CAREER OBJECTIVE
EXPERIENCE
WANDA B. WILSON
***- ***-**** ad3xmf@r.postjobfree.com Alpine, AL. 35014
To become an asset within an establishment this promotes growth and advancement within the company. Allows me to perform my duties to the best of my abilities to get a task done individually or as a team player. Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to successfully fill the vacancy at your company. Frequently praised as hardworking by my peers, I can be relied upon to help your company achieve its goals. Accenture/BC Forward for UPS
San Antonio, TX July 2022 - Present
CUSTOMER SERVICE REPRESENTATIVE/ASSOCIATE
Adhered to quality and service standards to
support operational goals.
Provided efficient and courteous service to
customers at all times.
Defined problems, collected data, established facts and validated conclusions.
Worked with coworkers to complete tasks.
Met deadlines while maintaining high-quality
deliverables.
Participated in ongoing training to enhance own
job skills and knowledge.
Responded quickly to meet customer needs and
resolve problems.
Demonstrated ability to manage multiple tasks
while remaining adaptable and flexible.
Provided product information and resolved
concerns to assist customers.
KForce / Highlight / SBA
Herndon, VA. May 2020 - Present
LOAN PROCESSOR/CASE MANAGER
6674 Process loan for COVID-19 EIDL Project
Review loan requests to ensure accurate
information/documentation is obtained to
proceed with loan request
Ensure all contacts are correct, all documents are uploaded, and all activity is documented in the
most accurate and efficient way
Use common sense and knowledge to use correct
procedures and actions when additional steps are
required on unique loans
Ensure that fewer errors are made while
processing applications so that as many cases as
possible can be completed daily
Request information such as business and personal
tax returns, tax transcripts, 4506-T's and
documents related to verifying PII information
Respond to customers orally and/or in writing to
applicants and their representatives
Perform SSN/EIN Duplicate searches Upload documents received to Rapid System in DMS Docs
Independently manage loans Prepare and analyze information to develop transaction documents
In more difficult or doubtful cases, consults with Merge reconsideration cases in 365 Dynamics lead loan specialists
Review all facts to make eligibility determinations Process loan application on web-based computer system
Woman's Missionary Union
Birmingham, AL. May 2019 - Present
CUSTOMER SERVICE REP
Communicate and interact with customers on
behalf of WMU
Take subscriptions and product orders from
customers for their material
Provide information about products and services Respond to customer complaints in a timely manner
Take payment information for the accounts and
place orders
ServisFirst Bank
Birmingham, AL. April 2016 - Present
LOAN PROCESSOR
0302 Responsible for preparing mortgage application paperwork for delivery to the mortgage
underwriter
Work with the loan originator, title and escrow
companies
Compile important verifications and paperwork
such as Driver's License, Social Security Card,
paystubs, verification of employment, tax returns
(personal and business), homeowner's insurance,
titles, deeds, appraisals
Look for any red flags that a loan may have Double check debt-to-income ratios (DTI) Clearing any Prior-to-document conditions (PTD's)
that must be met before loan documents are
released by the bank; resubmit to underwriting for clear to close
Send file to closing department once all conditions are cleared and met
Work with FHA and VA Loans
ServisFirst Bank
Birmingham, AL. December 2012 - Present
SR. POST CLOSER/ SHIPPER
205-***-**** Assist with mortgage loan closing process by reviewing loan documents for completeness and
accuracy
Obtain missing information, prepare files in
stacking order for shipping to investors
Provides support to internal and external
customers
Prepare accounting on closing packages and
upload into Encompass System
Monitor pipeline and create shipping report
Make sure that all closing packages are shipped
out before lock expiration dates
Monitor locks on loans to insure not having to re- lock
Send out Goodbye Letters to Customers once
loans are purchased
Review purchase/funding sheets for accuracy
Input purchasing information for each Create report for loans funded/purchased each funding/purchase advice in Encompass and make
sure that the Original loan amounts and the actual loan amounts reconcile
month
Ship out final recorded documents to investors Register loans in MERS system Pay MIP on FHA loans and get Mortgage Insurance
Certificate when Insured
Pay VA Funding Fee on VA loans and get Loan
Guaranty Certificate when Insured
Ship loan to Alabama Housing Finance Authority Input Reservation packages in ServiSolutions for AHFA
