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Document Imaging, Data Entry, Customer Service, Mortgage Lending

Bowie, Maryland, United States
December 07, 2018

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Lanham, MD


Expert knowledge of Microsoft Access, Word, Excel, and Outlook

Excellent proficiency in alphanumeric and 10-key typing

Understanding of general office skills, such as filing, records management, and accounting

Exceptional skills in data review for inaccuracies and inconsistencies

3 years of Title / Mortgage Banking experience (Processing, Pre / Post Close, Settlement, Loan Servicing, HELOC Underwriting)


Systems: Windows 7 Pro, Windows 8.1 Pro, LexisNexis, Thompson Reuters Clear, Salesforce, Paradatec

Applications: MS Office Suite (Office, Excel, Word, Power Point, Outlook), Adobe Suite

Internet browsers: Firefox, Chrome, Safari and Internet Explorer


The Oakleaf Group Bethesda, MD

Mortgage Re-Verification Specialists 06/2015 – 07/2018

Collect data, verify mortgage documents and ensure the completion of loan Applications.

Review borrower’s employment information, income and accurately input into Salesforce.

Reassess borrower’s credit report after obtaining legal authorization.

Indexed each document for final underwriting approval. I.e. Mortgage, Note, Disclosures.

900 pages per hour.

Treliant Risk Advisor Washington, DC

HMDA File Reviewer/AML Analyst 10/2014 – 2/2015

Perform compliance review of denied/withdrawn/closed loan files

And loan Applications.

Complete review of HMDA reportable loans/denied loan files.

Correct and track errors into Salesforce.

Enter data findings into Loan Origination systems.

Daily assessment of AML and SWIFT reports for potential suspicious activity.

Aerotek/Andrews Federal Credit Union

Loan Officer Assistant Suitland, MD

6/2014 – 8/2014

Update or correct data from new loan application that is required for Borrower approval through Loans PQ.

Prepare accurate cost estimates for borrowers (i.e. Initial Fee Sheet).

Track all outstanding items on all files and follow up with customers to ensure timely receipt of necessary documentation.

Participate in weekly file reviews with processor.

Sparks Personnel/Capital One Laurel, MD

Mortgage Assistant 6/2013- 5/2014

Accurately monitored changes to related documents for commercial and small business loans daily.

Review loan documents, loan system input, collateral monitoring, and preparation of lien releases.

Perform research on loans and collateral in loan and document imaging systems.

Scanning, copying, and filing of documents.

NAI Personnel / Freddie Mac McLean, VA

Loss Mitigation Specialist 11/2011 – 12/2012

Prepared and organized loan documents (Brokers Price Opinion) for scanning.

Entering loan information (i.e.: damages to the property) into an Excel spreadsheet.

Logged incoming projects into the WPII System.

Adhered to unitizing procedures based off of Freddie Mac Matrix (Fire Damage, Water Damage, and Dilapidated Properties).

NAI Personnel / Freddie Mac McLean, VA

Property Preservation / Loss Mitigation Specialist 1/2011 – 9/2011

Processed low market values (LMV) and low UPB charge offs.

Contacted Servicers to obtain missing documentation to process LMV / Low UPB charge offs.

Reviewed loan history to determine if the property is vacant, required securing and / or property preservation.

Processed HUD Overallowables (as applicable).

Aspire Title Lanham, MD

Loan Processor 2005 - 2010

Communicated closely with brokers in getting the lender sufficient and approved documentation in order for the closing documents to be prepared.

Received closing documents from the lender via internet and prepare final figures for signing based on loan amount and closing cost (settlement statement).

Ensured that the correct documents are signed, notarized, and returned to the lender in its original form in a timely matter for disbursement.

Interacted closely with the lender to be in receipt of the wire or certified check in order for the closed loan to fund on time.

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