TAVA MARTIN

SUMMARY

A Strategic, Enthusiastic, and Result-oriented finance specialist with 15+ years of experience and a rich mix of expertise in supporting overall accounting and loan operations. Proven expertise in financial forecasting and budgeting, revenue management, budget management, financial analysis, business development, AR/AP, account reconciliation, financial statements, audit, and taxation. Known for providing accurate financial information to the management through research and evaluation of accounting data and reports while optimizing cash flow, reducing cost, and driving efficiency and integrity in financials, including analyzing and resolving complex accounting reports and regulatory issues. Possess excellent presentation, technical, time management, and communication skills with the ability to plan, organize and manage multi-faceted activities while maintaining detailed and accurate documentation and providing effective liaison between diverse groups of people and clients.

PROFESSIONAL EXPERIENCE

Citi Private Bank March 2021 - Present

LOAN COORDINATOR

Successfully coordinated and manage multiple aspects of the loan process, from commitment through processing and closing, resulting in a streamlined and efficient operation.

Proactively followed up with necessary parties to obtain missing documents, ensuring that all loans were current on all available deliverables.

Played a key role in ensuring regulatory and process compliance, ensuring all loans adhered to required guidelines and regulations.

Demonstrate strong knowledge of the mortgage processing lifecycle and closing process, allowing for the successful completion of complex loans with a meager error rate.

Maintained accurate process and procedure documentation, providing clear guidelines for all parties involved in the loan process.

Communicate effectively with title companies, realtors, brokers, and customers to resolve issues and ensure a smooth loan process.

Assure that all loans met required hazard and flood insurance guidelines, providing additional security and protection for the borrowers.

Achieve the title of Top Closing Producer twice in 2022, demonstrating exceptional performance and dedication to the loan administration role.

Wells Fargo Tampa, FL December 2019 - January 2021

CLOSER/FUNDER

Successfully closed and funded an average of 15-20 residential mortgages monthly, meeting strict contractual deadlines and ensuring compliance with FHA, VA, and fixed-rate loan regulations.

Reviewed and prepared closing loan documents for accuracy, completion, and compliance with regulatory laws, resulting in a 95% error-free closing record.

Prepared and validated TRID-compliant closing disclosures, ensuring that all borrowers had accurate and transparent loan terms and fees information.

Maintained a loan portfolio production pipeline, monitoring data via excel spreadsheets and coordinating signings and scheduled closings with borrowers and settlement agents.

Accommodated borrowers with notaries and balanced closing figures with settlement statements, resulting in a smooth and seamless closing process.

Verified and input loan information accurately in loan document systems and communicated effectively with Loan Officers, Processors, Escrow Officers, HOA, and Settlement Agents, resulting in high customer satisfaction and repeat business.

Reviewed title reports for liens and judgments to be paid at closing, HUD-1 settlement statements, and conditions to ensure sign-off prior to closing, ensuring that vesting was correct, property information was accurate, and fees were correctly calculated. Prepared funding figures and requested wire information, providing all loans were funded accurately and efficiently.

CONTACT

adwv9a@r.postjobfree.com

SKILLS

// PROFESSIONAL SKILLS

Budgeting and Planning

Project Management

Commercial Loans

Accounts payables

Accounting Policies & Guidelines

Customer Service & Retention

Financial Management

Expense management

Process Improvement

Accounting and clerical support

Accounts receivable

Client invoicing

Payment processing

Documentation and record management

Bank reconciliation

Account reconciliation

Financial Statement

Cross-Functional Leadership

Excellent Communication skill

// TECHNICAL SKILLS

MS Office Suite

Encompass Software

FHA

SharePoint

UAT Testing

LoanIQ

PeopleSoft

CVAT software

EDUCATION

New England College New Hampshire

ASSOCIATE DEGREE IN BUSINESS MANAGEMENT FOCUS IN FINANCE

2911 Bear Oak Drive Valrico FL, 33594

929-***-****

TAVA MARTIN

PROFESSIONAL EXPERIENCE (CONTINUED)

Bank of America Jacksonville, FL July 2016 – October 2019

LOAN ADMINISTRATOR III

Spearheaded business analysis efforts, gathering and documenting requirements while collaborating with all lines of business within the bank, resulting in streamlined processes and improved operational efficiency.

