Johanna Mack
Dallas, TX
ad2r86@r.postjobfree.com
To utilize my experience and extensive knowledge and obtain a position within a reputable firm that offer opportunities for advancement.
Work Experience
New Patient Intake Rep
CCS Medical-Dallas TX
June 2023-Present
Remote Position
Obtains and process authorizations for reorders.
Resolve patient issues and ensures accurate reorder processing via phone, document processing and medical record validation.
Ensures patients have all required medical documentation to permit billing of services as assigned.
Maximizes patient base through retention efforts and cross-selling via phone.
Audits configuration of supplies based on supporting documentation, formulary requirements and manufacturer capabilities.
Maintains a strong understanding of medical documentation, Insurance requirements and company procedures.
Maintains a high degree of confidentiality always due to access to sensitive information.
Maintains regular, predictable, consistent attendance and is flexible to meet the needs of the department.
Closer/Funder
Reverse Mortgage Funding LLC-Melville, New York
August 2021-November 2022
Remote Position
Track loans clear to close
Generate closing documents for FHA HECM loans
Inbound and outbound calls to third part clients regarding customers accounts
Review HUD and escrow instructions ensuring complete compliance and closing conditions
Review all loan documents for compliance, accuracy, completeness, and conformity to established procedures and policies
Coordinate with Loan Processor and Closing Agent to schedule signings
Timely deliver closing packages to the Partner and Settlement Agent
Submitting funding requests to Treasury group for loans cleared to purchase
Validate final documents are complete and accurately executed by title
Communicate with third-party originators, settlement agents and all levels of internal staff regarding the funding Retail
and TPO loans
Complete funding checklist to ensure final signed documents are completed and executed before issuing wire funding
Information to the partner and settlement agent with the wire breakdown (explaining the funds disbursements)
Train new hires the closing process
Closer (Assistant Team Lead)
Sandler Law Group formerly MSYA & Associates, PLLC - Dallas, TX
September 2015 to May 2021
Remote Position
Vendor for Bank of America
Pull pertinent documentation from lender file
Complete data input into lender software
Interface loan to doc prep software and complete data input
Verify lender fees and figures assuring compliance lender, state, and federal guidelines Review the entire loan file through verification processes, while including comprehensive adherence to program guidelines and procedures.
Maintain regulatory and compliance requirements while limiting risk within the company and our investors.
Income/asset/credit analysis and documentation review
Provided great attention to detail while analyzing the financial strength and credit worthiness of my applicants
Analyze and approve collateral documents to meet FHA/HUD Guidelines Maintain company production standards and the ability to meet goal.
Review title, appraisal, property zip code verifies and survey, if applicable, assuring that documents match and that information is correct in the system
Audit file against system; resolve any discrepancies by contacting broker, title/escrow, client sales or appraiser as applicable
Complete input into lenders software system, inserting tax certification figures and hazard policy information when applicable
Produce final documents and perform final QC of all documentation to assure there are NO mistakes, email final closing packages to appropriate department for closing
Quality Assurance Analyst 2/Auditor
Wells Fargo Home Mortgage - Addison, TX
September 2012 to July 2014
Complete Desk Review of loan files utilizing audit checklists for Foreclosure, Bankruptcy and Eviction processes as needed/ required
Document and capture questions/observations requiring action as a result of loan file reviews Provide feedback to management regarding the overall quality assurance process, objectives, and long-range goals of the quality assurance function
Ensure that Attorney Firms are in compliance with investor, insurer and regulatory guidelines through loan file Desk Reviews
Knowledge of state specific Foreclosure/ Bankruptcy/ Eviction procedures, state statutes, and specific document requirements
Interact with Internal Legal Counsel on observations and findings
Provide feedback and corrective suggestions to Team Manager
Identify errors and malfunctions within the audit tool/ application
Review and analyze documents and/or processes for quality and compliance with state statutory guidelines
Loss Control Attorney Management Program (CLAMP) development testing Recognition Award
Team Lead/ Quality Assurance Analyst
Aerotek/ Wells Fargo Home Mortgage - Addison, TX
July 2011 to September 2012
Team Lead over 10 team members working the OCC Consent Order Article 7 Independent Foreclosure Review (IFR), as well as other projects
Assisted in locating documentation for the Department of Justice for their
Service members Civil Relief Act (SCRA) review that ultimately saved Wells
Fargo over $6 Million Dollars
Contacted Attorney Firms via email and telephone for any/ all missing documentation as needed for the OCC Consent Order and the Department of Justice.
