Mortgage licensing specialist legal assistant/paralegal

Marilyn J. Clark

Phone: 404-***-****

**************@*****.***

SUMMARY OF QUALIFICATIONS

A proven track record of achievements in the Mortgage Industry, Financial Services, General Accounting, and Information Technology. Equally skilled in professional support roles and management. Recognized by senior management and customers for responsive service, accuracy and as a “go-to” person for problem solving. Expertise includes:

Research, Analysis

Mortgage Industry Licensing

Secretary of State filings

Office Management

Project Management

EXCEL Spreadsheets

Branch Management

Supervision

General Ledger, AP/AR

CAREER ACCOMPLISHMENTS

Primary Capital Mortgage, LLC, Atlanta, GA 2009 to 2017

AVP – Compliance and Licensing Manager

Preparation of state licensing applications and supporting documents for submission to state banking regulatory agencies. Maintenance of 42 state mortgage licenses, including the preparation and submission of periodic state reports, annual license renewals and state examinations.

Preparation and submission of state license applications for Mortgage Loan Originators and maintenance thereafter (e.g. pre-licensure and continuing education requirements, pre-licensure testing, continuing education, etc.).

Proficient with the Nationwide Mortgage Licensing System and Registry (NMLS).

Preparation and submission of business filings with Secretaries of State (e.g. registration for authority to conduct business as a “foreign” entity), and maintenance thereafter (e.g. periodic reporting).

Monitored and maintained company’s current state authorities (e.g. legislative updates, license renewals, annual reporting, etc.).

Annual HMDA reporting.

Received, prepared and responded to periodic examinations by state regulatory agencies.

Maintained state required Surety Bonds (i.e. new, change riders and renewals), including the new Electronic Surety Bond (ESB) in the NMLS.

Researched and monitored legislation (e.g. use of AllRegs), as applicable to company’s business and licensure.

Received Service of Process from Registered Agent and maintained log of same.

Partner Approval; wholesale lending (Added to above responsibilities) 2010 to 2016

Reviewed/investigated applications from Third Party Originators, providing recommendations to Senior Management regarding approval/denial. Upon approval, drafted notification letters to applicant and set up new partner profiles in PCM’s system.

Marilyn Clark **************@*****.*** Page two

Franzén & Salzano, P.C., Norcross, GA 1998 to 2009

Paralegal/Licensing

Preparation of various states mortgage lender/broker license applications and assembling of supporting documents for submission to state banking regulatory agency.

Preparation of business filings with Secretaries of State (i.e. Annual Registrations, Articles of Incorporation, Articles of Organization, etc.).

Monitored various states’ annual renewal and registration requirements for licensing and qualification.

Research of various legal issues, as directed.

Assisted with monitoring of legislative issues; particularly relative to the mortgage industry.

Communicated with various states banking regulators relative to mortgage compliance issues.

Review of metro county legal organs and other mortgage industry periodicals.

Tracking of client cases.

PRIOR EXPERIENCE

Home Equity USA (F/K/A Fleet Finance, Inc.), Atlanta, GA

Senior System Analyst, Atlanta, GA

Accounting Coordinator, Atlanta, GA

Branch Manager, Kingsport, TN

Assistant Branch President, Jonesboro, GA

OTHER SKILLS AND PROFESSIONAL DEVELOPMENT

Certificate of Paralegal Studies, Clayton College and State University, Morrow, GA.

Ongoing professional development and continuing education.

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