonstrating exceptional productivity and customer service efficiency.