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Customer Service Administrative Support

Location:
Show Low, AZ
Posted:
November 29, 2023

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Resume:

DALE M CASSELMAN

PROFILE

Accomplished professional with over twelve years’ experience in preparation of legal documents, case work, mortgage, financial analysis, administrative support, adept in customer relation with ability to assess complicated situations, offer solutions creatively, effectively, and complete projects in a timely manner. Organized and efficient with the ability to prioritize multiple tasks in a busy environment, while implementing and assisting in projects in the allotted time required to meet Federal and State Fiscal yearly deadlines. Team-oriented, independently, and self-motivated, thrives in fast paced environments. Record of dependability. Developing a strong working relationship with divers’ individuals while having a great desire to see other excel and succeed in all roles.

EXPERIENCE

CEO & FOUNDER, EZ ESCAPE PARADISE LLC., PHOENIX, AZ NOVEMBER 2021-PRESENT

Providing quality rentals for reasonable rates, Customer service, Setting and collecting rental rates, Maintaining properties, Setting budgets, Marketing Vacancies, Maintaining properties until rented, Handling Complaints, Coordinating rental turnover (check for damages, organize cleaning), Property Maintenance

CLOSER (REMOTE), USA MORTGAGE, SPRINGFIELD, MO JANUARY 2021- NOVEMBER 2021

Portraiture of documents: Funding, shipping & post-closing loans; FHA/VA/USDA/Conv insuring reports, customer service in states; Arizona, Missouri, Kansas, Tennessee, California, Colorado, New Mexico, Texas, Florida, Hawaii & Washington.

CLOSER, ARIZONA’S 1ST CHOICE; PHOENIX, AZ — MARCH 2018-JANUARY 2021

Reviewing credit reports, gathering of information, order appraisals, open escrow, and title, and take each file from pre-approval to closing. Input proper loan information into the system for processing. Knowledge of Point Calyx a plus. Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company policy. Preparing applications for submittal to the underwriting department for final review file documentation and to also make sure all items needed were requested. Order and coordinate loan documents. Meet crucial deadlines requested. Perform any additional duties/activities assigned by management.

DOC DRAWER/ CLOSING, PARAMOUNT MORTGAGE GROUP, INC PHOENIX, AZ OCTOBER 2015-MARCH 29, 2018

Portraiture of documents: FHA/VA/USDA/ Conventional States; Arizona, California, Colorado, New Mexico, Texas & Florida. Proofing & entering all pertinaint data accordingly. Identifying potential complications while communicating to but not limited to processors, brokers & title companies. Obtaining 3rd party doumentations: appraisals, IRS transcripts, escrow/ titles, HOA & employment verification. Maintaing time sensitive tasks while being in compliance with a high standard of service, quality & timleliness.

MORTGAGE PROCESSOR, COGNIZANT TECHNOLOGY SOLUTIONS, PHOENIX, AZ OCTOBER 2014- OCTOBER 2015

Processing 571 claims for Green Tree Mortgage. Processing forclosed properties including attorney fees, escrow fees & homeowner’s insurance fees. Expense reporting & processing to management. Processing FNMA claims. Managing $30,000- $50,000 in a day and $400,000+ in a month.

FUNDER/ CLOSER, FREEDOM MORTGAGE, PHOENIX, AZ AUGUST 2012- AUGUST 2014

Portraiture of documents: Funding, Sending out wire to Title, shipping & post-closing loans; FHA/VA/ convention insuring reports, customer service in states; Arizona, California, Colorado, New Mexico, Texas, Florida, Hawaii & Washington.

LOAN MODIFICATOR/ LOAN PROCESSOR, ARIZONA 1ST CHOICE, PHOENIX, AZ APRIL 2012-July 2012 Reviewing credit reports, gathering of information, order appraisals, open escrow, and title, and take each file from pre-approval to closing. Input proper loan information into the system for processing. Knowledge of Point Calyx a plus. Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company policy. Preparing applications for submittal to the underwriting department for final review file documentation and to also make sure all items needed were requested. Order and coordinate loan documents. Meet crucial deadlines requested. Perform any additional duties/activities assigned by management.

MAKING HOMES AFFORDABLE SPECIALIST, MONEY MANAGEMENT INTERNATIONAL, PHOENIX, AZ AUGUST 2010- APRIL 2012 Gather information and take each file from pre-approval to closing. Input proper loan data into the system for processing. Ensuring all loan documentation is complete accurate verified /complies with company policy. Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting. Order and coordinate loan documents meeting crucial deadlines requested. Mortgage loan application consists of various steps that also include mortgage loan processing. Review credit reports buyer, verifying borrower's credit history in terms of debts and payments. In case of bad credit history such as late payments, bankruptcy etc. a notification to the borrower requesting for a written application. Checking appraisals and property issues requiring further justifications.

MORTGAGE LOAN CONSULTANT/ LOAN MODIFICATION SPECIALIST, ARIZONA EASY & AFFORDABLE, PHOENIX, AZ FEBUARY 2008-AUGUST 2010

Maintaining a high volume of borrowers. Documentation review and financial data analyzing to stop foreclosures proceedings. All in according to investor guidelines and procedures that were implemented for qualification of guidelines. Reviewed and analyzed credit reports, calculated debts, mortgage payments and configuring the DTI ratio. Contacted borrowers to coordinate and give them updated information regarding their modification and completion of the process. Processed closing and compliance loan products. Interpreting policies while analyzing applicant, property, and documentation; ordering all required verifications and subsequent follow ups.

ONLINE RECORDS MANAGEMENT SUPERVISOR, ARIZONA STATE RETIERMENT SYSTEM, PHOENIX, AZ FEBUARY 1996-FEBUARY 2008

Maintaining high volume of incoming/ outgoing calls in a call center environment and assisting with difficult situations on management level. Exercise tact and diplomacy in dealing with sensitive, complex, and confidential personnel issues and employee situations. Plans and carries out recruitment/ selection procedures as directed; discusses recruitment plans with management staff, prepares recruitment and selection materials; screens applications for requirements, and arranges for interviews and the notification of candidates. Conducts studies, audits and prepare reports, recommendations, and specifications. Develops and provided employee orientation activities as needed or directed.

Maintains regular and confidential personnel files.

Education

Provident High School General Studies – 2014

Phoenix College Criminal Justice

SKILLS: ENCOMPASS, CITRIX, GSE, LPS KNIGHT, POINT CALYX,CMS, OUTLOOK, POWERPOINT,MICROSOFT EXCEL, MICROSOFT OFFICE WORD, MICROSOFT TEAMS, INTERNET EXPLORER (IE)



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