Jacqueline Welch

Tel#: 813-***-****

Email: ad25z4@r.postjobfree.com

Carelinx Burlingame, CA 09/2023 – Present

CareGiver

Serves as a companion to clients; transport clients to and from appointments, errands, and activities; prepared meals; performed light housekeeping duties (ex. keeps room clean, laundry, empty trash, load and unload dishwasher, vacuum); provided bathing and dressing assistance; communicates with families, and supervisor regarding care; assists with transfer and mobility; and maintains a safe and comfortable home environment.

Pionear Staffing - Bank of America Dallas, TX 04/2023 – 09/2023

Lockbox Specialist (Contractor)

Procesed/opened mail and organized it into the correct places. Prepared checks/invoices to be sent out. Researched and cleared suspense items; researching and processing adjustments to accounts on various systems. Calculated or balanced routine accounting entries. Sorted, matched, ordered, and/or reconciled items. Mail sorting, identifying PO boxes (both hands sorting and using a sorting machine). Scanning/data entry of checks/invoices into the system.

Randstad – Citigroup Irving, TX 08/2022 – 04/2023

Lockbox Specialist (Contractor)

Performed clerical duties to record and maintain customer accounts. Responsibilities includes encoding items and balancing deposit tickets to items and envelopes; performing quality checks to ensure all items are endorsed and encoded properly; processing and preparing items for distribution to Image Item Processing or Transit Department; and maintaining records or documents processed and compiling reports according to standard operating procedures. Ensured deadlines are met by having all correspondence mail and work to the receipt area and log for pickup.

Home Instead Coppell, TX 06/2022 – 08/2022

CareGiver Pro

Served as a companion to clients; transported clients to and from appointments, errands, and activities; managed medication; prepared meals; performed light housekeeping duties (ex. keeping room clean, laundry, empty trash, load and unload dishwasher, vacuum); provided bathing and dressing assistance; communicated with families, co-workers and supervisor regarding care; assisted with transfer and mobility; and maintained a safe and comfortable home environment.

Envoy Mortgage Houston, TX 09/2021 – 03/2022

Compliance Disclosure Specialist (Remote)

Worked remote from a pipeline for the Compliance Department preparing initial disclosures, disclosing, COC and clearing loans. Reviewed daily reporting to identify and redisclose loan pursuant to TRID guideline policy. Verified loan fees for accuracy to ensure compliance with TRID, RESPA, and ECOA. Pipeline contains FHA, VA, IRRRL, USDA, and Conventional PMI loans that requires appropriate calculations and data discrepancies. Ensured loans requiring mortgage insurance are appropriate disclosed; and the file (program, lock confirmation, application, loan fees, loan cost, pricing), to ensure all fees are accurate and allowable; reviewed the lock confirmation and ensure that are no costs that must be disclosed or addressed. Pulled Smartfees, ran Mavent reports, and corrected fails or warnings. Also, assisted Closing with sending CDs to borrowers when needed.

Homespire Mortgage Gaithersburg, MD 08/2020 – 09/2021

Compliance Disclosure Analyst (Remote)

Worked remote from a pipeline for the Compliance Department preparing initial disclosures, disclosing, COC and clearing loans. Reviewed daily reporting to identify and redisclose loan pursuant to TRID guideline policy. Verified loan fees for accuracy to ensure compliance with TRID, RESPA, and ECOA. Pipeline contains FHA, VA, IRRRL, USDA, Homestyle, Renovation, and Conventional PMI loans that requires appropriate calculations and data discrepancies. Ensure loans requiring mortgage insurance are appropriate disclosed; and the file (program, lock confirmation, application, loan fees, loan cost), to ensure all fees are accurate and allowable; review the lock confirmation and ensure that are no costs that must be disclosed or addressed. Pulled Smartfees, ran Mavent reports, and corrected fails or warnings.