Promoted from an Initial Reviewer to the Quality Control Team Promoted from the Quality Control Team to Team Lead
Resolution Specialist
Bank of America - Plano, TX
November 2010 to January 2011
Received incoming e-mails from client representatives regarding REO properties
Completed a LAFA ticket to send the contractor out to have repairs completed on properties Completed assigned work in CFSC from supervisor, confirming occupancy status of foreclosed property
Prepared bids for contractor to approve if over the allowable limit for repairs
Forwarded incoming e-mails to the appropriate departments
REO Property Coordinator
Fannie Mac - Carrollton, TX
February 2008 to May 2010
Hybrid Position
Assigned new authorizations into a work queue on a daily basis
Ordered and managed the evaluations process of MGIC values, BPO reports, appraisals, third opinions
Entered appropriate values into the system of record when needed
Ordered additional valuation documentation
Recommended re-assignment of brokers, both in HSC, and BPO Direct when necessary worked closely with the Eviction, Redemption, and Title Department to ensure all are following proper state, and federal guidelines
Loss Mitigation Specialist
CitiFinancial Mortgage - Coppell, TX
August 2004 to July 2005
Retrieved mail daily to process with account numbers
Processed Proof of Claims (POC's) in DRI systems and Reaffirm Letters
Imaged any Foreclosure documents that needed special attention Pulled documents from file for imaging
Reviewed 150 Discharge Bankruptcy files that need to be contacted for payment
Contacted Attorney's office for permission to speak directly with the debtors
Contacted debtor to get intention on their property
Escrow Officer Assistant
American Title - Dallas, TX
August 2003 to July 2004
Retrieved files to prepare for closing
Collected earnest money and contract from Realtor to prepare file; ordered surveys
Called regarding judgments, payoff, and liens that client has on property
Prepared closing documents
Scheduled closing for Escrow Officer with clients
Education
De Soto High School – De Soto, TX
1989 to 1992
Skills
•Organizational skills
•Clients Relations
•Training new hires
•Assistant Lead/ Mgmt. Supervision
•Notary Public Commission (ID#12540400-7)-Exp 2/7/26
•Event Planner/Coordinator
Additional Information
Skills and Abilities I communicate verbally and in written form with everyone (including Attorneys,
Clients and/ or 3rd Party Vendors) with extreme professionalism. I have a very strong work ethic and work best under pressure. My organizational skills are second to none.
Additional Qualifications
Tango Reverse, Fraudguard, ReverseVision, TCB Warehouse Now, FHA Connection, Microsoft Outlook,
Excel, Word and Access, iFulfill, StatusMart(SM3) pipeline, AMN Portal, Total REO Central, Mortgage BOT,
Mortgage Servicer (FICS), FHA Connection Mortgage Serv, Escrow Officer Asst., Entry Level Underwriting; Auditing (Compliance and Guidelines), Loss Mitigation customer services rep, Lotus Notes, BPO Direct and Rumba SharePoint, LPS Desktop, VendorScape, MSP/ CPI, Data Transmission Services,
Home Step Connect, DRI, AS400LS, Loss Control Attorney Management Program system, Productivity
Tracking System, AMP QC Application and WFHM Default Automation Portal (prod), knowledgeable of new mortgage
documents; Scienna Andor System (Work p/t at home position with Infinity IPS as UW processor), Typing Speed 50-60
WPM, Human Resources Assistant; IPIMS Process Payment System, PIMS, Patient Consent (ARVIS), Genesys Cloud
Phone Dialer