Implemented and executed client care plans in conjunction with care team
Facilitated Instrumental Activities of Daily Living
Managed medical appointments, medication schedules
Tracked chronic conditions and assessed client pain levels
Provided additional stability and companionship to clients' lives.
Remote Mortgage Loan Processor Assistant
Mortgage Network Inc.
03.2020 - 08.2022
Collaborated with loan officers and operations team to ensure the highest customer satisfaction rating on every transaction
Identified closing disclosure errors and updated loan fees prior to disclosing which improved accuracy and compliance
Implemented a streamlined process for submitting final credit packages to underwriting which improved overall efficiency and achieved high loan approval rates and reduced loan processing time
Post Closing Specialist
Plaza Home Mortgage Inc.
07.2014 - 01.2017
Shipped over 50 collateral daily to special investors within rush trade deadlines
Coordinated with attorneys, title/escrow companies to clear deficiencies on unsalable loans
Reviewed and validated details of loan applications and closing documentation
Provided training and mentorship to new team members, contributing to a smooth onboarding process and team productivity
Operations and Controls Specialist
Prudential Financial
11.2007 - 08.2012
Facilitated onboarding of new managers and financial services professionals
Mentored marketing assistants and trained intern team in administrative functions