Investor Reporting Regulatory Compliance

ELIZABETH TAYLOR

Houston, Texas 972-***-**** ************.**@*****.*** linkedin.com/in/liztaylor972/

PROFESSIONAL SUMMARY

Experienced and detail-oriented financial operations professional with over 15 years of experience in mortgage servicing, investor reporting, and regulatory compliance. Adept at managing complex account reconciliations, supporting audits, and collaborating across teams to ensure financial accuracy and integrity.

CORE COMPETENCIES

Investor Reporting & Remittance

Custodial Account Reconciliation

Regulatory Compliance & Audit Support

Loan Processing & Documentation

System Proficiency: Black Knight MSP, SBO 2000, SAP, AS400, Microsoft Dynamics NAV, Cognos, Encompass

PROFESSIONAL SKILLS & EXPERIENCE

Investor Reporting & Financial Operations

- Prepared and distributed monthly investor reports across multiple portfolios.

- Managed remittance activities, ensuring timely and accurate financial processing.

- Reconciled custodial accounts and maintained general ledger accuracy.

- Processed loan modifications and reporting adjustments in compliance with investor guidelines.

Compliance & Audit Support

- Uploaded and certified HMDA Loan/Application Registers (LARs) to meet federal reporting requirements.

- Assisted with internal and third-party audits by providing complete documentation and support.

- Developed and updated compliance documentation in response to regulatory changes.

- Delivered executive-level compliance presentations to leadership teams.

Systems & Tools Proficiency

- Proficient in Black Knight MSP, SBO 2000, SAP, AS400, Microsoft Dynamics NAV, Cognos, and Encompass.

- Conducted loan maintenance within SBO 2000 and MSP for all borrower activity, including default, reinstatements, and payoff activities.

- Trained new hires on proprietary servicing systems and reporting procedures.

Business & Client Operations

- Operated a successful freelance pet-sitting business, managing scheduling, client communication, and billing.

- Maintained a high customer satisfaction rating and streamlined daily operations using digital tools.

- Demonstrated excellent time management and multitasking across business and personal priorities.

WORK HISTORY

Freelance Business Operator – Self-Employed, Mar 2022 – Present

Investor Reporting Analyst – Rushmore Loan Management Services, Sep 2021 – Mar 2022

Business Control Specialist I – PennyMac Mortgage, LLC, Dec 2020 – Jul 2021

Mortgage Investor Reporting Analyst – First United Bank & Mortgage, Sep 2020 – Dec 2020

Sr. Investor Reporting Analyst – Citi Mortgage Master Servicing Division, Oct 2006 – Sep 2020

EDUCATION & CERTIFICATIONS

Brookhaven College, Farmers Branch, TX

General Studies

Udemy – Certificate of Completion

Mortgage Loan Processing

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