mortgage specialist
Resume:
CONNIE "BETH" WHITAKER
Saginaw, TX, 76179, United States
**************@*****.***
PROFESSIONAL EXPERIENCE
JP MORGAN CHASEFORT WORTHTXUNITED STATES
Sr Loss Analyst December 2010 - Present
• Reconcile mortgage accounts that have gone through any default action, this is done by making sure we have stayed in compliance with all state and federal laws, investor guidelines i.e. Fannie Mae, Freddie Mac and VA. Also making sure we are in compliance with the OCC.
• Oversee up to 25 members on my team. Assist with not only loan questions but as a job coach and making sure they are up to date with all compliance required to fulfill job.
• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
• Comply with federal, state, and company policies, procedures, and regulations.
• Reconcile or note and report discrepancies found in records.
• Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
• Reconcile records of bank transactions.
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal. GLAMOURS INK FORT WORTH TX
Office manager February 2010 - Present
• Set goals and deadlines for the department.
• Acquire, distribute and store supplies.
• Plan, administer and control budgets for contracts, equipment and supplies.
• Hire and terminate clerical and administrative personnel.
• Operate computers programmed with accounting software to record, store, and analyze information.
• Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
• Receive, record, and bank cash, checks, and vouchers.
• Comply with federal, state, and company policies, procedures, and regulations.
• Code documents according to company procedures.
• Reconcile or note and report discrepancies found in records.
• Match order forms with invoices, and record the necessary information.
• Perform general office duties such as filing, answering telephones, and handling routine correspondence.
• Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
• Prepare and process payroll information.
• Reconcile records of bank transactions.
MONEY MANAGMENT INTERNATIONALFORT WORTHTXUNITED STATES
Quality Assurance/Attorney Liaison November 2007 - February 2010
• Responsible for making sure all bankruptcy counselors were up to date with current federal bankruptcy counseling jobs. In addition had to maintain phone coverage and schedules. As an attorney liaison I provided all documentations that attorney’s needing in a timely manner. Implementing multiple projects to increase productivity and accuracy company wide.
• Identify quality problems and recommend solutions.
MONEY MANGEMENT INTERNATIONALFORT WORTHTXUNITED STATES
Certified Credit Counselor September 2006 - November 2006
• Responsible for assessing a client’s financial situation through inbound telephone calls and/or web chat counseling. Prepared plans of action for our clients to maintain stable financial future without occurring any unneeded debt.
WELLS FARGOHALTOM CITYTXUNITED STATES
Teller March 2005 - May 2006
• Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
• Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
• Met sales goals every month I worked.
COUNTRY WIDEFORT WORTHTX
Loan Officer August 2004 - February 2005
• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
• Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
• Review loan agreements to ensure that they are complete and accurate according to policy.
• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
• Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
• Review and update credit and loan files.
• Confer with underwriters to aid in resolving mortgage application problems.
BANK ONEFORT WORTHTX
Research Specialist June 2002 - December 2004
• Researched loan documents and payments. Worked on multiple special projects to speed up research process. Worked under fast paced timelines and required detailed and accurate input
WELLS FARGO PHONE BANKWESTLAKETXUNITED STATES
Telephone banker August 1999 - June 2002
• Determine customers' financial services needs and prepare proposals to sell services that address these needs.
• Prepare forms or agreements to complete sales.
• Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
• Check to ensure that appropriate changes were made to resolve customers' problems.
• Responsible for responding to routine inquiries and complaints from customers regarding mortgage products and services. Duties include: processing routine to complex transactions on-line; resolving routine to moderately complex problems and inquires and referring difficult problems to specialists.
GLAMOURS INK FORT WORTH TX
Office manager February 2010 - Present
• Set goals and deadlines for the department.
• Acquire, distribute and store supplies.
• Plan, administer and control budgets for contracts, equipment and supplies.
• Hire and terminate clerical and administrative personnel.
• Operate computers programmed with accounting software to record, store, and analyze information.
• Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
• Receive, record, and bank cash, checks, and vouchers.
• Comply with federal, state, and company policies, procedures, and regulations.
• Code documents according to company procedures.
• Reconcile or note and report discrepancies found in records.
• Match order forms with invoices, and record the necessary information.
• Perform general office duties such as filing, answering telephones, and handling routine correspondence.
• Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
• Prepare and process payroll information.
• Reconcile records of bank transactions.
EDUCATION
KELLER HIGH SCHOOLKELLERTXUNITED STATES
High School Diploma
• GED
Additional Skills
• Assertive, self-motivated, goal-oriented, organized and efficient A Flexible, Cooperative, hard worker, team player and reliable. A good morale builder.
• Excel, Windows, Power Point, AS400, MSP, VLS, Hogan
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