Mortgage Operations & Documentation Specialist

Michele Vann

***** * ***** **

Peoria, AZ *****

Tel: 323-***-****

Email: **************@***.***

OBJECTIVE

To seek a full-time employee position where my skills and qualifications can be utilized to their maximum potential.

QUALIFICATIONS AND SKILLS

•20+ years within the Mortgage, Clerical, Customer Service and Data Entry field

•Able to act as a liaison between clients and operations

•All office clerical functions

•EDGE, AS400, Calyx Point, MSWord, Excel, Microsoft Outlook, FICS Loan Servicing System, SAP, FOP System, Electronic Documents Manager (EDM) and CORE.

WORK HISTORY

Wells Fargo Bank 4/19 - Present

Loan Funding Processor

•Be responsible for supporting the loan funding team with moderately complex loan operational tasks

•Identify ways to improve individual work processes within established procedures

•Perform multiple moderately complex operational tasks relating to the mortgage closing and funding processes

•Receive direction from supervisor and escalate questions and issues to more experienced teams

•Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

•Interact with internal and external clients

•Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

•Sending out loan funds by wire to title companies and escrow companies

Disys/Wells Fargo 03/18 to 04/19

Loan Document Specialist III (Contract Employee)

•Review and identify confidential documents received via fax and email and upload them into the correct application folder for underwriters to review Electronic Document Manager (EDM).

•Receive USPS and confidential documents and manually scan them into the EDM system and upload them to the customer application on file for UW to review.

•Manually create Regular B increase Conditional Approval letters working from an Excellent spreadsheet to mail out to our customers information about their approval and conditions needed to complete their Home Equity Application process.

•Partner closely with Underwriters, Bankers, Loan Processors and Loan Fulfillment staff from loan origination through funding.

•Educated new hires on the uploading process of EDM and EDM functions and inform of day-to-day operations of the Fulfillment and Closing Support Department.

Randstad/Capital Group 02/16 to 8/17

Client Service Rep (Contract Employee)

•Provided services to shareholders and financial planners throughout the country.

•Accurately processed incoming and outgoing investments/redemptions transactions

•Created and modified accounts

•Managed reports daily. Sending mail, including account statements, year-end tax forms and reports

•Provided QAP assistance in quality control.

LA Business Personnel/Southern California Edison 10/14 to 10/15

Administrative Aid 2 (Contract Employee)

•Provided admin support to the PMA (Performance Management & Analysis) Department

•Filed electronic and paper documents, including processing of FOP safety inspection/maintenance regulatory reporting regulations

•Entered service work order forms into system for field crew workers

•Researched, validated and updated inspection plans for compliance

•Gathered, analyzed and updated information for change in distribution inspection notification orders in SAP

•Performed other duties and responsibilities as assigned

•A role model in following all SCE safety programs and practices

United States Postal Service 11/13 to 1/14

Casual Mail Handler (Contract Employee)

•Operated various types of equipment, such as computer scanning equipment, addressographs, mimeographs, optical character readers and bar-code sorters

•Searched directories to find correct addresses for redirected mail

•Cleared jams in sorting equipment and deadlines

The Century Group/Colony AMC 5/13 to 5/13

Document Reviewer (Contract Employee)

•Reviewed files, records and other documents to obtain information to respond to requests

•Typed, formatted, proofread and edited correspondence and other documents

•Communicated with customers, employees and other individuals to answer questions

•Maintained and updated filing, inventory, mailing and database systems

•Operated all office machines and functions

Disys Solutions Inc./Bank of America 7/10 to 4/11

Home Service Specialist II (Contract Employee)

•Analyzed and underwrote loan files to investor guidelines

•Manual and automated underwrote with LP and DU engines

•Cleared underwriting conditions and release loans for closing

•Reviewed files checking all documents including title policies, deeds, mortgages, notes and appraisals

•Reviewed Conventional, FHA, VA, Post Closing/HMDA reviews, Payoffs, loan funding and closing

•Monitored all files in pipeline to ensure all closing deadlines and rate locks were met

Financial Services Network Group, Inc. 2/96 to 3/08

Sr. Loan Processor

•Verified and examined information and accuracy of loan application and closing documents

•Interviewed loan applicants to obtain personal and financial data to assist in completing applications

•Assembled and compiled documents for loans, such as title abstracts, insurance and tax receipts

•Answered questions and advised customers regarding loans and transactions]

•Notified by mail, telephone or in person concerning acceptance or rejection of application

•Recorded applications for loan and credit information for disbursement of funds

•Prepared and typed loan applications, closing documents, legal documents, letters, forms, government notices and checks

•Calculated, reviewed and corrected errors on interest, principle, payment and closing cost

EDUCATION

George Washington Prep High School (Diploma) 1989 to 1991

Humboldt State University 1991 to 1992

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