Tricia A. Lawson adzi1i@r.postjobfree.com 504-***-****

*** ****** **** ***** *******, Ms. 39564

WORK EXPERIENCE:

OTDA-ERAP/Guidehouse via Apex -May 2021 –Oct. 2021

Housing Specialist/Case Manager-Remote Contract position - Responsible for processing applications for COVID-19 affected applicants/tenants (in New York City) with rental/housing assistance for arrears and prospective months. Ensure and confirm information submitted by applicants to then submit to Quality Review for approval. Assess housing barriers of individuals and families experiencing homelessness and affected by COVID-19 to determine housing and service needs. Completes Intakes, Discharges, Initial Needs Assessments, Case conferencing. Develop a housing procurement, financial, and self-sufficiency case Management plan with clients.

Freedom Mortgage Corporation - August 2020 to March 2021

Wholesale Mortgage Loan Closer - Prepare closing documents by ensuring that they are accurate to have a fully compliant mortgage loan; by carefully reviewing documents for errors, confirm pricing and program is correct to insure loan will be funded. Point of contact with Closing Agent, Settlement Agent, Title Company, Broker, and the Account Executive to answer questions, resolve issues and gather necessary information for accurate document preparation and coordinate delivery of the documents before closing. Ensure compliance (State & Federal regulations) that all terms are met with Brokers, Closing/Settlement Agents, and Title company on any outstanding conditions required to fund the loan.

Keesler Federal Credit Union - July 2019 to January 2020

Post-Closing Loan Servicer - Review and Respond to the General inbox and Mortgage Servicing

Inbox. 5 reports, (3 daily; 1 weekly; 1 monthly). Retrieve, review, setup and send to (3rd party)

Servicing Company post closed loans. Send Escrow(s) amount to accounting along with Closing

documents. Verify, confirm and update/data entry on sent loans. HELOC check requests, Payoff

requests and HELOC Fundings along with the draws. Update/data entry for all incoming HOI and

Flood Insurance. Review, update and file Incoming Deeds of Trust and Title Policies as well as

conditions (if needed).

PrideStaff Staffing Services - May 2017 to May 2019

BXS Insurance – Bancorp South – Administrative Assistant – Quotes, Dictations and coordinated appointments for 3 to 5 insurance agents. Reception and Secretarial duties as needed for the office, review & respond General inbox and general clerical duties. Pediatric Mental Health Clinic - Administrative Assistant – Coordinated appointments, follow up and prescription pickups for patients. Prepared for daily appointments (pull and update files, wipe down, clean up and sanitized all rooms and reception area). Data entry and check out patients. Review office inbox. General clerical duties.

The Citizens Bank of Philadelphia- November 2016 to March 2017

Mortgage Loan Processor/Closer - processed all incoming loans (commercial & residential) for the Gulf Coast region. Prepared loan applicant submissions (Tax Returns, Verification of Employment, Verification of Mortgages and/or Rent, Self Employed P&L Statements, Credit Report Validations, Bank Statements) and upon receipt of Underwriters final approval, prepared loan packages (Title Insurance, Homeowners Insurance, P&I Statement, Amortization Schedule, Truth-In Lending, Good Faith Estimate) for closing. Updated, retrieved, and renewed all (annual) documents required for compliance.

The Peoples Bank – October 2014 to November 2016

Mortgage Loan Clerk II –Quality Control: Review, retrieve and update required documents and

information on all closed loans for compliance. Document Prep. and process/book loans for

Lenders/Loan Officers. Maintain, update and retrieve insurance documentation (Flood,

Wind/Fire) on escrowed borrowers. Maintenance, index, scan and review QC loans. Create and

manage spreadsheets/reports and inquiries on all QC loans daily for management and other

loan departments. As well as data entry, filing, administrative and general clerical duties.

Oral Surgery Services, LLC - July 2013 to June 2014

Administrative Assistant for the Business Manager - Monitored and scheduled Info Mail (57

Doctor Referrals), handled mail distribution, patient charting of On-Call weekend notes, handled patient records/file management by scanning, electronic data filing and labeling of record packages of patient charts. Handled Human Resource functions for 30 employees; time off scheduling and time sheets, monitoring of Doctors Licenses and CME credits to ensure

certificates were current and valid, and communication via employee communiqué and

calendars. Monitored and processed Metroscript/Metroscribe dictations for the Surgery Center

Doctors. (Relieve Medical Receptionist)

Accounting Support: company credit card - bill reconciliation, vendor payables, sorting of vendor invoicing and Bills of Lading for Implants and Instrument Sterilization manifests, and the Oral Implant tracking for returns and restocking with vendors.

WWII Museum - March of 2012 to July 2013

American Sector Restaurant – Hostess/Customer Service Representative where the position

entails meet, greet and seating of customers, and logging reservations for a facility which

typically exceeds 300 guests per day.

Stage Door Canteen – Marketing Sales Agent for the food and shows as the direct link to

Greyline Tours and Cajun Encounters where we handle more than 100 guests per day.

Yates & Yates Architects, Inc. - From March of 2008 to May of 2008

Employed as an Office Assistant to support the Architects with administrative and clerical duties,

filing, dictation of letters, bid responses, coordination of meetings and functions and delivering

of plans/specifications.

Crescent Renovation Co. LLC - From November of 2006 to February of 2008

Office Manager for a Renovation Contractor maintained an excellent track record of completing

projects ahead of schedule & under budget. Maintained company contacts to ensure a strong

working relationship with developers, architects, engineers, subcontractors & suppliers.

