Highly-motivated employee with
desire to take on new challenges.
Strong worth ethic, adaptability
and exceptional interpersonal
skills. Adept at working
effectively unsupervised and
quickly mastering new skills.
Hardworking and reliable
employee with customer service,
multitasking and time
management abilities. Devoted to
giving every customer a positive
and memorable experience.
Loan Processing Coordination
Financial History Analysis
Loan File Review
Creditworthiness Review and
Determination
Problem-Solving
Verbal and Written
Communication
Documentation and
Recordkeeping
10-Key Typing
Decision Making
Microsoft Excel
Financial Accounting
Longbridge Financial
Reverse Mortgage Loan Processor Mahwah, NJ
04/2021 to 03/2023
Submitted detailed loan packages to underwriting
department to facilitate approval or denial
processes.
Determined loan eligibility by conducting income
analysis, credit checks and repayment ability
reviews.
Gathered property appraisals, surveys and tax
records to update mortgage loan files.
Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
Managed loan application pipeline by completing
and submitting reports within allotted turn-around times.
Obtained and verified clearance of underwriting
conditions to prepare loan file for submission and approval.
Communicated with customers in person and via
telephone to answer questions, process transactions and resolve issues.
American Advisors Group
Reverse Mortgage Loan Processor Irvine, CA
02/2020 to 04/2021
Checked approvals against established bank and
government lending standards.
Communicated with customers via telephone and
email to answer questions, process transactions and Tonnetta
Lee
ad178g@r.postjobfree.com
Katy, TX 77449
WWW: Bold Profile
Summary
Skills
Experience
TL
Claims Adjuster License
Adjuster Academy of Texas
Katy, TX
All Lines Claims Adjuster,
06/2023
Certification
North Florida Institute
Orange Park
Medical Billing And Coding,
10/2003
High School Diploma
William M. Raines High School
Jacksonville, FL,
07/2001
resolve issues.
Discussed loan needs and financial histories with
clients and conveyed information regarding
application processes.
Filed completed packages quickly and efficiently.
Educated customers regarding guidelines and
adjustments of loan contracts and packages.
Completed closing process by collaborating with
attorneys, title companies and government clerks.
Managed conditions sent from underwriting
departments.
Submitted detailed loan packages to underwriting
department to facilitate approval or denial
processes.
Ditech Financial
Mortgage Insurance Claims Jacksonville,
Florida 06/2011 to 01/2020
Processed claims according to established quality
and production standards and made corrections and
adjustments to solve problems.
Handled modification and updating of policies, and followed up on open, denied or suspended claims to complete required line items.
Processed claims for payment or forwarded to
appropriate personnel for further investigation.
Review, monitor and follow up on all outstanding
conveyance and claim proceeds, claim due dates and other claim related deliverables.
Prepares and files supplemental claims and works
with other departments related to vendor bill backs as needed.
Provides posting instructions for all claim proceeds within 24 hours of the receipt of the claim proceeds. Inform management of all trends and problems
including, but not limited to, claim
denials/curtailments, FHA reconveyance, FHA
offsets, delays in getting properties in conveyance condition, and title problems resulting in title
denial.
Research and resolve issues that arise as a part of Education and Training
the post-sale and claim timelines.
Reconcile claims, proceed and file supplemental
claims as needed, and track deferments.
Ditech Financial
Loss Mitigation Specialist Jacksonville, FL
06/2011 to 01/2020
Contacted borrowers to assess reasons for default, individual intents and options for resolving issues. Worked with customers to put together plans
focused on retaining property ownership.
Provided information about different property
liquidation options.
Verified income of borrower and gathered credit
information.
Put together and sent out reinstatement and payoff quotes.
Helped clients and attorneys complete short sales. Set up debt payment plans based on client credit,
income and assets.
Informed customers of loan application
requirements and deadlines.
Approved or denied loan applications and explained reasoning behind decisions.
Reviewed credit histories from applicants and
determined feasibility of granting requested loans.