DANIEL A. YOGMAN

Pittsburgh, PA ***** / ad28iu@r.postjobfree.com / 412-***-**** / Daniel Yogman LinkedIn

MORTGAGE & TAX DOCUMENTATION SPECIALIST

Experienced documentation specialist with consumer loan and tax industry experience. Skilled in document processing, compliance management, and collaborative problem-solving. Ensures compliance with state and corporate requirements for mortgage loan documents and efficiently handles disputes between lenders and borrowers. Eight years of experience in a document custody department, one year of experience in titles and escrow. Exceptional accuracy and attention to detail.

SKILL PROFILE

Quality Control Processes

Compliance Standards

Consumer Loan Products

Settlement Preparation

Document Retrieval & Storage

Attention To Detail

Customer Service

MS Office Applications

WORK EXPERIENCE

GENESIS 10 Pittsburgh, PA

TAX SPECIALIST 2022 – 2023

Processing tax records in DOORS system

Filing and pulling tax related documentation

Separating tax documentation according to country

Finding and coding tax documentation into MELEDMS system

TIMIOS Pittsburgh, PA

PROCESSING SPECIALIST 2020 – 2022

Processed loan documents including DOTs, CDs, CPLs, title commitments and tax certifications

Ensured compliance with state and corporate requirements for loan documents

Created up to 20 title packages per day

Supported dispute resolution between lenders and borrowers

Answered incoming calls from lenders and borrowers

IRON MOUNTAIN Pittsburgh, PA

IMAGING PRODUCTION SPECIALIST 2020 – 2020

Reviewed and certified physical loans in the early stages of the approval process

Filed and scanned loans into designated boxes; Ensured that documents were properly separated

Reviewed and certified images of loan documents

BANK OF NEW YORK MELLON Pittsburgh, PA

OPERATIONS TECHNICIAN 2012 – 2020

Reviewed and certified loans, sometimes at a rate exceeding 150 per day

Ensured that loans met Fannie Mae standards

Reviewed monthly statistics with Document Custody department

Maintained records of metrics for assembled bundles in the department

Worked with quality control of other associates' coding of loans

Instructed coworkers on how to process co-op loans

STAFFMARK AT THE BANK OF NEW YORK MELLON Pittsburgh, PA

COLLATERAL REVIEWER 2011 - 2012

Reviewed loans in various stages of the approval process

Assembled loan documents from mail packages

Filed loan documents in the vault at Bank of New York Mellon

EDUCATION

Bachelor of Science, Business Logistics, Penn State University, University Park

Certificate, Computerized Accounting, Pittsburgh Technical College