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Customer Service Data Entry

Dallas, Texas, United States
February 23, 2018

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Home Equity Process Coordinator and Customer Service experience including: Loan Processing, Tax Specialist and Account Management. Subject Matter Expert for the Centralized Unit Team. Established relationships within the PODS and became the go to person for tasks related to questions or issues that have had customer impacts.

Excellent attention to detail

Able to handle heavy deadlines

Effective communication skills

Teamwork / Partnerships

Problem solver

Customer focus

Professional Experience

CAPITAL ONE. 1/2017 to current

Process Coordinator II/ IT Support One

Diagnosed, identified and resolved system errors and delivered valuable feedback for coaching opportunities when the process and procedures were not followed

Performed password resets and unlocked user profiles for customers using the document imaging system

Managed reporting updates to the system

Loan coordinator 3/2015- 12/2016

Reviewed and cleared level 1,2 & 3 underwriting conditions for home equity lines of credit and home equity loans

Reviewed Title Commitments and Homeowner Insurance policies

Performed third-party services, such as ordering Appraisal, Title and Insurance updates

Centralized Unit Team Lead: I would distribute the pipeline to the associates, cross train with the new team members and provide feedback to management about issues or concerns that needed to be addressed

CMG Financial 1/2014 to 6/2014

RESPA Specialist

Reviewed GFE and applications submitted by brokers to ensure good loan file quality prior to sending out initial disclosures on Wholesale loans

Assisted broker shops in keeping status of loan files in process.

Assisted brokers with uploading loan files and keeping their broker status current

STERNS LEANDING 6/2013 to 12/2013

RESPA Coordinator

Reviewed GFE and applications submitted by brokers to ensure proper loan file quality and staying within compliance before disclosing on Wholesale loans

Reviewed GFE and applications on retail loans to ensure the loan file was in compliance before sending out initial retail disclosures to the borrower and loan officer

Reviewed Change of Circumstance reports weekly for loan compliance

NATIONSTAR MORTGAGE 11/ 09 to 5/2013

Registration Processor

Reviewed GFE and applications submitted by brokers to ensure proper loan file quality prior to data entry.

Issued the required borrowers disclosures within the Federal Guidelines of a 3-day time period for wholesale loans

Assisted brokers and AE's with loan status and issues with files in process


Loan Processor, Contractor

Processed retail mortgage loans FHA/VA/Conventional

Reviewed all loan documents to ensure compliance with all company and government guidelines

Reviewed and order title commitments, appraisals, flood certificates & hazard insurance


RE Tax Specialist/Clerk II

Paid delinquent Real Estate taxes for Chase Mortgage holders

Contacted county tax offices to obtain principle amounts along due with penalty & interest

Closed delinquent lender routes after resolving tax amount dispute issues

EMC MORTGAGE 3/06 to 9/07

Underwriting Coordinator

Performed underwriting due-diligence on previously originated residential mortgage loans

Identified underwriting/data discrepancies and other diligence issues

Reviewed compliance issues

Issues as applicable. Reviewed and resolved document issues with sellers as applicable

SEBRING CAPITAL 2/00 to 10/05

AUS Analyst/Account Manager

Reviewed applications & credit reports to issue Pre-Qualifications to broker lending organizations

Priced loans & advised best loan programs available based on credit profile

Worked the “Automated U/W Help Desk” assisting brokers, underwriters, & Account Executives on obtaining approvals using the Assetwise Direct Automated Underwriting Engine

Responded to preliminary underwriting through the automated engine-sent out preliminary approvals to brokers with tips required to complete a full underwriting package.

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