DAWN WARREN-BEARD

ac2fs9@r.postjobfree.com

*** ******** ****** ● Rochester, New York 14619 ● Phone: 585-***-****

SUMMARY

A mature proactive professional who seeking a position in an office setting. Have strong verbal and written communication skills. Who demonstrates quick problem solving while dealing with new concepts, systems and procedure. Have ability to handle multiple responsibilities while being conscientious of policies and procedures. Computer skills include: Word, Excel, Microsoft Outlook, Email, Internet and typing 60+wpm.

PROFESSIONAL EXPERIENCE

CORELOGIC, R OCHESTER NY 14623 2015-9/11/2017 Tax Service Specialist, Citi Mortgage Non Escrow loans

•Research of property tax data using various resources and client systems.

•Review if loan is in Bankruptcy, Foreclosure, 2nd Mortgage or High Dollar Amount approval is required.

•Obtain and Procure delinquent tax amounts from various tax authorities/clients/3rd party via outbound phone calls, websites, and internal systems.

•Process tax payments and research complex tax issues.

•Convert Non-Escrow loans to Escrow loans and set-up tax line in client system if required.

•Meet client expectations and internal production.

Mini QC 1/7/13-2015

•2nd review tax research cases for accuracy.

•Finalize batches for payments.

•Add case notes to client system.

•Review and send letters out to homeowners.

JPMORGAN CHASE BANK, ROCHESTER NY 14643 5/14/2012- 12/28/12

Relationship Manager, Unemployment Forbearance Modification Loans

•Handled customers effectively by identifying needs, quickly gaining trust.

•Accessed computerized financial information to answer questions related to specific accounts.

•Communicated with customers, employees and other individuals to answer questions and explain information on Freddie Mac and Fannie Mae loans.

•Communicated with customers for information need to review application for the Home Affordable Unemployment Forbearance Program.

•Input proper coding in MSP prior to sending file to underwriting for decision.

•Mailing out letters to customers on documents needed using Info Source.

•Monitor payments.

•Assist with customers making a payment on loan by phone using Fast Pay/ICAT.

JPMORGAN CHASE BANK, ROCHESTER NY 14643 6/29/2009-5/13/2012 Quality Assurance Analyst, Imminent Default Modification Loans

•Review loan files validating underwriting, compliance and regulatory standards.

•Review income, asset and credit documents to meet Private and Assets guidelines.

•Review loan files for underwriter accuracy on recommended loan decisions.

•Knowledge of modification loan procedures, compliance, and investor guidelines.

•Identify if the underwriter recommended decision will pass/fail during the QA review.

JPMORGAN CHASE BANK, ROCHESTER NY 14643 2001-8/31/2008 Senior Consumer Loan Closer, Home Equity Finance

•Review files for accuracy and completeness prior to system input.

•Ensured all conditions are met prior to document preparations.

•Made final decision on a pool of loans and lines of credit based on company guidelines and policies. with lending authority of $350,000 to approve numerous accounts.

•Coordinated funding process of loans, prepared wire request and adjustments.

•Provide sales and service updates regarding the loan transaction to the customer, loan officer, title, escrow companies and attorneys via telephone and emails.

Customer Service Associate, Home Equity Finance Registration 12/7/1998-2001

•Data entered loan applications into ACAPS system.

•Process application flow through the internet and fax.

•Prepare Truth and Lending documents.

•Complete complex files.

•Document correct loan products.

Olsteen Staffing Service, Rochester NY 14623 2/7/1998-12/7/1998 Post-Closing Funder, Chase Home Equity Finance

•Booking and funding loans after successful closing.

•Coping and filling documents for company records.

•Making calls to verify payoff and pay down on credit card statements.

•Shipping files to specific locations.

EDUCATION

A.A.S Office Technology-Secretarial Science-Executive Monroe Community College, 1998

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