Customer Service Quality Assurance
Resume:
Rachel Matuz
Oceanside, CA 92057
*********@***.***
OBJECTIVE: To secure a long term position in a financial institution that
will allow me to utilize the array of skills I have acquired through my
experiences.
QUALIFICATIONS
I possess excellent organizational, interpersonal, analytical, written and
verbal communication skills in English and Spanish. I am self motivated,
detail oriented, I work well independently as well as in a team environment
and acclimate to new environments with ease.
Extensive knowledge of computer operating systems that include:
Windows 98,2000, ME, XP, AS400 and peripherals that include: fax, scan,
copy and printer machines. I have experience adding hardware and
applications as well as adding video and graphics cards. I possess strong
data entry and 10key skills.
Proficient in MS office, Office Works, excel, access, power point, word,
Outlook Express and Lotus Notes. Mortgage software experience with TMO,
Gallagher, Vader, Solutions, Docs Tracking and Power lender. Accounting
application experience with QuickBooks, Quicken Pro, TurboTax, Peachtree
and G/L. A/P, A/R and processing Payroll experience. Certificate of
Eligibility training for VA loans, HUD
disclosure training, Loan Document Analyst training and HELOC training.
EDUCATION
2002-2003 Computer Information Systems, Scottsdale Community College
1994-1996 Occupational Associates Degree in Automotive, Arizona
Automotive Institute
EMPLOYMENT
10/10 to 3/11 Mortgage Compliance Auditor
Alliance Financial Resources, LLC
I audited new applications from all of our Loan Officers to ensure that the
GFE, TIL and initial disclosures were in compliance with Federal and State
guidelines and regulations. I utilized processing and underwriting
procedures to audit FHA, VA and Conventional loans. Prepared documentation
for the tracking, monitoring and escalation of risk related issues to
manager based on the compilation of my data analysis. Conducted post-
closing audits and retrieved missing information from clients, title co,
processors and/or underwriters. Reviewed appraisal, 1008/findings and Final
HUD. Researched through the use of RELS, FHA Connection, USPS, internet
for missing documentation. Analyzed and maintained findings and trends
report. Heavy data entry, excel and use of scanned images of closed files.
05/09 to 6/10 Member Solutions Operation Specialist
Desert Schools Federal Credit Union
Processed Verification of Deposits, assisted with internal auditing of new
accounts, assisted in compiling account information for subpoenas, data
entry, strong 10 key and provided quality member service to internal and
external clients. Utilized industrial Xerox scanner to digitally store
member account applications, loans and varies other products we offered our
members.
01/09 to 3/09 Accounting Specialist
SOS Staffing, Realty Executives
Obtained and verified proper signatures for payment of invoices. Submitted
reimbursement requests to Asset management companies. Maintained proper
back up files for research and reference. Reviewed payable accounts to
ensure that information was properly recorded and the records contained
appropriate authorization for payment. Performed weekly audits to ensure
accuracy and quality of accounts. Balanced and reconciled accounts. Made
payments to vendors.
08/08 to 10/08 Accounting Specialist/ Administrative Assistant
Heating and Cooling Supply
Made adjustments to invoices, balanced and maintained accounting journal.
Balanced cash and credit transactions, made daily bank deposits.
Researched accounts and answered correspondences. Reconciled vendor
statements to ensure that all outstanding invoices and credits had been
investigated and resolved. Performed Auditing, A/R and processed invoices
swiftly with precision. Performed 10 key by touch, use of fax, copy and
printer machines. Sent out UPS. Balanced petty cash.
06/08 to 07/08 Post Closing Coordinator
Select Staffing, Countrywide Reverse Mortgage Loans
Provided quality assurance and compliance to Federal Guidelines for Reverse
Mortgage Loans. Submitted loans for Government approval.
05/07 to 06/08 Office Manager
Mario's Tattoo Shop
Provided quality customer service to clients, processed estimates,
scheduled appointments, created and maintained client files. Generated
invoices and reconciled to maintained client accounts. A/P and A/R.,
balanced G/L.
08/05 to 05/07 Underwriting Assistant-Processor III
Wachovia Mortgage Corporation
Assisted Underwriters with Data Integrity Search and Score requests, ran
DU, requested documentation to meet Federal Guidelines, inbound/outbound
calls to clients to update on loans, performed employment
verifications, uploaded all conditions of files in system, obtained
necessary documents to send approved loans to closing.
01/05 to 08/05 Loan Processor
StaffMark, Wachovia Mortgage Corporation
Processed conforming and non conforming loans in wholesale operation
center. Ran flood certs, ran files through fraud intelligence database,
submitted due diligence requests on files meeting criteria, contacted
brokers when needing additional information on patriot act and
government monitoring information and drew docs. Analyzed file
submissions and requested missing documentation before submitting to
Underwriting.
01/03 to 01/05 Loan Document Analyst
Waterfield Financial Corporation
Reviewed and verified all disclosures and application documents on
CONV, FHA and VA loans on paperless system.
Obtained verbal verifications of employment. Requested COE,
verification of income, assets, rent, mortgage for different loan
products.
Utilized the Credit Alert Interactive Response System to obtain Federal
debt default information on VA and FHA loans. I also greeted clients and
vendors as needed. Generated funding reports, daily production reports and
call accounting reports. Processed payroll, accounts payable, ordered
material and maintained file backup disks.
05/02 to 12/02 Processor assistant
Corporate Job Bank, First Horizon Home Loans
Assisted loan originators, processors and funders with disclosures,flood
certs, title orders, employment verifications, bank statements and evidence
of insurance. Faxed requests of documents needed for different loan
products. Organized and scanned closed loans to corporate office.
References available upon request
Contact this candidate