Summary
Overview
Work History
Skills
Timeline
Generic

Alison Tschaekofske

Jacksonville,Florida

Summary

Experienced mortgage loan review specialist with a proven track record in meticulously verifying eligible collateral documentation. Conducts thorough assessments to ensure regulatory and third-party compliance and standards are met. Proficient in identifying discrepancies and mitigating risks while maintaining a high level of accuracy and efficiency. Strong attention to detail and commitment to delivering quality results within deadline-driven environments. Excellent communication skills. Skilled in relationship building and customer problem solving.

Overview

11
11
years of professional experience

Work History

Loan Closer

Ffcfc
07.2024 - 12.2024

Review loan documents, prepared closing documents assisted attorneys, borrowers and lenders with the closing process.

Treasury Analyst (FHLB Document Review Specialist)

EverBank
08.2013 - 04.2024
  • Served as primary relationship manager with Collateral Management team at the Federal Home Loan Bank
  • Subject matter expert with residential mortgage documentation and able to identify issues regarding documentation requirements, subordinations, modifications, etc
  • Updated and submitted monthly records to third-party servicer to update internal record characteristics and eligibility categories
  • Managed and approved over 4000 residential loans and HELOCs as eligible collateral assets
  • Led the training and development of a team of individuals to be proficient in identifying collateral documentation and assessing criteria necessary for qualifying eligibility
  • Maintained a ten-year 100% streak with no external audit findings
  • Implemented numerous processes for creating efficiencies in per loan review times and minimizing time need to identify ineligible criteria
  • Oversaw the adoption of changing guidelines for eligibility in collateral standards (i.e., Pace County, covid modifications and extensions)
  • Averaged 50+ loans reviewed per week
  • Actively engaged external parties in order to source essential documentation through county websites, title companies and document custodians
  • Served as project manager to oversee dozens of internal request threads to source audit materials
  • Managed the electronic submissions to internal database for mortgage records
  • Maintained thorough procedural documentation responsible for tracking sensitive audit requirements
  • Coordinated the scheduling of annual on-site audit from the Federal Home Bank of Atlanta, including sourcing workspaces, technology and managing internal and external schedules

Skills

  • Microsoft Office Proficiency
  • OnBase
  • Virpak
  • MSP
  • Mortgage Loan Review
  • Verification of Collateral Eligibility
  • Regulatory Standards Knowledge
  • Third-party Compliance
  • Risk Mitigation
  • Residential Loans
  • HELOCs (Home Equity Lines of Credit)
  • Training and Development
  • Assessing Audit Findings
  • Workflow Optimization
  • Professionalism and courtesy
  • Attention to detail
  • Customer relationship development
  • Patience and empathy
  • Listening and comprehension
  • Relationship building
  • Problem-solving
  • Phone etiquette
  • Confidentiality awareness

Timeline

Loan Closer

Ffcfc
07.2024 - 12.2024

Treasury Analyst (FHLB Document Review Specialist)

EverBank
08.2013 - 04.2024
Alison Tschaekofske