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Doc Imaging Specialist

Location:
Richmond, Virginia, United States
Posted:
May 17, 2018

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Resume:

Education:

Infotek Solutions, Inc. Manual QA Software Tester June 10, 2017 - September 2017

Bachelor of Science in Information Systems Concentration: Database Management Strayer University, Henrico Campus, Richmond VA- 01/10 – 05/2012, GPA 3.0

Associate of Applied Science in Computer & Information Science: Concentration: Computer Programming ECPI Technical College, Glen Allen, VA

Associate in Applied Science: Concentration: Accounting Kings College, Raleigh, NC

Technical Skills:

●MS Windows 2007, 2010

●Excel

●Powerpoint

●MS Word

●Outlook

Interpersonal Skills

•Effective communication skills - both written and verbal

•Execute responsibilities independently with minimal supervision

•Ability to anticipate and proactively resolve issues.

•Ability to analyze, research, resolve issues and suggest improvements to processes

•Detailed oriented, dedicated and capable of working in a fast paced environment with little or no supervision with sufficient training

•Strong organizational skills to perform multiple tasks efficiently and prioritize tasks in order to meet various deadlines

•Work well in a team environment

•Proficient in Microsoft Office: Word, Excel and Outlook

Certifications

ITIL V3 - Information Technology Infrastructure Library Foundation (February 2017)

Experience

Loan Specialist

Workway, Inc. - 10/2017 - current

- First Citizens Bank

•Review loan documentation (post-closing) according to credit policies and federal/state regulations

•Responsible for setting loan exceptions in tracking system

•Manage large volume of loan transactions per day

•Utilize mainframe to review and confirm customer loan information

QA Manual Tester

Infotek Solutions, Inc. - 06/2017 - 09/2017

Project Name: Mercury Tours Inc

A web-based travel application where customers can search, make reservations for flights, hotels, car rentals and cruises for vacation destinations. Upon registering with this online website, customers are able to conveniently use multiple devices using different browsers to create, modify, and cancel reservation requests including processing payments using multiple types of payment.

•This program was an introductory course to acquire the skills needed to become a QA Software Tester and to learn the different phases of the SDLC & SDTL processes using the agile methodology

•Analyzed the requirements of the project by understanding the Business Requirement Specifications (BRS), Software Requirement Specifications (SRS) and Functional Requirement Specifications (FRS)

•Created test plans to determine what to test and how to test by creating an early test checklist or plan in the testing environment

•Developed test cases from the testing checklist or plan

•Created test cases in JIRA, a software management and defect tracking tool

•Produced the traceability matrix report by mapping the test cases to the related requirement sections in the FRS

•Compared the test cases to the requirements of the Functional Requirement Specifications

•Executed all assigned test cases using valid and invalid test data

•Created defect reports and track defects until completion

•Created reports to retrieve data from the database tables by writing SQL queries in SQL Editor

Commercial Documentation Specialist

EagleBank - 11/2015 - 05/2017

•Prepared commercial loan documents using in-house documentation software platform (LaserPro or Word templates) for new loans, renewals, extensions, modifications and letters of credit

Commercial Loan Associate III

Capital One, NA – 06/2012 - 11/2015

•Prepared commercial loan documents using in-house documentation software platform (LaserPro or Word templates) for new loans, renewals, extensions, modifications and letters of credit

• Reviewed loan documents prepared by other associates or outside counsel to ensure compliance with the Bank's loan policy, applicable banking regulations and with any other requirements designated by the credit approval authority, and authorize the closing of such loans

• Reviewed organizational documents, appraisals, surveys and other third party documents ensure conformity with bank standards

• Analyzed due diligence documentation and prepare necessary lien perfection documents to protect banks security interest in pledged collateral

• Reviewed loan packages for completeness and regulatory compliance in order to authorize funding

• Prepared detailed funding instructions to ensure that loans are funded properly and that banks fees are collected

• Assisted with identifying and clearing any exceptions within the appropriate time periods

• Communicated and interacted effectively with underwriters and relationship managers to ensure all conditions are met for closing and to coordinate the details of loan booking and funding

• Served as training resource for less experienced associates in the department

Senior Operations Loan Specialist

Capital One, NA - 05/2011 – 06/2012

•Converted data from the Shaw loan system to the ACBS loan system by

inputting customer and facility credit setup and deletions of all construction, acquisition and development, consumer, equipment loans in the commercial lending department

• Researched real estate property information on the county and state internet websites for legal name searches, flood certifications and addresses

• Processed escrow analysis calculations

Commerical Loan Assistant

Virginia Business Bank - 06/2008 – 05/2011

•Processed all loan documentation for construction and acquisition & development loans in the commercial lending department using the LaserPro documentation software, forward legal documents to attorneys and verify executed documents for compliance purposes

•Researched real estate property information on the county and state internet websites for legal name searches, flood certifications and credit reports

•Corresponded daily with attorneys, title companies, property inspectors and borrowers to process loan closings via letters or fax or phone

•Invoiced commercial clients with fees, reconciled client transaction accounts and corrected inaccuracies as quickly as possible

•Requested quarterly and yearly business and personal financial statements and credit reports, federal income tax forms, inventory reports and work in progress listings

•Obtained & requested appraisals, credit reports, flood certifications, builders risk and general liability insurance certificates, title policies, surveys, sales contracts, deeds and other necessary documents to process all loan closings

•Managed employee setup and deletions as the company’s Equifax administrator to allow employees to retrieve credit reports on clients

Administrative Assistant

Suntrust Bank - 05/2007 – 06/2008

•Process business and personal financial spread requests by using Risk Analyst software which summarizes all information on a report and is forwarded to the appropriate relationship managers.

•Receive client financials and log into Credit Management Tracking system.

•Manage and organize daily correspondence & documentation in order to meet deadlines

Business Services Assistant

BB&T Bank - 05/2001 – 05/2007

•Processed all loan documentation for construction and acquisition & development loans in the commercial lending department using the LaserPro documentation software, forward legal documents to attorneys and verify executed documents for compliance purposes

•Researched real estate property information on the county and state internet websites for legal name searches, flood certifications & credit reports

•Corresponded daily with attorneys, title companies, property inspectors and borrowers to process loan closings via letters or fax or phone

•Invoiced commercial clients with fees, reconciled client transaction accounts and corrected inaccuracies as quickly as possible

•Requested quarterly and yearly business and personal financial statement and credit reports, federal income tax forms and inventory and work in progress listings

•Obtained & requested appraisals, credit reports, flood certifications, builders risk and general liability insurance certificates, title policies, surveys, sales contracts, deeds and other necessary documents to process all loan closings

•Managed employee setup and deletions as the company’s Equifax administrator to allow employees to retrieve credit reports on clients

Compliance Associate

RBC Dain Rauscher - 05/2000 – 05/2001

•Processed documentation requirements for all insurance & NASD licensing for brokers

•Maintained records of all firm, NASD and Insurance continuing education requirements including scheduling all exams & training classes

•Updated information for MSRB and quarterly filings of customer complaints in order to comply with NASD, SEC and State registration requirements

•Gathered information for NASD, State BD and investment adviser annual renewals

•Processed amendments to U-4, U-5, BD and ADV forms via NASD Web CRD registration systems



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