Southwest Business Corp San Antonio, TX 05/2017 – 07/2020

Compliance Disclosure Specialist

Worked from a pipeline daily preparing initial disclosures within required regulatory timeline. Verify loan fees for accuracy to ensure compliance with TRID, RESPA and ECOA. Validates the change in circumstance and proper documentation to ensure compliance with TRID, RESPA and ECOA. Responsible for understanding and utilizing matrixes based on state and county to ensure accurate fee disclosure per geographic location. Reviewed general information on the loan to determine loan product and fee validation. Pipeline with FHA, VA, IRRRL, USDA, HUD 184 and Conventional PMI loans that requires appropriate calculations and data discrepancies. Ensure loans requiring mortgage insurance are appropriate disclosed; and the file (program, lock confirmation, application, loan fees, loan cost), to ensure all fees are accurate and allowable; review the lock confirmation and ensure that are no costs that must be disclosed or addressed. Pulled Smartfees, ran Mavent reports, and corrected failures or warnings.

USAA Bank San Antonio, TX 08/2016 – 05/2017

Mortgage Processor Assistant (Contractor)

Worked from a pipeline daily to prepare and assemble required documents for VA, FHA, Conventional, and Refinance loans approval process. Assisted loan processors to gather information to clear underwriting conditions, and to help resolve investor stipulations. Contacted title companies, attorneys, titles reviewers, financial institutions, and insurance companies to obtain all required documents for loan approval. Ordered titles, payoffs, appraisals, hazard and/or flood insurance. Respond to inquiries and follow with key individuals promptly to resolve problems.

Wells Fargo Bank San Antonio, TX 12/2014 – 08/2016

Loan Servicing Specialist 3

Read, interpret, and understanding legal documents. Processed Modification and Recast letters, and mail bi-weekly. Analyzed loans for terms and criteria to ensure compliance; and identified and corrected discrepancies. Ensured quality control by reviewing and/or approving loan documentation as assigned. Assisted in training new-hires, temporary staff on our process, and procedures.

Wells Fargo Bank Roanoke, VA 04/2010 – 12/2014

Loan Servicing Specialist 3

Processed numerous Foreclosure Notice accounts within a deadline; examines various legal documents; and respond to written and phone inquiries from mortgage companies, attorneys, and internal personnel regarding loans. Functions also included: answering questions pertaining to all areas of loan servicing, researched, analyzed problems, and recommended solutions; conducted periodic audits of files; and lien priority. Retrieved Bkrptcy, Capital Mkts, and FNMA reports daily.

Education: University of Maryland, BS Psychology/Business 2007

Skills: Type 60+wpm, Customer Service, Payroll, Time-Management, Data Entry, MS Word, Excel, PowerPoint, Access, Desktop Publishing, Outlook, Peachtree & QuickBooks Accounting Systems, Encompass, SAP, AS400, RealEC Exchange, VA Info Portal, PeopleSoft, Emerald, HOGAN, MaVent, Apex, IBMC, Smartfees, PhaseWare; LetterMaker, PRISM Time-Force, ImageWorks, Web Query, Internet, Printer, Scanner, Fax, Copier, Calculator, and Notary Public (TX).

Volunteer:

Antioch Christian Church. Irving, TX 06/2022 - Present

Media Audio/Visual Ministry

Mix sound inputs; maintains inventory of equipment, operates auto recording equipment; test and resolve equipment issues; edit audio or video recordings; notify others of equipment problems; and maintain logs pf production activities.

Family Life Church Roanoke, VA 07/2008 - 12/2014

Ushers/Greeters - Team Leader

Welcoming, seating, helping to make people with special needs comfortable, and offering any assistance needed by parishioners. Distributed the bulletins and greeted worshippers making every attempt to help them feel welcome and at ease. Be available to answer questions of anyone needing assistance.

From the Heart Church Ft. Washington, MD 10/1992 - 11/2007

Office Support Ministry - Team Leader

Responsible for clerical support of a general nature; provides independent office support assistance with emphasis on the full range of clerical duties including typing, data entry, filing, phone and front desk reception, bookkeeping, processing forms and maintaining supplies.

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