Experienced professional

Rodney O. Richardson

Charlotte, North Carolina ******************@*****.*** 704-***-****

Executive Summary:

Talented financial services professional with five plus years specializing in mortgages. Expertise ranging from onboarding of loans to the processing of legal documentation related to bankruptcy and servicing. Innate ability to analyze, process and interpret complex loan documentation.

Skills/Software:

Microsoft Office Suite

SharePoint

Coordination

MSP

Management

Aacer

Quality Assurance

Client Relation

Leadership

Employment History:

Co-Owner

Underconstruction Media(CharlotteUC.com) - Charlotte, NC- March 2019 to Present

Responsibilities:

Producing a weekly podcast discussing Charlotte culture and sports.

Effectively using social media to engage our audience with content.

Building relationships in the Charlotte to build effective partnerships.

Loan Verification Analyst II

Wells Fargo - Fort Mill, SC - March 2015 to Present

Responsibilities:

Analyzes and reviews bankruptcy documentation and associated artifacts for the purpose of verification and a variety of legal proceedings.

Utilizes and adheres to the data library for state specific requirements in obtaining a relief from automatic stay.

Performs manual calculations to validate principal, interest, escrow, and payment amounts.

Responsible for managing a pipeline of loans while effectively communicating with internal and external customers.

Quality Assurance Specialist

Roundpoint Mortgage Servicing - Charlotte, NC - March 2013 to March 2015

Responsibilities:

.

Responsible for servicing mortgage accounts to ensure all activities are in compliances with state and federal laws and responding to verification inquiries on all loans.

Performed quality checks on newly boarded loans and determined lien positioning on loans.

Monitored and Verified accuracy of boarding summaries, checklists and reconciliation files.

Responsible for initiating letters for newly boarded loans.

Provided monthly reporting analysis of mid and end of month quality assurance reports.

Collections Specialist

Roundpoint Mortgage - Charlotte, NC - March 2012 to March 2013

Responsibilities:

Accountable for accurately and courteously responding to borrowers with inquiries regarding their account.

Informed borrowers of interest rates, mortgage terms and company policies.

Assisted borrowers in locating the proper department for loan related issues.

Averaged 100 plus daily outbound calls for delinquent accounts.

Assisted in Training new employees.

Territory Manager

Palmetto Fundraisers - Charlotte, NC - October 2011 to February 2012

Responsibilities:

Solicited Charlotte area non-profit organizations for assistance in their fundraising efforts with direct business to business sales.

Increased volume of sales in target area by developing and strengthening the demand and usage of Palmetto fundraisers in assigned territory.

Budgeted and Negotiated Sales Contracts with prospective participants.

Built and Maintained customer relationships improving new and existing communication channels.

Patient Account Representative

Novant Medical Group - Charlotte, NC - July 2010 to October 2011

Responsibilities:

Performed daily correspondence with guarantors, attorneys, and medical records department while adhering to HIPPA Standards and Practices.

Assisted customers with account details including: processing payments, billing and collections inquiries.

Maintained detailed transaction records of customer interactions including: inquiries, comments, or complaints.

Performed routine maintenance reconciling existing and new customer accounts entries in customer databases.

Identifies, Investigates, and Corrects problems on accounts including: deceased patients, bankruptcies, and non-sufficient funds.

EDUCATION

BA in Political Science

Clemson University - Clemson, SC

2005-2010

MS in Sports Administration and Management

American University- Washington, D.C.

2020-2021

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