Clear Deficiencies on loans Input information in General Ledger when check(s) for fees come in from Closing agents
Verify that the General Ledger is balanced When loans are purchased, input the purchase pricing information into Encompass and make sure
it balances
Ensure that all Portfolio loans are locked in the
Secondary market
Aliant Bank
Birmingham, AL. January 2006 - Present
SR. POST CLOSER/SHIPPER
408-2090 Assist with mortgage loan closing process by reviewing loan documents for completeness and
accuracy
Obtain missing information, prepare files in
stacking order for shipping to investors
Provides support to internal and external
customers
Prepare accounting on closing packages through
Calyx and send to accounting
Monitor pipeline and create shipping report
Make sure that all closing packages are shipped
out before lock expiration dates
Monitor locks on loans to insure not having to re- lock
Send out Goodbye Letters to Customers once
loans are purchased
Review purchase/funding sheets for accuracy
Create report for loans funded/purchased each
month
Ship out final recorded documents to investors
Register loans in MERS system Pay MIP on FHA loans Ship loan to Alabama Housing Finance Authority Clear Deficiencies on loans AmSouth
Birmingham, AL. January 2001 - Present
VENDOR MANAGEMENT/PROCESSOR
205-***-**** Ordered appraisals, title commitments, flood certs from various vendors
Worked with processors in obtaining documents
needed in a timely manner
Processed loans
Infinity Insurance
Birmingham, AL. January 1998 - Present
INSURANCE CLERK/ASSISTANT
EDUCATION
SKILLS
Prepared files for adjusters Purged files
Ordered supplies Requested items needed for claims Brillient / Federal Civilian Division SBA
Reston, VA. January 2021 - May 2022
LOAN PROCESSING ASSISTANT
7065 Process loan for COVID-19 EIDL Project
Review loan requests to ensure accurate
information/documentation is obtained to
proceed with loan request
Ensure all contacts are correct, all documents are uploaded, and all activity is documented in the
most accurate and efficient way
Use common sense and knowledge to use correct
procedures and actions when additional steps are
required on unique loans
Ensure that fewer errors are made while
processing applications so that as many cases as
possible can be completed daily
Request information such as business and personal
tax returns, tax transcripts, 4506-T's and
documents related to verifying PII information
Respond to customers orally and/or in writing to
applicants and their representatives
Perform SSN/EIN Duplicate searches Upload documents received to Rapid System in DMS Docs
Independently manage loans Prepare and analyze information to develop transaction documents
In more difficult or doubtful cases, consults with
lead loan specialists
Decision loans for approval, declines, or not
interested
Review all facts to make eligibility determinations Process loan application on web-based computer system
Submitted loan applications with recommendation
for underwriting approval.
Interviewed loan applicants to obtain personal and financial data and to assist in completing
applications.
Filed and maintained loan records. Advised customers regarding loans and transactions.
Ordered property insurance or mortgage
insurance policies to protect against loss on
mortgaged property.
Talladega College, Talladega, AL.
COMPLETED COURSEWORK TOWARDS BACHELORS OF ARTS DEGREE IN BUSINESS ADMINISTRATION, ORGANIZATIONAL MANAGEMENT
Central Alabama Community College, Childersburg, AL. COMPLETED COURSEWORK TOWARDS ASSOCIATES IN BUSINESS Childersburg High School, Childersburg, AL
COMPLETED COURSEWORK TOWARDS WITH DIPLOMA
REFERENCES
MERS Outlook
Calyx Encompass
Jack Henry / Silver Lake Rapid System
365 Dynamics Keyboarding, Faxing, Copying, Scanning Customer Service AE
H3 NICE CX
Customer Retention Strategies Efficient and Detail-Oriented Data Entry and Maintenance Understanding Customer Needs Calm and Professional Under Pressure Call Documentation Courteous with Strong Service Mindset Needs Assessment Customer Data Confidentiality Customer Account Management Interpretation and Translation Services Building Customer Trust and Loyalty POS Systems and Ordering Platforms Upbeat and Positive Personality Responding to Difficult Customers Information Inputting Electronic Information Systems Educational Opportunities Corporate Standards Special Orders
Client Relationships Regulatory Compliance
Claims Adjustments Organizational Development
Skilled in Conflict Resolution Call Transfers
Correcting Discrepancies Information Updates
Customer Experience Inquiry Response
Customer Inquiries Answering Customer Questions
Telephone Management Customer Support
Critical Thinking Excellent Attention to Detail
Team-Oriented and Cooperative Online Communication Computer Proficiency Skilled in Microsoft Office
Microsoft PowerPoint Team Support
Answering Emails Daily Logs
References available upon request