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Customer Service Quality Control

Location:
Covington, LA, 70433
Posted:
August 11, 2023

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Resume:

JULIE TOMLINSON 985-***-**** ■ adyuwo@r.postjobfree.com

Customer Service/Conflict Resolution linkedin/in/julie-tomlinson99 ■ Open to Relocation Professional Summary

Accomplished and strategic Service Professional with 25+ years of progressive experience within diversified portfolios. Expert-level experience in customer service management of sales transactions of REO, multi-family, commercial, and FHA/FHLMC portfolios. Excellent communication skills building trusting rapport with customers nationwide. A collaborative, top producer meeting key point indicators monthly and a high-level of accountability, known for going the extra mile in all endeavors.

Core Competencies

Conflict Resolution Nationwide Experience Build Informational Database Troubleshoot Customer Concerns Market Updates Key Problem Solver Monitor Relevant KPIs Title Examiner/Curative Pipeline Management Trend Tracking Quality Control Portfolio Analysis EMPLOYMENT

REO ESCROW OFFICER ■ Selene Title, LLC (Remote) 9/2021 – 7/2022 Provided daily oversight and management of REO properties portfolio closing up to 75% of active files monthly. Provide customer service for buyers/sellers/agents. Closed transactions in various states including lending, cash, 1031 Tax Exchange, and auction sales transactions.

Select Tasks:

Reviewed title commitments, HOA estoppel and lien search documents for each closing. Verbally verified tax amounts prior to closing.

Prepared preliminary and final closing documents for client and customer review within appropriate timelines. Assured investor-required affidavits were included in each lender package.

Scheduled closings by mobile notary or utilized DocuSign.

Reconciled accounts to balance, and approved disbursements for funding.

Oversaw workflow streams while ensuring industry compliance requirements and quality assurance metrics were met.

Cultivated and strengthened relationships to ensure optimal revenue generation, organizational strategies, and execution of effective operational plans.

ESCROW OFFICER REFINANCE LOANS ■ Ravenwood Title Company, LLC (Remote) 1/2021–7/2021 Managed portfolio of refinance loans for closing in various states. Closed 50% of active portfolio monthly. Excellent customer service record providing updates continuously until closing. Prepared preliminary and final closing documents for client and customer review within appropriate timelines. Assured investor required affidavits were included in each lender package.

Select Tasks:

Ensured document authenticity, ordered lien searches, HOA Estoppels and title updates for review.

Responded to Lender title orders and maintained lines of communication open to expedite closing times.

Prepared closing documents for timely review by Buyer and Lender, reviewed lender packages for accuracy.

Coordinated closings with mobile notaries and reviewed returned executed closing packages for accuracy.

Reconciled accounts and approved disbursements.

SENIOR ESCROW OFFICER PURCHASES ■ Mortgage Connect, LP 6/2020–12/2020 Managed portfolio by preparing preliminary and final closing documents for client and customer review within appropriate timelines. Assured investor required affidavits were included in each lender package. Verbally verified tax amounts prior to closing. Provided consistent communication with customers to assure they are aware of each step of their closing. Select Tasks:

Reviewed titles and cured title issues. Reviewed HOA Estoppels and lien searches of each property.

Prepared preliminary closing statements and sent to lender to balance final figures. Ordered deeds and prepared all state-appropriate affidavits to merge with bank closing packages. RESPITE CARE AIDE ■ Acumen Fiscal Agent (Camille Weathersby) 2016 –2020 Provided daily care for low-functioning autistic teenage boy. Assisted with daily hygiene-related tasks, prepared child for school, helped with after-school activities, and participated in approved outings. ESCROW OFFICER ■ NOLA Title 2015–2016

Prepared preliminary and final closing documents for client and customer review within appropriate timelines. Continuously provided customer service and follow up to customers, agents, and mortgage processors.

Managed escrow documents in accordance with established policies and procedures. JULIE TOMLINSON 985-***-**** ■ adyuwo@r.postjobfree.com

Reviewed purchase agreements and addendums, ordered and reviewed abstracts, cleared judgments and liens, and participated in real estate closings.

Oversaw disbursements and prepared packages for recording at courthouses. SENIOR REO PORTFOLIO MANAGER ■ REO World (Remote) 2009 – 2013 Provided full spectrum of Asset Management for Washington Mutual/Chase portfolio valued over $10 million. Assigned REO realtors to prepare initial Broker Price Opinion (BPO) and collaborated with appraisers to reach determination of value. Prepared renovation plan if a proposed renovation was determined to bring additional value. Prepared scope of work, reviewed bids and submitting strategic marketing plans to client for final decision. Inspected properties to monitor quality control during renovation and conducted final inspection with agents or clients. Select Tasks:

Negotiated cash for keys and short sales when required.

Coordinated with city officials for management of blighted property in high-volume REO areas.

Reviewed updated titles, lien searches and HOA Estoppels.

Closed 45-50% of active listings monthly.

SENIOR REO PORTFOLIO MANAGER ■ Homecomings Financial/GMAC (Remote) 2004–2008 Managed SFR, commercial and multi-family portfolios of 300+ assets from foreclosure to close of escrow. Closed an average of 45% of active listings per month. Reviewed pre-foreclosure reporting with REO Team Manager to project incoming assets. Select Tasks:

Procured debtor short sales or cash for keys and reviewed debtor documentation for possible refinance and workout strategies.

Prepared REO business plans for review and approval by investors.

Researched federal, state, insurer and investor guidelines and conducted targeted audits as needed.

Performed financial analysis ensuring mathematical accuracy of sale transactions information.

Prepared scope of work if decision to renovate was determined; reviewed bids to present to investors for approval of rehabilitation and inspected work sites to ensure quality control during initial property preservation or rehabs. Select Accomplishments:

Prepared PowerPoint presentations for outside vendors and organized visits throughout various locations in Northeast region. Invited agents, contractors, and property preservation contractors to impart process knowledge and expectations.

Conducted round-table discussions at company conferences and REOMAC events to include Q & A sessions answering vendor questions.

Consistently exceeded sales transaction goals and corporate quarterly objectives by working at optimal levels. REO SALES MANAGER ■ Fairbanks Capital – Select Portfolio Servicing 2000–2004 Managed top-performing sales team championing closings of 45-50% of active listing per month. Provided leadership and mentorship to 12+ staff members and contributed to training and development initiatives. Evaluated business plans to approve to list, reviewed assigned values in asset region and block by block. Conducted weekly review of asset managers’ listings ensuring timely price reductions with competing properties. Select Tasks:

Collaborated with Loss Mitigation department for successful reinstatements or short sale strategies.

Developed and implemented monthly staff bonus matrix and other team motivational incentive activities.

Prepared scope of work for submittal to vendors, reviewed bids and awarded contracts.

Prepared monthly projected sales transactions and budget reports for each investor.

Acted as Ambac Client liaison, conducting monthly portfolio reviews via tele-conferences or in-person.

Performed on-site due diligence reviews of various portfolios for possible acquisition.

Championed a company culture supporting creativity, collaboration, and an entrepreneurial spirit. TECHNICAL SKILLS

Microsoft Office Suite Advanced ResWare Equator Pyramid Platform RES.NET Perfect Practice Advanced SoftPro

Quickbooks Adobe AIM+ LPS Encompass DocuSign Google Suite



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