Customer Service Quality Control

MARTHA HALLIBURTON

**** **** **** **-* 404-***-****

Marietta, GA 30067 ************@***.***

SUMMARY

Detail oriented professional with experience in preparing and reviewing loan documents. Utilize

strong organization and communication skills to ensure accuracy and completeness on all

assignments. Customer focused with the ability to work well in a team environment.

WORK EXPERIENCE

Freedom Mortgage Corporation, Atlanta, 2007 - 2010

Collateral Specialist/ Post Closer Auditor

• Log all notes in the Lakewood

• Validate the notes once I received them

• Call the title company to confirm closings

• Verified dates and signatures on the collateral doc’s

• Assigned the note to and investor after validation

• Also submitted and endorse VA and FHA

• Follow up on recorded mortgages and title policies

• Auditor Files for signatures and dates along with numbers calculations. Making sure that the entire

total is corrected at the time of closing.

• Printing out monthly progress report at months end.

• Following up on getting the files back on a timely manner from each closing agent.

• Reviewed and stacked closing doc’s

• Forwarded payment to customer accounts correct any inofrmation that was needed to the accounts

also tracking and audited the payments.

• Work with Sc, Ms, Nc, Fl, Ga, Tx Title policy.

Wells Fargo Home Mortgage 2007 - 2007

Post Closer Coordinators

• Received all closing documents from closing agents.verfield names on closing package

• Log closing documents into the system

• Record tracking information on the closing document along with loan payment.

• Follow up on missing docs

• Post checks to a monthly log

• Log all final and correspondences on a monthly log

• Research information on old loans and new loans

• All final doc’s and trailing doc added on a monthly log.

• Research payment history and apply payment to accounts along with that added comments to the

customers file and report.

Foundation Financial Group, Atlanta, GA 2007 – 2006

Post Closer/ Set-up

• Expedite closing package to vary lenders checking the package down for any errors and

omissions.Follwing standard proceeds with the packages.

• Creating the collateral file and forwarded document

• Ship file within established timeframes

• Maintain logs for incoming packages

• Review all closing logs for closed loans

1 Performing HMDA audits, as necessary

• Printing any required

documents

Aegis Wholesale Corporation Atlanta, GA 2004 - 2005

Closer/Funder/Processing

• Primary responsibility is to fund mortgage loan submissions after verifying that all

conditions have been signed off and there are no exceptions in the files.

• Review all funding package for accuracy to ensure compliance to federal, state and

investor regulations/requirements

• Prepare loan documents for signing funding

• Review conditions for acceptability and verification of all documentation and performing

necessary calculations

• Ship file within established timeframes

• Maintain all logs used in department

• Coordinate closing with customer an internal staff insuring all timeframes are met

• Perform quality control audits of loan and ensure post-funding conditions have been met

• Work with title companies and brokers on loan files

• Work with other team members to ensure efficient workflow

• Worked on clearing voe and stips.

Washington Mutual Bank, FA, Atlanta, GA 2002 – 2004

Post Funding Coordinators

• Depending on the makeup of the loan delivery team, the same loan coordinator who performs the set

up functions may also conduct the post funding activities. Post funding coordinators are responsible

or:

• Providing exceptional customer service

• Identifying funds due and completing required actions

• Creating the collateral file and forwarding it to the Vault

• Printing any required documents

• Following up on original closing package (non escrow)

• Reviewing and stacking loan files

• Shipping base fields to the appropriates post closing site

• Transitioning loans to appropriate statuses (i.e., Complete)

• Notifying Reconciliation & control to disburse funds

• Escalating issues to the loan delivery team manager

GUARANTY RESIDENTIAL LENDING, Atlanta, GA -2001- 2002

Post Closer/Government Insurer Specialist II

• Performing HMDA audits, as necessary

• Prepared loans to be shipped to the financial company using a file standing list of loan closing each

day.

• Audited Conventional, FHA and VA loans. Insured FHA and VA loans. Log in MIC and LGC to

be sent to corporate office.

• Make copy of files and package that goes out to the different government offices. Made initial

contacts with closing agents requesting missing documentation.

PRUDENTIAL HOME EQUITY, Atlanta, GA 1998 - 2000

Closer Coordinator

• Managed the closing process of home equity loans. Created closing documents for customers’

signatures. Coordinated loan fundings and verified proper set-up of each account.

• Effectively communicated with customers, attorneys, post closing department, title companies and

county recorders, ensuring an efficient closing.

• Conducted in-house closings with customers and audited signed documents, providing 100%

accuracy and completeness.

• Received commendations from customers for providing outstanding service.

• Collaborated with team members to ensure that loan/closing documents were complete and accurate.

EDUCATION

Rutledge Business College, Memphis, TN

Major: Travel and Tourism

TECHNICAL SKILLS

Microsoft Office XP, Loans Works, Word, Excel, Outlook, Lotus, Gallagher

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