Financial Services
Resume:
CAMILLE D. RICHARDSON
Bedford, TX *****
*******.************@*****.***
FINANCIAL SERVICES PROFESSIONAL
Experienced professional with proven background in Financial Services. Expertise includes compiling and managing
extensive documents for review, reports and filings to meet project goals and timelines. Independent,
dedicated and focused professional with excellent communication skills. Detailed oriented with a proven
ability to manage multiple tasks in a fast paced, deadline driven environment. Able to effectively build and
maintain positive relationships with clients and executives at all organizational levels.
MS Word Access
• •
Excel Outlook
• •
Power Point Tax Audit Preparation
• •
PROFESSIONAL EXPERIENCE
Cornerstone Staffing
2012 2013
CORELOGIC, Southlake, TX, Mercedes Benz Financial, Keller, TX
Financial Services/Escrow Specialist
• Identified client needs to troubleshoot and resolve mortgage tax and escrow issues.
• Assisted in administration of escrow accounts for mortgage tax.
• Coordinated transactions and requests documentation for adherence to regulatory requirements.
• Conducted real estate analysis to review property increases and decreases.
• Verified data, completed forms, made tax and fee disbursements for submission to state.
• Loan processing
EVENTS BY CAMILLE, Bedford TX 2010 2012
Event Planner
Provided event planning services for individuals and organizations on a pro bono basis.
•
Established and negotiated contracts with vendors, venues, performers or speakers.
•
Worked with clients to create a realistic event budget.
•
Recruited and secured volunteer staff for events.
•
Organized, coordinated, and trained volunteers.
•
Planned and implemented external meetings as well as maintained event calendars.
•
Created materials like pamphlets and brochures.
•
Provided oversight and valuable input to clients on different aspects of the event.
•
CAMILLE D. RICHARDSON
Page 2
RYAN, INC., Dallas, TX 1999 2010
Tax Specialist
Verified and examined scheduled information and accuracy.
•
Recorded and obtained detailed documents reviewed by top executives.
•
Prepared legal and government documents for closing deadlines to be sent to the state.
•
Produced monthly project status reports using software spreadsheet database.
•
Proofed and edited documents to ensure accuracy and consistency.
•
Booked travel arrangements for executives and staff
•
Liaison to team of 12 professionals with tax related issues.
•
Prepared and packaged documentation for new hires.
•
Organized, sorted, and bound client documentation.
•
Prepared and edited staff reports for several fortune 500 companies.
•
RESOURCE ONE FEDERAL CREDIT UNION, Dallas, TX 1992 1998
Loan Processor / Title Specialist
Met with applicants to obtain information for loan applications and to answer questions about the loan process.
•
Analyzed applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
•
Explained to customers the different types of loans and credit options that are available and the terms of the
•
services.
Obtained and compiled copies of loan applicants’ credit histories, and other financial information.
•
Reviewed and updated credit loan files.
•
Reviewed loan agreements to ensure that they are complete and accurate according to policy.
•
Analyzed, completed and submitted loan applications to credit loan officers for verification and
•
recommendation.
Contacted customers by mail, telephone, or in person concerning acceptance or rejection of applications.
•
Prepared loan packets with closing documents, legal documents, and forms.
•
Calculated and reviewed loan packets for scheduled payments.
•
Recorded information from credit bureaus for collateral and loan security.
•
Recommended information for resolving disputes reported to the credit bureau.
•
Processed and provided all documents for obtaining a Title from the DMV.
•
Opened new accounts by gathering all legal information required by state regulations.
•
EDUCATION
1985 1990 Louisiana Tech University, Ruston LA
Major: Business Management, Minor: Marketing
22 Hours of Accounting
Contact this candidate