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Detail-Oriented Mortgage Documents Specialist

Location:
Apex, NC
Posted:
March 31, 2026

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Resume:

PROFESSIONAL SUMMARY

I am a U.S citizen currently seeking an opportunity where I

can add value and my past job experiences to my work and thrive to become a valuable asset for my department and organization as a whole . To be part of an organization where I am also given the platform to grow my skills and work diligently to the best of my abilities.

EXPERIENCE

Remote Data Entry Specialist

March 2026 - Present Broadridge Financial, Apex, NC FINAL MORTGAGE DOCUMENTS SPECIALIST

December 2022 - March 2023 US Bank National Corporation, Raleigh, NC

MORTGAGE DOCUMENTS REVIEW SPECIALIST

September 2021 - November 2021 Wells Fargo, Raleigh, NC COLLATERAL PROCESSOR

December 2019 - January 2020 Cross Country Mortgage, Cleveland, Ohio

COLLATERAL PROCESSOR

June 2018 - March 2019 PNC Financial Services, Brecksville, Ohio

This is a 4 month Contractual Assignment ending in July with Broadridge Financial hired by Staffing Agency-Randstad .

To verify the accuracy and identify the deficiency in the final documents of the loans post closing in the retail pipeline.

Using the company specific application Final documents system, my job is to do a quality review of the documents uploaded and identify any discrepancies.

CORE mortgage tool, Microsoft Teams, Spreadsheets, Wire transfer, Validating closing documents, verifying final loan documents.

• Entering data into CORE system.

Validating wire transactions and Sending wire transactions for loan closings.

• Encompass, Microsoft Outlook, Microsoft Teams.

• Scanning loan documents and verifying final loan Documents.

CONTACT

440-***-****

******.*******@*****.***

Raleigh, North Carolina 27502

United States

SKILLS

• B2B Communication

• Phone Etiquettes

• Data entry

• VISI Release

• Encompass

• CORE banking tool

• Final Documents Review

• MS Teams

• Microsoft Excel- Spreadsheets

• MS Power Point

• Outlook

• Independent

• Detail Oriented

• Document verification

• Loan processing

• Wire transaction

• Problem solving

• Effective communication

• Time management

• Organization and time management

• Clerical support

• Microsoft Word

• Recordkeeping

• Microsoft office

PAMELA KHAUND

VERIFICATION SPECIALIST

July 2017 - April 2018 Corporate Screening Services Inc, Cleveland, Ohio

RESEARCH ANALYST

April 2013 - January 2014 Intellectual Research Services Pvt Ltd, Pune, Maharashtra

RESEARCH EXECUTIVE

January 2012 - February 2013 Fleming Gulf Conferences Pvt Ltd, Pune, Maharashtra

Verification of Loan Collateral Documentation, Reviewing, Recording and updating loan collateral Information in the system.

Utilizing standard procedures, executes standard collateral processing activities including perfections, continuations and releases in accordance with established policies, procedures and regulations.

To ensure appropriate materials and documentation are available to complete transactions.

• Reviews transactions and related documents.

Verifies work processes to ensure completeness, accuracy and conformance to established service levels.

Understanding of the necessity and value of accuracy and attention to detail.

Reviewing checks to be sent to all state/county for the fulfilment of the lien release in adherence to the state/county requirements.

• Conduct Pre- Employment screening via email, fax and phone. Data entry into the internal tracking system (BITS) with standard procedures.

Following Company Policies of non disclosure of PII information while Background investigation.

• Reports to Manager - Marketing.

To execute the research and contact discovery deliverables using primary and secondary research techniques.

Primarily responsible for telephonic research and data collection in Studies conducted on industries like Healthcare, IT, Telecom, Finance and more using Telephone and CATI(Computer Assisted telephone interview) software and CAWI(Computer assisted Web interview) processes.

Understanding project specifications, requirements & key deliverables.

Responsible for finding the key source(s) to harvest the relevant data with respect to specifications.

Following the standard operating procedures and internal quality guideline.

To execute the research and contact discovery deliverables using internet research and using professional network sites like

• Mortgage

• Proficient in 10-key

• Data entry skills

Uses of banking tools like the VISI

Release, LIS, Encompass, CORE

banking tool, Final Documents

Review

• MS Office

• Data verification

• Quality control focus

• Document scanning

• Verifying data accuracy

• Data input

• Attention to detail

• Adaptability

LinkedIn, zoom info etc.

Design and execute quantitative research projects using primary and secondary research techniques to create and present high quality leads to the Marketing team.

Project execution will include collecting research objectives, understanding the importance of 'Right Party Contact' and data extraction from various available sources.

Pay attention to detail and ensure that all project research needs are met and reflected in terms of revenue generated through the sales and sponsorship pipeline.

Scrutinise and filter existing data with a view to improve the quality and quantity of the information.

Scrutinise a variety of local/international publications, online portals and other data sources and extract and forward relevant contacts to Marketing Team.

I was certified for being a part of the team of the best project in the IT sector.

EDUCATION

Master's Degree in Human Resources and International Business

May 2011

Suryadatta Institute of Management & Mass

Communication, Maharashtra

Bachelors in Electronics and Telecommunications

Engineering

January 2009

Nagpur University, Maharashtra

HSC

January 2004

Cotton College

SSC

January 2002

Little Flower Catholic High School

PERSONAL INFORMATION

Total Experience: Financial Industry experience - 2 years and additional 3 years work experience in India.

• Citizenship: United States/U.S Citizen

REFERENCES

References available upon request



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