Secured a role that leverages educational background and professional experience.
Work History
Workflow Coordinator/Document Administrator
7 Years 1 Month
Bank of America | 03.2006 - 04.2013
Conducted thorough reviews of new and renewed engagements to maintain data integrity of GFS/GUS information.
Interact with the client team on activity of GFS/GUS submissions.
Collaborated with client team to address and resolve discrepancies in engagement details, ensuring accuracy and completeness.
Coordinated the ordering of good standing certificates and status reports to ensure compliance for all participants.
Request and review legal entity documentation (Bylaws, Articles of Organization, Partnership Agreements) for participants.
Order and review UCC Searches and filings.
Order and review appraisals, through in-house vendors.
Assist with inquiries from the client team through the designated mailboxes.
Manual submissions though GFS for Sonar/CADD requests.
Document Administrator
Prepare loan documentation in accordance with bank policy’s and procedures for commercial and business banking loans.
Managed loan documentation processes, which involved ordering UCC searches and conducting thorough reviews of filings to maintain proper lien positions. Led initiatives to run BOP reports to validate rates and fees. Oversaw vendor relationships for title searches and policies. Directed the ordering and examination of appraisals and TAVIs through in-house vendors. Coordinated with the environmental department to analyze environmental questionnaires, Phase One orders, RDS reports, and site inspections.
Executed amendments to terms, including collateral rate modifications, payment releases, participant substitutions, and renewals of matured loans and lines of credit to ensure compliance and operational efficiency.
Work with line partners to ensure approvals are in accordance with bank policy’s and procedures for auditing.
Coordinated cross-functional workflows, enhancing collaboration between departments.
Managed a high volume of documents, ensuring accuracy and accessibility for all team members.
Scanned and uploaded documents from multiple functions within company.
Reviewed applications for accuracy, completeness, and adherence to underwriting guidelines.
Demonstrated respect, friendliness, and willingness to help wherever needed.
Loan Set-up Coordinator/Rebuttal Specialist
1 Year 11 Months
Option One Mortgage Company | 03.2004 - 02.2006
Executed registration of new loan submissions to streamline processing workflows.
Answer a large volume of calls on a multi-line switchboard.
Sorted and allocated incoming mail to support operational efficiency and timely correspondence.
Oversaw the process of ordering and reviewing rebutted appraisals, flood certificates, and credit reports to ensure compliance and accuracy.
Loan Technician/Receptionist
3 Years 2 Months
Flagstar Bank | 07.2000 - 09.2003
Answer a large volume of calls on a multi-line switchboard.
Registered new loan submissions through Loan Prospector and Desktop Underwriter.
Type commitment letters and fax tax returns to the auditing department for review.
Ultrasound Tech/Workflow & Operations Coordinator at Bright Light Medical ImagingUltrasound Tech/Workflow & Operations Coordinator at Bright Light Medical Imaging
Quality Materials Coordinator/Document Control Coordinator/Corrective & Preventative Action Administrator/QAIII at Lennox InternationalQuality Materials Coordinator/Document Control Coordinator/Corrective & Preventative Action Administrator/QAIII at Lennox International