Implemented a company needs assessments through research, which resulted in procuring

hardware and software, developing spreadsheets that monitored workflow, project costs

and control of project inventory.

Contract Loan Processing - May of 2003 to October of 2006

Loan Processor for Loan Brokers - duties included preparing loan applicants submissions (Tax

Returns, Verification of Employment, Verification of Mortgages and/or Rent, Self Employed P&L Statements, Credit Report Validations, Bank Statements) and upon receipt of Underwriters final approval prepared loan packages (Title Insurance, Homeowners Insurance, P&I Statement, Amortization Schedule, Truth-In Lending, Good Faith Estimate) for closing.

Aames Home Loan - March of 2002 to April of 2003

Account Manager for Loan Processing - Managed and processed a territory consisting of 3

states, responsibilities included the handling of all pre-qualified and full loan package

documentation to be delivered to the Aames Internal Underwriting Office for final approval.

Worked directly with State Account Executives and Brokers to handle any items needed to

support the validation and verification process of loan packages submitted. Developed final

loan packages for mortgage closings upon receipt of the final approval from Underwriting.

Family Service of Greater Baton Rouge - December of 1998 to February of 2002

Family Loan Program Coordinator - In this position facilitated, implemented, and developed.

material and brochures for an effective family loan program for low-income families. Provided

training and educational opportunities to the low-income families, supervised and worked with

diverse populations and maintained their confidentiality. Handled all aspects of loans.

(Originating, processing, underwriting, closing, and collections) where the loans could be used by participants to supplement income to pay for cars, financial rental arrears, appliances and

education with the premise to try and get off governmental assistance programs.

Implemented marketing and advertising (i.e., interviews, public speaking, and presentations)

through use of my written and oral communicational skills. Maintained the monthly service

records for statistical reports of services generated for our funders and ensured their accuracy.

United Companies Lending Corporation – 1996 to 1998

Ginger Mae – Loan Analyst II - Managed and processed a territory consisting of 4

States. Responsibilities included the handling of all pre-qualified and full loan package

documentation to be delivered to the Internal Underwriting Office for final approval.

Worked directly with State Account Executives, Brokers, Appraisers and Closing Attorneys to handle any items needed to support the validation and verification process of loan packages submitted. Developed final loan packages for mortgage closings upon receipt of the final approval from Underwriting and prepared the closing package to Closing Attorneys

Sunburst Mortgage / Union Planters Mortgage – 1991 to 1996

Assistant to Vice President and Mortgage Loan Secretary to Account Managers for Loan Processing. Handled multiple items to support the validation and verification process of loan package submittals. (Data entry; call/mail verifications; Retrieval of annual documents according to compliance)

ATTRIBUTES:

● Excellent communication, strong business acumen and organizational skills.

● Team and deliverable oriented person; meticulous and focused analytical thinker

● Great customer service skills training that foster customer confidence.

● Experience in expediting and closing A Paper; B/C Paper (conforming and non-conforming).

FHA and VA Streamline Loans

● Ability to coordinate and work with multiple Brokers, Lenders, Appraisers, Inspectors,

Architects, Contractors, Developers, Title Companies and Attorneys

Management and Training Course Development and Delivery.

KEY SKILLS:

● Knowledge of Microsoft Office applications; Word, Excel, Outlook, etc.), Acrobat Adobe-PDF

Converter and DC PRO; Dragon Dictation, Agilysys-Visual One; Calyx-Point and Internet

Research. Synergy Capture/Client User; UltiPro; KFCU Portal, the KNERD and Dept. Direct.

FM Engage; EDMS; Process Portal/BPM and Lakewood (DOS type)

● Knowledge of Windows 10; Synapsys; Mortgage Bot/Finestra; LOS; Symitar; DMI Loan

Connector; Episys Quest; DMI Secure Transport; Acrobat Adobe Creative Cloud.

● Knowledge of Telephone & Hardware, such as PS Valve Point; Isotec System; ISDN 6508 T

System; Sharp, Apple, Dell; 10 Key Calculator and HP Mortgage Calculator.

Knowledge of Raiser’s Edge and Criss + Cross, Nonprofit programs and Windent.

EDUCATION/PROFESSIONAL DEVELOPMENTS:

1989 - John Jay Beauty College - Diploma/License

1984 - (NOCCA) New Orleans Center of Creative Arts - Diploma (Dance)

1984 - Marion Abramson Senior High – Diploma

2014 - Microsoft applications- Advance seminar

2013 - Microsoft applications- Intermediate seminar

2009 - Fantastic Sams Stylist Development (CE)

2002 - Calyx Software – Point (Advanced) LA

2001 - Calyx Software – Point (Beginners) TN

2001 - Glen Sheppard – “Give Me My Money Please!”

1996 - Fred Pryor Seminar – “Exceptional Customer Assistance”

1995 - Fred Pryor Seminar – “The Exceptional Assistant”

1994 - Sue Cooper, MA Communication – “Time Management –

University of LA - Lafayette – “How to Get People to Pay”

2019 - ElleMae AllRegs (12 courses) completed/Certificates

2019 - CUNA required (21 coursed) completed/Certificates

2019 - Stickly on Security courses randomly.

2020 – CE on - ElleMae AllRegs and CUNA into 2021

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