Customer Service Microsoft Office

Leah N. Watts

**** ******* *** *******, ** ***** 510-***-**** H 510-***-**** M *****.****@*****.***

OBJECTIVE

To obtain a position that allows me to utilize my various skills and experience, while continuing to expand my current knowledge and provide my employer with superior performance.

PROFESSIONAL SKILLS

Data Entry: 40 WPM -Administrative/Clerical/Operations -Consumer Banking

-Microsoft Office 2007 -Mortgage Lending/Funding -Outlook

-Fedline Advantage -Swift -Alliance

-Bank of America Merrill Lynch -CashPro - Deutsche Bank AutoBahn

Global Foreign Currency -Bloomberg

EDUCATION

Skyline High School San Francisco State College General Studies Health Science

Notary Republic Since 2012

RELEVANT EXPERIENCE

Pacific Coast Bankers’ Bank San Francisco, CA

International Operations Specialist 2007 – Present

Current Core Responsibilities:

• Assist Community Banks process and manage existing foreign currency orders and shipments

• Preparing internal approval documents such as Prepare foreign drafts including check details and swift advise.

• Help with industry and analysis (review financial statements listen to and summarize presentations, and providing support and customer guidance on International solutions documentation process).

• Problem solving skills that contribute to seamless banking operations

• Maintain internal reports including wire tracking, transactions at end of day, and balance sheet memos.

• Assist in the preparation of Process settlement entries to GL and settlement accounts.

• Process incoming and outgoing International and Domestic Wires

Responsible for receiving, sending and processing wire transfers accurately and within specified time constraints. Monitor the FedLine, and all FedLine related functions and data input. Process International wires verifying the dollars amount, OFAC information and Beneficiary Bank. Place foreign currency orders and shipments. Played an instrumental role in helping Chief Financial Officers and other Senior Staff at Organizations raise Capital. Effectively handled multiple Impound Accounts and keep accurate record keeping. Thrived in high pressure environments. Assist with settlement entries to GL and settlement accounts, and resolve any discrepancies for USD and foreign Nostro accounts. Reviewing transactions at end of day to insure all entries are correct and have been completed. Providing customer guidance on International solutions and other customer service related questions. Prepare foreign drafts including check details and swift advise. Backup domestic wires, and reconcile NOSTRO accounts. Ensure compliance with regulatory guidelines related to Bank Secrecy, U.S.A. PATRIOT Act, and OFAC and other regulatory laws and guidance as needed. Process entries for all International products-wires; check processing, foreign cash shipment and ordering. Process wire transfer details via Fed wire, Correspondent or Swift. Process settlement entries to GL and settlement accounts. Reconciles NOSTRO and FX accounts discrepancies related to foreign wires and outstanding GL issues. Complies with PCBB’s Bank Secrecy Act/Anti-Money Laundering Compliance Program. Research and process all Unable to Apply (UTAF) incoming wire transfers. Set up CD’s and purchase T-Bills for capital raised. Assist with verifying swap agreements, and process payments.

Long Beach Mortgage (a division of Washington Mutual) Dublin, CA

Doc Drawer/Loan Funder 2005 - 2007

When I began with the company, my duties included reviewing loan documents for compliance and accuracy, and providing clerical support to Account Executives. As I progressed in knowledge of a doc drawer I was promoted to a funder. I became responsible for verification of and/or modification to customer information, as well as creation of closing documents. I provided all needed documentation to the closing agents, and ensured loan documents are in compliance with local laws. Once verified, I signed off on loan conditions, and communicated with a variety of closing agents prior to funding. In addition, I maintained a permanent record of all daily transactions using Excel spreadsheets and various other tracking tools, while making sure to file copies of all documents and forms used in processing the loans. Manage my workflow in order to meet daily deadlines. Responsible for providing support for two account executives which included reviewing their pipelines daily, verify information, and process incoming conditions.

E-LOAN, Escrow Closing Services, Inc. Pleasanton, CA

Doc Prep Specialist 2004 – 2005

Initially I was responsible for receiving/preparing all loan closing documents from the vendors, auditing loan documents for compliance, preparing final HUD calculations for closing, and data entry into loan tracking systems, while assisting Loan Consultants with administrative duties. In time, I was trained to coordinate delivery of loan documents, monitor loan status, and ensure receipt of closed mortgage loans from attorneys, closing agents, title companies, and origination areas. I became familiar with the policies and procedures involved with impounding, as well as the particulars of escrow services. I was also often required to compose letters and memos to communicate with customers, vendors, and fellow employees regarding status changes/updates and to request or provide relevant information.

HSBC Mortgage Corporation (USA) Depew, NY

Customer Service Rep/Mortgage Researcher/Escrow Analyst 2003 – 2004

At the outset, my duties involved answering customer inquiries and providing account information. I then transitioned to ensuring accuracy and integrity of all loan origination system data, determining loan salability, and ensuring required government compliance, including proper lien position to prevent potential losses. Eventually, I was promoted to analyzing escrow accounts, which involved researching mortgage accounts, loan discharging, and executing escrow documents. Set up face to face meets with the customer to discuss their tax and billing related question. I Provided support to related departments, and to assisted senior management with reports, research, and activity tracking.

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