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Financial services

Pittsburgh, Pennsylvania, United States
May 18, 2018

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*** ********* ******

Pittsburgh, Pa 15212

Home Phone 412-***-****

Cell Phone 412-***-****


A motivated & hardworking employee looking to attain a position in a challenging, multi-task environment in which growth and maximizing of individual potential is facilitated.


Accounting Clerk experience; including data entry

Ability to meet work under pressure and meet deadlines

Ability to work independently or in groups

Excellent learning skills

Strong organization skills

Great grammar punctuation and spelling

Excellent attendance and punctuality

Ability to handle multiple task

Strong interpersonal skills (i.e. friendly and outgoing)

Microsoft Office ( i.e. Word, Power Point, and Excel)

Typing 45+ wpm

Accounts Receivable


17 years of Banking in the Mortgage Industry, Microsoft Office 2007, Microsoft Excel, Microsoft Word, Data Entry, Gators System, Citrix System, Customer Service, 45+WPM Typing Speed


Stearns Lending 09/15-present

Loan Set Up Specialist

Ensure compliance and law regulations, rules and guidelines are met at time of mortgage loan origination and submission.

Escalate and report on deficiencies identified to brokers and management

Coordinate and communicate with compliance associates to ensure all documents and disclosures are in accordance with federal, state, local and agency rules and regulations.

Serve as liaison between Compliance and brokers and other support teams on identifying and addressing compliance concerns as changes are made to policy and procedures or new regulations are issued.

Receiving loan files via email and/or efax, reviewing files for completeness before setting file up into Orijin System.

Review LE submitted by broker to ensure that the file received was acceptable prior to starting data entry.

Issuing the required borrowers disclosures within the government 3 days time period.

Completing and sending disclosures to borrowers.

Assist brokers with the status of loan files or issues with interfacing/uploading loan files.

Utilize the scripts to communicate with Clients regarding issues that arise during the order process.

Pick up the phone and avoid the email back and forth (2 email limit).

Make notes in Orijin on progress and escalate issue notifications to AM for communicating out when needed.

Request revisions for any issues discovered on 4506-T

Communicate clearly and effectively, getting to issue resolution as soon as possible.

Review tasks due out next day to hedge heavy days and engage Manager as necessary for load balance.

Contact Client if confusion arises during review of conditions to rectify and provide excellent customer service.

Prioritize loans to UW when aware that file is a hot file with only one or two conditions.

BNY Mellon (Temp) 09/14-09/15

Processing Administrator-Asset Servicing

Support global market documentation for all Asset Servicing clients for on-going custody platform migration.

Preparation of required local market opening documentation for onward forwarded to clients.

Research and review exposure in the local markets to determine documentation needed.

Create, Complete and Submits any documentation that can be processed internally without client intervention.

Tracks and provide documentation status reporting to clients, project teams and management.

Created the training manual for the Processing Administrator process

Provides Assistance and training when needed

Urban Lending Solutions 11/2009 – 02/2014

Documentation Administrator 06/2010 – 01/2014

Quality Control of mortgage documents for recording

Make contact with county offices to obtain recording requirements

Research real estate/public records online

Clerical functions including but not limited to mailing Fed/EX, cutting checks, scanning and mailing

Provide assistance and training when needed

Process documents for recording

General Email/Scheduler 11/2009 – 06/2010

Receives all email coming to Title Company from closers of Bank of America and sending them to correct department in the company.

Makes sure that all lenders instructions and closing packages have correct vesting on mortgages and other documents

Makes sure before all documents get posted to gators website that the correct documents are added to closing packages.

Contact all notaries to see if available to conduct closing once notary is available to schedule I contact the borrower to set up time convenient to the borrower

Home Loan Services/Merrill Lynch (Temp) 01/2009 – 08/2009

Resolution Assistant - Contract

Coordinates a combination of activities performed by the Resolution Team with an emphasis on sorting, documenting and logging inbound mail faxes & email correspondence

Office Team-Mckesson Specialty Pharmacy (Temp) 10/2007 – 05/2008

Patient Assessment Representative/Co-Pay Collections Representative - Contract

Contacted patients to conduct an assessment prior to dispensing new and refill prescriptions.

Refers Patients to pharmacists to discuss clinical or medication compliance issues

Contacted patients to coordinate delivery of their medication.

Ensured patients received their medications as scheduled while providing excellent customer service.

Contacted patients to collect co-pay co-insurance, outstanding balances or payments from self paying patients

National Real Estate (Temp) 07/2007 – 09/2007

Clearing Specialist - Contract

Contacted companies for payoffs, clear titles search for updates, for borrowers trying to obtain reverse mortgage input information into a customized computer system.

Inzura Settlement Services 07/2006 – 05/2007

Pre-close /Post Close Processor

Receive pre-close packages via email which I convert to PDF files from there I insert various documents into package until package is complete, after that task is complete I email closing documents to closing agent in a timely manner.

For post-closing duties I receive checks from various borrowers and match up mortgages with checks. From there I send the checks out to vendors.

EchoStar (Dish Network) 06/2006 – 07/2006

Customer Service Representative- Contract

Assisted customers with their technical issues concerning Dish Network Services

Varsity Contractors 10/2005 – 06/2006

Custodial Work

Maintained Cleanliness of all also made sure all was clean up to OSHA standards.

UPMC - Pittsburgh 06/2005 – 09/2005

Customer Service Representative- Contract

Received inbound customer service calls.

Assisted UPMC customers with setting up seminars.

Provided Cleveland Clinic customers with information on healthcare refunds.

General American Corporation Mortgage Settlement Company 05/2000 – 10/2003

Clerical Mortgage Representative

Preparing settlement statement, marking up titles working with attorneys and abstractors during the closing process to ensure proper processing, disbursing loans and sending out all payoffs in a timely manner.

Duties also included ensuring mortgage recordings utilized Gator Scanner, executed data entry and assisted agents in obtaining authorization for legal documents.


Triangle Tech- 10/2003 – 02/2005 Pittsburgh, Pa

Associates Degree with Concentration in Maintenance Electricity & Construction Technology.

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