Calvin Moffatt
Indian Land S.C, *****
**********@*****.***
Summary
Experienced Quality Assurance Professional with over 10 years of financial experience in implementing quality control processes and improving overall production efficiency. Skilled in developing and executing test plans, identifying defects, and implementing effective solutions to resolve quality issues. Adept at collaborating with cross-functional teams to ensure products meet customer requirements and industry standards. Strong problem-solving skills and attention to detail, with a proven track record of delivering high-quality results
Skills
Technical Troubleshooting
Tracking and Documentation
Analytical and Methodical
Database Programming and SQL
Statistical Analysis
Quality management
Multitasking and Prioritization
Computer Diagnostics
Quality Control
Coaching and Mentoring
Experience
Senior Loan Processor, 10/2021 01/2023
Freedom Mortgage Corporation Mount Laurel, NJ
Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Collaborated with sales team members to stay current on inventory levels and resolve item issues.
Updated databases with new and modified customer data.
Reached out to providers to help develop comprehensive solutions.
Conducted surveys to measure customer satisfaction and identify top issues.
Reached out to customers after completed sales to suggest additional service or product purchases.
Sprout Mortgage, 12/2020 10/2021
Account Manager Dallas, TX
Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
Organized, index, and evaluate imaged documents via Encompass.
Partnered with the underwriter and funding team to move loans through the process and successfully close loans on target dates.
Proactively communicate the status of loans with Customers,
Correspondent Lender, Account Executives, Underwriters, and Due Diligence.
Defined new operations business process improvement opportunities.
Provided ad-hoc data analysis for business process improvement projects.
Mortgage Loan Processor, 07/2020 12/2020
Finance of America Mortgage Charlotte, NC
Assembled and summarize data to structure sophisticated reports on financial status and risks.
Developed financial models, conduct benchmarking and process analysis.
Conducted business studies on past, future and comparative performance and develop forecast models.
Identified trends, advise company, and recommend actions to a senior financial analyst based on sound analysis.
Tracked and determined financial status by analyzing actual results in comparison with forecasts.
Reconciled transactions by comparing and correcting data.
Gained and updated job knowledge to remain informed about novelty in the field.
Approved or denied loan applications and explained reasoning behind decisions.
Mortgage Loan Processor, 02/2020 07/2020
Round Point Mortgage Fort Mill, SC
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Met with applicants to obtain information for loan applications and answer questions about processes.
Completed closing process by collaborating with attorneys, title companies and government clerks.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Quality Testing Coordinator, 04/2019 02/2020
Wells Fargo Charlotte, NC
Comprehensive knowledge of CHIPS, Fedwire and SWIFT formatting as related to payment processing
Researched new products and industry methodologies and facilitates the development of new concepts, techniques, and standards. Excellent knowledge of developing and reviewing SQL queries
Wrote Test Plan, Test Cases for GUI, Functionality and Backend
Staged loans in Mortgage Servicing Package (BKFS MSP) mainframe application for various test purpose and downstream application testing.
Handled and worked on projects that involves Web-services (SOAP UI) validation, Data Validation/Migration/Integration testing. Working closely with Database architects and ETL teams.
Learned new testing methods through continued education and research.
Positioned components, parts or materials for testing.
Reviewed and analyze large amounts of data and draw appropriate/meaningful conclusions;
Assisted in the Cyber Threat Matrix aggregation and calculation process
Supported all CSA activities (e.g. scenario analysis workshops, scenario analysis report writing, manage program procedural documentation, etc.);
Identified and recommend opportunities to enhance productivity, effectiveness and operational efficiency;
Established and maintain effective relationships across multiple business and technology partners, program and project managers;
Assisted in preparing briefing notes and presentations related to cyber scenario analysis activities for delivery to senior leadership and various risk and governance committees;
Managed the CSA data and evidence gathering for audit/regulatory requirements;
Kept current on emerging trends / developments and grow knowledge in cybersecurity;
Created and maintain detailed reports/dashboards to identify potential gaps, track key performance and risk indicators;
Education and Training
Johnson C Smith University Charlotte, NC
Bachelor of Business Administration
Certifications
Green Belt Six Sigma