Software Maintenance

BRIAN K. LEWIS

***** *** **** **** ****: 619-***-****

San Diego, CA 92128 Home: 858-***-****

************@*****.***

TRANSFERRABLE SKILLS

Proficient in Word, Works, Outlook, Power Point, Excel, Access, SAS/SQL, DOS, Windows, Netscape, Internet Explorer, Fire Fox, HTML, Austin Logistics CallTech 3.2, OnQ 2.0

PROFESSIONAL EXPERIENCE

ClosingCorp

La Jolla, CA 2015 – Present

- Senior Client Support Specialist

Responsible for contacting various providers including but not limited to title & settlement as well as appraisal companies in order to verify rates as well as availability

Review loan submissions to verify accuracy of information as it relates to transfer taxes and recording fees

Provided assistance and technical support to loan officers using the closing cost quoting software

Coordinates and conducts user training, specific to the lender’s Loan Origination Software, via webinar for closing cost quoting software

B of I Federal Bank

La Jolla, CA 2014 – 2015

- Centralized Intake Processor

Responsible for performing a variety of loan documentation duties on moderate to complex loans, using up-to-date comprehensive knowledge and experience.

Review loan applications for completeness and accuracy

Review initial disclosures to ensure compliance guidelines are met and fees are accurate

Review initial checklist with understanding of current investor guidelines and government regulations

Ensures reports are accurate and generated within the necessary timeframes

Chase Home Lending

San Diego, CA 2011 - 2014

- Bankruptcy Loss Mitigation Retention Negotiator

Review and analyze borrower documentation to determine income and repayment ability, assess borrower hardship, analyze housing expenses, and determine proper loan resolution

Review the recommended foreclosure prevention alternative offered to the homeowner to ensure all investor/insurer guidelines were followed

Analyze delinquency, perform escrow analysis, analyze modification scenarios and proposals and recommend appropriate loan workout

Maintain responsibility for timely and accurate database maintenance as well as updates and corrections in all related systems

Obtain all third party approvals including investor and mortgage insurance company approvals

HSBC AUTO FINANCE

San Diego, CA

2007 - 2010

- Operations Business Information Analyst / Dialer Administrator

Compiles and verifies information related to the activities of the assigned business unit or department

Generates routine and ad hoc reports on the activities of the assigned business unit or department

Sets up, monitors, and maintains personal computers and associated software packages and operating systems as required by the business unit or department

Develops additional reports using general software application packages such as Word, Excel, SAS Enterprise Miner, and Access as needed by the business unit or department

Ensures reports are accurate and generated within the needed timeframes

Identifies and resolves problems when recording, developing, and or generating data and reports

Provide support of research projects including project design, data collection, data mining, database design, credit risk analysis and presentation of results

Sets up and monitors collections strategy with use of predictive dialer software including Austin Logistics CallTech 3.2, CTI and OnQ 2.0

Leads the training process of associates that are new to the position

Accountable for call routing operations including dialer configurations, ACD level call flow infrastructure design & maintenance, agent level configurations, and screen pop/soft phone tools

Responsible for creation of all collections user accounts, phone logins, physical stations, and VDN extensions

Required to track system issues / defects and agent down time, including escalation of items as appropriate with senior management

- Sales / Customer Care / Collections

Required to generate new business from non-customers

Expected to encourage continued business from current customers

Required to take or schedule payments from delinquent customers

Expected to take customer complaints and produce a resolution

Required high typing speeds and extensive knowledge of Microsoft Word and Microsoft Excel

EDUCATION

SAN DIEGO STATE UNIVERSITY San Diego, CA

Bachelor of Arts in Economics

May 2007

ACTIVITIES

Vice President - Phi Beta Sigma Fraternity, Inc. San Diego State Chapter

Secretary - Phi Beta Sigma Fraternity, Inc. San Diego State Chapter

Secretary – National Pan-Hellenic Council, Inc. San Diego State Chapter

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