Loan Processor, Compliance Subject Matter Expert
Resume:
WILLIAM HAMILTON
CONTACT
Jacksonville, FL
EDUCATION
AA Degree
Business Management
Florida Community College of
Jacksonville
Jacksonville, FL
SKILLS
Excel
Advanced Excel
Zoom
Skype
Microsoft Email
Pacer
Document360
DU and LP for mortgage
underwriting
Lexis Nexus
COMPLETED 200
QUESTION TAX
EXAM AND OTHER
REQUIRED
COURSES.
Tax Preparer Exam Completion
Certificate
WORK EXPERIENCE
Tax Preparer
Liberty Tax
November 2023 - April 2024 / Jacksonville, FL
Collected and inputted client financial documentation into tax software. Reviewed and confirmed accuracy of data entered by other tax professions in local office.
Met with clients and answered tax questions based on individual and family circumstances.
Received a 93% accuracy score on 200 question tax exam. Called, emailed, and texted clients to set up appointments. Caretaker
Caretaker - Personal
May 2022 - November 2023 / Jacksonville, FL
Assisted family member, with a terminal disease, with daily life activities and financial planning.
Senior Loan Processor Level III
Flagstar Bank
April 2020 - April 2022 / Jacksonville, FL
Provided excellent customer service to clients from initial loan set up to funding.
Maintained continual contact with client every 48-72 hours to ensure unmatched communication.
Performance quality score of 95% for following compliance guidelines. Performance score of 97% for customer contact through introduction and approval calls.
Compliance Subject Matter Expert
Digital Risk
January 2019 - February 2020 / Jacksonville, FL
Evaluated and ensured all loan file documents were accurate and in compliance. Conducted training classes from conception of project and throughout the project.
Utilized client's loan operating system to ensure accurate data entry. Strong knowledge of TRID guidelines.
Compiled excel worksheets using pivot tables to analyze and compartmentalize loan data.
Quality Control Underwriter
Digital Risk
June 2011 - December 2018 / Jacksonville, FL
Reviewed recently closed loans to verify compliance and due diligence. Inspected Vlookup data sheets for accuracy and placement of loan files. Verified loans were closed within the lender's approved guidelines. Analyzed all income, asset, credit, and collateral for completeness and correctness.
Wrote claims describing any underwriting infractions from the original underwriter.
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