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Customer Service Real Estate

Location:
Charlotte, NC
Posted:
April 28, 2024

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Resume:

Donald J.

Sumpter

Skilled and dedicated with experience in

coordinating, planning, and supporting daily

operational and customer service functions. Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages. Highly competent who can be trusted with even

the most confidential projects. Excel in turning

disorganized environments into smooth-running

operations to improve accuracy and efficiency.

ABOUT ME

AmeriGas

Charlotte, NC

Customer Service

Representative

October 2022 - Present

• Handle customer calls in a timely and

professional manner, following company

provided procedures and ensuring

accurate information is being provided to

customers

• Demonstrate an understanding of policies

and procedures to respond to customer

calls, while striving for reduction in the

need for supervisor callbacks

• Participate in voluntary and mandatory

training opportunities

• Assist with floor training and/or shadowing

opportunities when needed

• Volunteer to participate on special

assignments

Finance of America Corporation

Charlotte, NC

Disclosure/RESPA

Coordinator

February 2018 – February 2022

• Monitored on – going regulatory changes

and implement effective compliance

controls

• Maintained readiness and manage third

party evaluations and audits to include

investor counterparties, regulators and

others

• Collaborated effectively with sales,

operations, technology and marketing

team members

• Reviewed documents prior to disclosure

• Identified issues and trends; providing

written response of the audit findings

to the business units along with

remediation recommendations;

working with Operations to address

findings

• Deeply knowledgeable of federal and

state mortgage lending regulations and

resourceful in responding promptly to

difficult questions

Pacific Union Financial

Charlotte, NC

Mortgage Loan Closer

July 2016 – November 2017

• Served as the intermediary between all

parties in the real estate transaction,

answered questions andresolved any

issues

• Reviewed all closing details to ensure

compliance with state and federal

regulations

• Created initial Certificate of Disclosure

(CD) and approved final CD and final

loan figures

• Worked with attorney to balance, order

and deliver funding wire

• Responded to any post – closing

concerns and when necessary

assisted with post – closing loan audits

JOB EXPERIENCE

Page 1 of 2

OPERATIONS POST-CLOSING COMPLIANCE AUDITOR

• 13415 Tartarian Court

• Charlotte, NC 28215

704-***-****

• ad5bzh@r.postjobfree.com

CONTACT ME

• Intermediate proficiency

in Microsoft Office Suite

• High level capacity for

multitasking independently

• Excellent verbal and written

communication skills using

appropriate grammar, tone

and pronunciation

• Exceptional organizational

and time-management skills

• Experience with SAP CRM

and ECC systems plus

• NC Notary Public

SKILLS

EDUCATION

Fayetteville State

University

Fayetteville, NC

Bachelor of Science

Political Science

Concentration in Public

Administration

Donald J.

Sumpter

Skilled and dedicated with experience in

coordinating, planning, and supporting daily

operational and customer service functions. Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages. Highly competent who can be trusted with even

the most confidential projects. Excel in turning

disorganized environments into smooth-running

operations to improve accuracy and efficiency.

ABOUT ME

B2R Finance

Charlotte, NC

Post Closer

June 2014 – June 2016

• Assisted in establishing the B2R Post

Closing Department including co – wrote

the department policy, created the

process flow between B2R Finance

and closing attorneys, title companies

and document custodians

• Implemented post - closing process

capable of consistent production while

adapting to the everyday changes and

challenges of a startup company

• Re – examined and reinforced the duties

and working relationship with our servicer;

ultimately improving the customer service

experience for our borrowers

• Enhanced & further developed the capex

and deferred maintenance process which

has proved beneficial for the servicer, B2R

Finance and customers

• Responsible for data integrity and delivery

of $530M worth of commercial loan

closings

Accenture Credit Services

Charlotte, NC

Processing Manager

June 2011 – September 2013

• Managed day – to – day operations with

supervisory authority over processing 26

associates and interfaced with senior

management daily

• Measured and analyzed reporting metrics

and consistently met production

deliverables, including but not limited to

loan volume, quality control, load leveling,

pipeline management and reporting

• Motivated and led associates by

example, effectively communicated

individual, team and company

objectives to optimize knowledge

transfer and maintain corporate

informational transparency

• Identified, implemented, and oversaw

process improvements across department

in conjunction with the project

management office, business analysts

& clients

Post Closing Manager

• Managed the search analysis & request

of Deeds of Trusts & Assignments for

investors from variouscities and

counties within the US

• Implemented processes for delivery of

said documents to custodian

• Supervised, reviewed, approved and

rejected request from the analyst prior to

submission to the custodian for approval

RoundPoint Mortgage

Charlotte, NC

Post Closer

November 2009 – April 2011

• Audited closed loans for accuracy

• Confirmed all loans closed with the

correct loan program, loan terms and

conditions

• Obtained any missing documents or

required signatures from the escrow/

title company or attorney

• Properly delivered and confirmed receipt

of closed loans to the respective investor

• Cleared outstanding conditions insuring

purchase of the loan by investor

• Confirmed all FHA, VA and Rural

Housing loans were insured by investor

Page 2 of 2

OPERATIONS POST-CLOSING COMPLIANCE AUDITOR

• 13415 Tartarian Court

• Charlotte, NC 28215

704-***-****

• ad5bzh@r.postjobfree.com

CONTACT ME

• Intermediate proficiency

in Microsoft Office Suite

• High level capacity for

multitasking independently

• Excellent verbal and written

communication skills using

appropriate grammar, tone

and pronunciation

• Exceptional organizational

and time-management skills

• Experience with SAP CRM

and ECC systems plus

• NC Notary Public

SKILLS

EDUCATION

Fayetteville State

University

Fayetteville, NC

Bachelor of Science

Political Science

Concentration in Public

Administration

JOB EXPERIENCE



Contact this candidate