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Life Insurance Assistant

Location:
Indianapolis, IN
Posted:
June 02, 2018

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Resume:

Angela Loan Closer - Home Miller Point Financial Corp

Indianapolis, IN 46239

************@*****.*** - 317-***-****

Authorized to work in the US for any employer

WORK EXPERIENCE

Loan Closer

Home Point Financial Corp (formally Stonegate Mortgage Co - Greenwood, IN - October 2016 to Present

*Facilitated closing and disbursement for conventional, FHA, and VA mortgage loans.

*Gathered closing figures, input closing information and generated loan documentation..

*Coordinated with buyers, sellers, title companies, attorneys, escrow agents, surveyors and real estate agents to complete loan submissions and set up closing date and time. Subpoena Analyst

JPMorgan Chase Bank & Company -

April 2009 to October 2016

* Interpreting subpoenas request of banking records

* Ordering banking statements, employment records, video surveillance, etc within the line of business of Chase to insure all records are provided to the attorneys, judges, AUSA's and detectives on behalf of their subpoena request

* Handle and review complex documentation reviews

* Prepare documents for retention

* Interpret and make decisions based on legal documentation

* Handle escalated inquiries

* Communicate with internal and outside legal counsel regarding criminal, grand jury, Chase employment records, and high profile subpoena request

* Perform inquiries and affirms transaction details, as needed Quoter Specialist

Renaissance Dental Insurance - Greenwood, IN -

March 2008 to April 2009

46217

* Printing out request for proposal (RFP) of dental, vision and life insurance

* Evaluating all information sent for the request and inputting into the system

* When quote is complete, then send the quote via-email to the broker or agent who's requesting the quote.

* Filing away quotes by state.

Escrow Officer

First American Title Company - Vernon Hills, IL -

March 2005 to June 2007

Making sure that I have and or will have everything that I need from sellers attorney to clear title for closing.

* Making sure they have lender and seller figures to work up settlement statements and make sure that I'm balanced on both sides.

* Giving all parties a faxed or email copy of settlement statement before closing.

* Making sure I am balanced, have funds from lender and or seller and have funding approval from lender before disbursing on the file.

* Making sure all recording documents are correct before going for recording.

* Doing an average of 6 to 8 closing a day.

Escrow Assistant

Metropolitan Title Company - Vernon Hills, IL -

February 2004 to February 2005

* Work up respa's for lenders and attorneys for closings

* Making sure packages for closings are prepared and ready to go at time of closings

* Give lenders and their customers final figures for closing

* Look over titles to make sure there are no discrepancies so loans can close

* Disburse the loan for the lenders

* Starting construction loan files from beginning to end.

* Verification of available funds from the lender and contacting them

* Verification of final and partial waivers with contractors and owners statement Receptionist

Chicago Title Company - Gurnee, IL -

August 2003 to February 2004

* Answering and transferring incoming calls on an multiple phone system

* Confirming closing and giving final figures for customer to bring in monies for their closings

* Processing incoming and outgoing mail, faxes and overnight deliveries

* Greeting clients, verifying credential and logging in and out visitors to ensure office security

* Assisting with our New Construction Department with final and partial waivers Receptionist

Randstad Temp -

July 2001 to August 2003

SKILLS

60 wpm (10+ years), Excel (10+ years), Excellent written (10+ years), Filing (10+ years), Lotus Notes (5 years)

ADDITIONAL INFORMATION

SKILLS:

* MS Word, Outlook, Excel, Lotus Notes

* Multiple phone line systems

* Creating and maintaining filing systems

* Typing 60 wpm

* Excellent written and interpersonal communication skills

* Organizational skills

* Attention to detail

* Problem solving

* Time management

* Analytical skills

* Notary



Contact this candidate