Customer Service Administrative Assistant
Resume:
Kay Lee
Charlotte, NC *****
*********@*****.***
A versatile Operations Professional with over ten years of experience in the financial services, commercial real estate and
manufacturing industries; a consistent history of advancement and increasing responsibility based upon performance.
PROFESSIONAL EXPERIENCE
Goodmortgage.com (Charlotte, NC) 10/2009 – 8/2013
Processing Assistant
Ordered verbal and written VOE on borrowers
Ordered verification of Deposit and Mortgage
Ordered flood certification, hazard insurance and payoffs
Assisted the processor with documentation to complete a file
Followed up on documentation needed to complete a file
Post Closer
Reviewed and prepared closed packages for purchase per investor guidelines
Prepared and shipped all case binders to HUD Homeownership Center (HOC) and paid VA and FHA Premiums
Reviewed and prepared collateral packages for warehouse banks
Tracked all final documents (Final Title Policies and Recorded Mortgages)
Maintained expected level of production and cleared all deficiencies within the investor lock period
Tracked all Mortgage Insurance Certificates (MIC) and Notice of Returns (NOR)
Reconciled warehouse bank reports and investor exception reports daily
Techead Agency (Bank of America) (Charlotte, NC) 05/2009 – 7/2009
Loan Closer (Contractor)
Scheduled loan closing, compiled and prepared closing documents, reconciled and approved HUD-1
Reviewed mortgage loans to determine conditions that must be met prior to closing
Verified accuracy and consistency of specifications on documents, such as title abstract and insurance
Entered and calculated loan interest, principal payment, and closing costs; and input wires
Liaison between lenders, investors and title companies
Equifirst Corporation (Charlotte, NC) 10/2003 - 1/2008
Post Closer
Audited post closing files for completeness and correctness
Created and sent out closing documents to closing agents
Approved HUD for disbursement of funds and clearing stipulations and conditions
Ensured that rates, closing dates, and legal documents were correct on the closing documents
BB&T (Charlotte, NC) 12/2002 - 9/2003
Lockbox Clerk
Verified all negotiable instruments for accuracy of amounts, dates, payee, signatures and other required information
Ensured end of day balancing reports balanced to all deposits processed and forwarded to Proof and Encoding
Entered deposits into the lockbox processing system
Monitored workflow and quality, ensured procedures were followed, and deadlines were met
First Union Security (Charlotte, NC) 3/2000 – 11/2002
Administrative Analyst
Responsible for Loan Officer’s registration online
Scheduled classes for Loan Officers based on their requirements
Assisted in Administration duties to the Manager
Coordinated appropriate data reporting and monitored expected outcomes and timelines
Exhibited a positive, team-oriented approach to achieve excellent customer service
Effectively communicated project status across the organization
Linwood Gardens Convalescent Hospital (Visalia, CA) 2/1998 – 2/1999
Administrative Assistant/HR Assistant
Assisted in payroll processing
Assisted in daily administrative work
Assisted the Administrator on his/her duties
Assisted with all aspects of administrative management duties
Scheduled and coordinated meetings, interviews, events, and other similar activities
Prepared new hire packages, coordinated new hire orientation, and made sure employees were in compliance with
regulations
EDUCATION
Bachelor of Science: Criminal Justice Graduated: 2013
Strayer University Charlotte, NC
Associates of Science: Business Administration Graduated: 1997
San Joaquin Valley College Visalia, CA
PROFESSIONAL/SOFTWARE CERTIFICATIONS & COMPUTER SKILLS
Loan Origination Certificate Course HUD Disbursement FHA/VA/Conventional Loans
Loan Processor Certificate Course Loan Auditing Microsoft Word
10 Key by Touch (10000kph ) Encompass 360 Microsoft Excel
PERSONAL STRENGTHS
Self-motivated Committed Team Player
Punctual Organized Honest
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