JEVONNE D MARTIN

ad3co9@r.postjobfree.com 704-***-**** Charlotte NC

Professional Summary:

Highly efficient and detail-oriented professional mortgage closing specialist offering 8 years of experience closing and funding conventional and government mortgages. Well versed in FHLMC, FNMA, FHA, VA, HUD, GNMA, RESPA and Regulation guidelines. Meticulous in delivering error-free documentation and ensuring compliance with company policies and regulatory requirements. Committed to customer service with the ability to build productive relationships, resolve complex issues and win customer loyalty.

Skills:

● Utilized Loan IQ Software to ensure accurate loan establishment, reduce errors and improve risk management.

● Knowledgeable of Data Trac and Doc-U-Prep to initialize Closing Documents and Initial Disclosures.

● Utilized Origin Software for Loan Data Analysis, and SNAP system for Financial Access.

● Utilized various other software, I.e., Encompass, SharePoint, and PeopleSoft.

● Utilized Patient Plus, MedHok, and ICD-9 for coding.

● Strong PC skills including Word, Excel, Outlook, and PowerPoint.

● Attention to detail, ability to multitask, time management, self-starter, and ability to function independently.

● Excellent work ethic and ability to work well under pressure.

● Strong interpersonal communication and listening skills. Education:

Kaplan University Online Studies/Ft Lauderdale FL

● Bachelor of Science – Business Administration Management 2025

● Certified Notary Public – Mecklenburg County – Commissioned November 2024

● Certification of Accreditation - Marriott's International Hotel Excellence Training Program

● Travel Institute CTA/CTC Certification

Professional Experience:

Customer Service Travel Consultant, 06/2021-12/2023 InteleTravel Online Global

Build sustainable relationships and trust with customers through open and interactive communication. Provide professional and excellent customer service with all travel inquiries, information, and brochures for a perfect customer service experience.

● Arrange, and book all necessary travel arrangements, accommodations, collect payments, insurance for business, vacations, tour packages, excursions and day trips.

● Determine and identify clients' needs and preferences to achieve satisfaction, provide advice about Visas and/or Passports.

● Handles travel issues, conflicts, complaints, cancellations and refunds.

● Prepare promotional materials and displays, promote and market business to generate sales leads.

● Answer customer questions and provide accurate, valid and complete information about products and services.

● Excellent communication and presentation skills, take an extra mile to engage customers, travel and tour vendors and build rapport.

● Perform and deliver excellent quality service to clients, helping them to explore the world and discover new cultures in a way that is both convenient and affordable. Leadership Skills:

• Attends travel seminars and conferences.

• Strong sales and interpersonal and problem-solving skills.

• Working knowledge of domestic and international travel trends Account Manager, 09/2020-05/2021

Wholesale Stearns Lending, LLC – Work Remote

Account Manager was responsible for repairing loans for processing. Gather all appropriate documents per guidelines. Entered loan document into system (SNAP) for distribution. Communicated with the originator to collect missing documents.

● Prepared accurate loan documents to escrow, title, and broker in a timely manner. Coordinated with all departments through funding and managed pipeline driving efficiency.

● Request wire transfers, performed moderately complex customer support tasks.

● Ability to navigate multiple computer system windows, applications, and utilize search tools to find information.

● Interact with external customers to respond to the raised concern as well as determine appropriate course of action.

● Experienced processing complex transactions and resolving customer inquiries.

● Ensured that all loan documentation was complete, accurate, verified and in compliance with company policy and Federal and State regulations at time of mortgage loan application.

● Assist Brokers, Loan Officers or other Sales partners with issues related to the disclosure process, fees and the status of the loan.

Benefits Verification Specialist, 11/2018-12/2019

Lash group/AmerisourceBergen, Charlotte NC

Duties were responsible for complete authorizations and referrals for medical services. In addition to reviewing the medical history of potential patients, verify information provided by their referring physicians, and verify their insurance coverage.

● Collects and reviews all patient insurance information needed to complete the benefit verification process.

● Monitor incoming patient orders and gather information needed to complete pre-authorization and scheduling of an order.

● Maintain frequent phone contact with provider representatives, third party customer service representatives, pharmacy staff, and case managers.

● Report any reimbursement trends/delays to supervisor (e.g., billing and claim denials, pricing errors, payments, etc.).

● Provides exceptional customer service to internal and external customers, resolves any customer requests in a timely and accurate manner, escalates complaints accordingly. Post-Closing Loan Specialist III, 03/2017-03/2018

GWIM Credit Services Loan Servicing

One Bank of America Center – Charlotte NC

The primary responsibility role was perfecting the Bank’s collateral by tracking and clearing collateral and documentation exceptions, UCC continuations and monitoring various types of Hazard insurance renewals. Responsible for maintaining Excellent Composite Asset Quality Indicators (CAQI) related to exception clearing activities. I made telephone contact with Insurance Agents requesting a renewed hazard insurance policy. Partners with Credit Managers and Client Teams to resolve outstanding exceptions.

Specific Technical and Leadership Skills:

● Organized closing materials amongst parties and uploaded data onto Loan IQ system database for pricing, payments, compliance tracking, utilization request and other service maintenance.

● Consult and advise customers, investors and/or commercial real estate deals with external/internal business partners to execute transactions.

● Review reports to identify exceptions, monitor quality and ensure compliance.

● Evaluate credit applications to decide loan approval.

● Participate in risk mitigation activities.

● Act as a key participant in providing strategic business solutions. Loan Document Specialist III, 07/2012-12/2016

Wells Fargo – Charlotte NC

Processed and executed residential mortgage loan packages/pipeline for refinance. Reviewed loan packages daily for signature accuracy utilizing (RUSH) web-based application system to approve or deny loans for funding. Closed and submitted loan file to Loan Closer for funding, and confirmed that each loan document requiring notarization were in compliance with mandated state guidelines. Notary Public

Responsible for review and accuracy of all foreclosure affidavits and provided notary service to 80 or more Loan Verification Analysts on a daily basis. Maintained a professional relationship with peers, also assisted with special projects upon request. Collector II, 04/2010-6/2012

Answered high volume of inbound/outbound calls utilizing an automated dial system to contact customers whose accounts were in a delinquent status. Reviewed customers' financials, negotiated terms and developed effective repayment plans to bring their account current. Supervised assigned accounts to identify unresolved debts, follow up with clients on overdue accounts. Possessed outstanding communication and negotiation skills while maintaining trustful relationships and guaranteeing timely payments.

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