Streamlined the CVAT project and system by becoming the primary point of contact, ensuring strict compliance checks on vetting and approval of required signatures for designated signers, resulting in a smooth and efficient loan process.

Implemented a comprehensive review process for loan documentation, ensuring all pertinent and required documentation was complete before booking the loan in the system while reducing errors and delays in the loan lifecycle.

Conducted flood insurance operational control activities for the commercial and corporate loan portfolio, creating and validating customer requirements clearly and concisely consistent with documentation guidelines, resulting in accurate and efficient loan servicing.

Established and maintained excellent working relationships with clients and vendors, conducting ad hoc business analyses and proposing solutions that optimized business processes and operational procedures, resulting in increased consumer engagement and improved sales team performance.

Completed UAT testing for the feedback project.

Oversaw the onboarding of new customers for the KYC platform, enhancing customer experience, and improving operational effectiveness.

Acted as the liaison between various teams to create project documentation and as the point of contact to partner with vendors, resolving issues and ensuring seamless project implementation.

Maintained accurate records of billing schedules, pricing options, and all client information, facilitating world-class loan fulfillment and delivering exceptional customer service.

Reviewed transactions and related documents with meticulous attention to detail, ensuring accuracy and conformance to established service level agreements, mitigating risk, and ensuring regulatory compliance.

Deutsche Bank Jacksonville, FL June 2015 – March 2016

RESOLUTION CONTRACT ANALYST

Managed a portfolio of contracts throughout the contract life cycle, maintaining thorough knowledge of customer contracts, market-level agreements, and pricing guidelines for procurement purposes.

Reviewed all contracts to ensure established business unit guidelines compliance, including securing appropriate approvals.

Effectively assessed and responded to highly complex and time-sensitive issues.

Provided a coordinated company response to customer requirements and inquiries, escalated risk milestones, and identified possible mitigation actions.

Fluor Federal Solutions Jacksonville, FL November 2013 – November 2014

CONTRACT ADMINISTRATOR

Provided contract administration for various projects and guidance to Prime and Sub Contract Management.

Reviewed business requirements and identified and resolved cross-initiative dependencies.

Served as liaison between vendors, administrative, government, and staff, managed proposal submissions, and awarded search contracts.

Maintained accurate contract files, fiscal management, and invoicing; monitored allowable expenses; tracked and reported contract performance and overall financial administration.

Maintained and completed Various SOW for contracts, WO, Purchase orders, and Service Level Agreements

Bank of America Jacksonville, FL March 2012 – October 2013

DOCUMENTATION SPECIALIST

Coordinated legal point of contact for complicated matters while handling escalated issues from other departments.

Resubmitted Liens for recording after corrections and modifications and revised County and Vendor reject for mortgages in compliance with State-specific laws.

Trained, coached, and worked closely with new-hire, temps/contract employees, and regularly performed quality checks on trainee files.

Created and verified loan closing statements with approved closing figures and researched unrecorded loans for conformance with the loan approval and commitments.

Marks Gray, P.A. Jacksonville, FL September 2006 – February 2012

LEGAL ADMINISTRATIVE ASSISTANT

Collected, examined, and organized evidence and other legal documents for attorney review and case preparation and maintained proper documentation in paper or electronic filing systems.

Researched regulations, laws, and legal articles, assisting with preparing reports, case files, and legal advice.

Managed client billing by preparing, finalizing, and sending out bills and resolving billing issues in cooperation with the billing attorney.

Provided general administrative assistance, including maintaining the attorney's calendar, making travel arrangements, and scheduling meetings, interviews, and depositions with clients and witnesses.

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