Experienced Financial Services Professional with Compliance Emphasis

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Barbara Gollis

*******@*****.*** Eloy, 85131, United States 623-***-**** Summary

A seasoned professional with extensive experience in financial services, including mortgage processing, claims management, and customer service. Proven ability to manage complex processes, ensure regulatory compliance, and deliver exceptional service. Master's Degree in Leadership and a strong background in public safety. Work Experience

Escrow Processor, First American Title/Axelon Employment Services, Phoenix, United States 05/2024 – 10/2025

Executed post-closing procedures and facilitated payments for closed mortgages, Real Estate loans, and Commercial loans.

Disbursed commission checks to brokers and processed insurance checks for home insurance and warranties.

Administered wire transfers for payoffs and automatic payments. Coordinated refund checks for buyers and sellers.

ESO-Research & Adjustments Rep. III, Bank of America, Phoenix, United States 01/2022 – 03/2024

Directed claims processing activities, collaborating with Estate Administrators who manage the finances of deceased estates.

Ensured compliance with state mandates and bank standards, providing timely service in accordance with service level agreements during sensitive client interactions. Service Delivery Coordinator, CBRE Facility Source Coldwell Banker, Phoenix, United States 01/2020 – 12/2021

Facilitated work order processing to deploy service professionals for client repair needs, encompassing HVAC, electrical, and plumbing issues, as well as minor services like janitorial tasks.

Customer Care Agent, TTEC, Phoenix, United States

02/2019 – 12/2019

Finish

Processed inbound Verizon calls, troubleshooting customer issues related to billing, service additions, and disconnections as necessary.

Conducted outbound calls for FedEx, engaging small business customers to update their accounts while achieving sales and retention goals. On-Going, AZ State Department of Child Safety, Phoenix, United States 09/2017 – 03/2018

Coordinated with families to ensure compliance with court-required services aimed at reunification.

Collaborated closely with Professional Counselors, families, and Foster Parents during active service periods.

Authored Court Reports and Case Plans, meticulously monitoring family progress on a monthly basis.

MORTGAGE PROCESSOR II, US BANK, Scottsdale

07/2016 – 05/2017

Facilitated coordination of customer applications for home purchases or refinancing, ensuring compliance with bank policies to maintain efficiency. Processed FHA, VA, and Conventional loans.

EDUCATIONAL COUNSELOR, GREENWOOD HALL, Phoenix

04/2015 – 04/2016

Acted as a liaison between students and admissions for Master's and Doctoral Degree Programs at USW.

Developed and maintained an accurate database for admissions processes. Provided regular insights to the enrollment team regarding issues and questions from candidates.

Temporary Position/Mortgage, USAA, Phoenix, United States 05/2009 – 05/2010

Processed mortgage loans at USAA, including IRRL, and engaged with Wells Fargo on loan modifications through HARP and HAMP programs and new conventional purchases. Prior mortgage background along with consumer loans, HSBC, Phoenix, United States 01/1998 – 04/2009

Education

Master's Degree, Leadership MSL, Grand Canyon University, Phoenix, United States 02/2019 – 11/2020

Achieved a GPA of 3.73.

BS, Public Safety and Emergency Management, Grand Canyon University, Phoenix, United States

08/2010 – 07/2016

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Achieved a GPA of 3.4.

Minored in Public Safety and Emergency Management. Interests

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