Quality Assurance Project Management
Resume:
Notary & Loan Signing Agent
TAVA
MARTIN
**********@******.***
SKILLS & ABILITIES
MS Office Suite (Word, PowerPoint, Excel)
Fiserv
Encompass Software
FHA, Commercial Loans
Closing Services
SharePoint
SQL
FIS
SAP
UAT Testing
Loan IQ
PeopleSoft
ACBS
CVAT software
Project Management
Leadership
Training
Finance Management
Organizational Skills
Multi-tasking
Attention to detail
Process & Procedures
Time Management
Qualtro
CEW
JIRA
CAREER PROFILE
Tava is a highly experienced business professional with over a decade of comprehensive involvement in the banking, finance, legal, and documentation sectors. Her career is marked by a proven track record in managing complex project data for quality assurance, designing and revising critical legal contracts, and adeptly handling documentation via platforms like SharePoint and UAT testing. Tava excels in maintaining rigorous contract files, managing fiscal operations, invoicing, and monitoring expenses, ensuring stellar contract performance and financial administration. Her ability to effectively collaborate across multiple business units to gather and document project requirements showcases her strong organizational and leadership skills. Proficient in an array of essential software including MS Office Suite, Loan IQ, and SharePoint, Tava brings a blend of technical prowess and strategic acumen to all her professional engagements, making her a valuable asset to any team in the Financial & Business Services sector.
Commercial Closer/ Funder Sep 2024 – Feb 2025
Essent Title Insurance Company
Prepare and review the closing statement, ensuring all fees required to clear title and record documents are included.
Obtain final payoffs for utilities, HOA, taxes, and other purchase closing items.
Collaborate with internal teams, clients, lenders, and other parties to gather required information and documents.
Balance the closing statement with all transaction parties and coordinate the closing schedule with lenders and agents.
Review and organize all necessary closing documents, ensuring accuracy and completeness.
Serve as the primary point of contact for clients, real estate agents, and lenders, providing updates and addressing inquiries.
Review the signed closing package and submit it for approval to ensure proper funding and disbursement.
Work closely with the Post Close and funding teams to verify disbursement details, including payees, addresses, and invoice accuracy.
Ensure accurate disbursement by reviewing the closing statement, confirming all payments, and balancing the final file.
Confirm all invoices are received and available for disbursement.
Loan Servicing Analyst III Jan 2024 – Aug 2024
Merrill Lynch - Bank of America (Dexian)
Spearheaded daily operations involving servicing and resolution of client and account maintenance issues to enhance data quality and integrity in collaboration with Operations teams, Business partners, and administration.
Engaged closely with cross-functional teams to support comprehensive thoroughness to continuously improve communication & results to ensure operational excellence and integrity across all servicing processes.
Addressed borrower's concerns regarding payments, loan terms, escrows & insurance payments.
Processed sensitive and confidential data, ensuring all operations adhered to stringent compliance standards, accuracy, and bank guidelines, implementing security measures to protect data integrity and confidentiality.
WORK EXPERIENCE
Loan Closer (Consultant) Jul 2021 – Jan 2024
Citibank - Private Bank - Tampa, FL
Monitored and managed contract terms, including billing and payments.
Ensured compliance with TRID & HMDA regulatory guidelines.
Facilitated communication across business lines and optimized loan coordination workflows.
Managed coordination of loan resources and financial documents.
Communicated with vendors, title companies, and closing attorneys.
Verified loan documents for accuracy and regulatory compliance before finalizing transactions.
Assisted in the preparation of loan closing packages and resolved any last-minute discrepancies.
Loan Analyst (Contract Position) Aug 2020 - Apr 2021
Wells Fargo (Digital Risk)
Oversaw complex contract loan data, including backlog management, data expenses, and reconciliation projects.
Collected project data to ensure compliance with quality standards.
Audited files to adhere to regulatory and legal requirements.
Assisted in project planning, focusing on processes and procedures to improve efficiency.
Utilized SharePoint for tracking deliverables, ensuring project milestones are met on schedule.
Proofread, edited, and format critical legal documents to maintain accuracy and compliance.
Prepared detailed monthly financial reports to track billing and payment accuracy.
Commercial Loan Administrator/Servicing III Jul 2016 – Oct 2019
Bank of America
Conducted business analysis and refined loan processing procedures.
Led UAT testing for customer onboarding and improved servicing workflows.
Managed financial records, billing, pricing, and loan structuring.
Ensured compliance with regulatory guidelines for hazard and flood insurance.
Assisted with internal audits and developed strategies to minimize financial risks.
Provided training and mentorship to junior team members.
Created loan reports and dashboards to track performance metrics and trends.
Resolution Contract Analyst Nov 2015 – Mar 2016
Deutsche Bank - Jacksonville, FL
Managed contract compliance, risk mitigation, and client/vendor payments.
Ensured adherence to regulatory standards and optimized contract performance.
Developed tracking systems to monitor contract performance and mitigate potential issues.
Worked closely with legal teams to ensure all contractual obligations were met.
Assisted with due diligence and risk assessments related to contract negotiations.
Contract Administrator Nov 2013 – Oct 2015
Fluor Federal Solutions - Jacksonville, FL
Managed contract terms, vendor agreements, and procurement compliance.
Oversaw financial reporting and expense monitoring for contract execution.
Reviewed and negotiated contract terms to align with business objectives.
Created comprehensive reports to document project costs and compliance metrics.
Developed process documentation and conducted compliance audits to identify risk areas.
Documentation Specialist Mar 2012 – Oct 2013
Bank of America - Jacksonville, FL
Reviewed and corrected legal mortgage documents, ensuring state compliance.
Trained new employees and ensured adherence to legal documentation procedures.
Managed document control processes and ensured the security of sensitive data.
Assisted with implementing workflow automation tools to improve document handling.
Created and maitained logs for document revisions and approvals.
Legal Administrative Assistant Sep 2006 – Feb 2012
Marks Gray, PA - Jacksonville, FL
Conducted legal research, organized case documentation, and managed client billing.
Assisted attorneys with litigation support and compliance documentation.
Coordinated scheduling for court appearances, depositions, and client meetings.
Developed and maintained legal case files, ensuring timely updates and accuracy.
Drafted and reviewed legal correspondence and contracts for accuracy.
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