To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
Work History
Mortgage Underwriter II
Wells Fargo
06.2019 - 12.2023
Reduced processing time for mortgage applications through diligent management of underwriting tasks.
Achieved high levels of accuracy in data entry and analysis, ensuring streamlined processes throughout the mortgage underwriting lifecycle.
Ensured regulatory compliance by maintaining up-to-date knowledge of industry guidelines and standards.
Collaborated with loan officers to clarify applicant information and expedite the underwriting process.
Worked with processing team members to communicate errors and obtain missing information for current applications.
Maintained mortgage program compliance with federal agencies such as VA, HUD, and FNMA.
Reviewed appraisals and title documents to verify accuracy and completeness.
Loan Document Specialist IV
Wells Fargo
11.2017 - 06.2019
Maintain compliance in the documentation process for Condo Project Reviews/NPRES (obtaining and reviewing HOA Certifications, Insurance Certificates, and Financials for condo projects.) Strong analytical skills with high attention to detail and accuracy Training and mentoring new hires entering the department Subject Matter Expert for NPRES Research and order Environmental Hazard Reports
Assisted in developing training materials for new hires, promoting consistency in document handling across the department.
Carefully reviewed all documents and reports for completeness and accuracy.
Evaluated current document processes, suggested methods for change and implemented successful improvements.
Used Adobe Acrobat, Blue Beam and ProjectWise for document management and enhancements.
Loan Document Specialist III
Wells Fargo
08.2016 - 11.2017
Manage NPRES mailboxes for Condo Project Approval, Specialized and Correspondent Workshare project with NPRES doc gathering – obtain the required documents for project approval, reaching out to HOA’s and insurance companies
Workshare project with RVS – Ordering and processing appraisals for high dollar properties Production Support for collateral underwriters – OPUS Underwriting/Orders Converting pdf/xml docs, uploading appraisals for underwriter review, transfer of appraisal, placing new appraisal orders for OPUS
Enhanced loan processing efficiency by streamlining document management procedures.
Collaborated with underwriters to resolve any discrepancies or issues in loan documents, facilitating smooth transactions.
Loan Document Specialist II
Wells Fargo
12.2015 - 08.2016
Manage a mass email inbox for FHA Case Number Requests Entering emails into the data base and verifying documents are correct Assigning FHA case numbers and logging appraisals in FHA connection Follow up on outstanding suspense items on the appraisal report for the appraiser to address
Collaborated with underwriters to resolve any discrepancies or issues in loan documents, facilitating smooth transactions.
Operations Analyst
Wells Fargo/Disys
05.2015 - 12.2015
Manage a mass email inbox for NCET (National Collateral Escalation Team)
Entering data into Collateral Central and assigning out to team members
Updating and creating Spreadsheets for Residential Valuation Services - high dollar properties in NYC
Contract/Temporary position with Disys
Medical Assistant
Twin Cities Pain Clinic
06.2014 - 04.2015
Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
Enhanced clinic efficiency by assisting physicians with routine procedures and diagnostic tests.
Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
Sanitized, restocked, and organized exam rooms and medical equipment.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Obtained client medical history, medication information, symptoms, and allergies.
Called and faxed pharmacies to submit prescriptions and refills.
Documented vital signs and health history for patients in clinic and hospital environments.
Scheduled appointments, registered patients, and distributed sample pharmaceuticals as prescribed.
Appointment Setter
HealthPartners
09.2012 - 08.2013
Streamlined the scheduling process by implementing an efficient online booking system, resulting in improved organization.
Developed strong rapport-building skills through daily interaction with diverse clientele over the phone.
Prioritized tasks efficiently to ensure all daily call quotas were met or exceeded without compromising quality of service.
Adapted quickly to changes in company offerings or processes, ensuring seamless communication of updated information to prospective clients during outreach efforts.
Answered phone calls and answered questions from potential customers.
Utilized CRM system to track and manage leads, keeping appointments organized.
Clinic Assistant
HealthPartners
07.2010 - 08.2012
Facilitated efficient patient flow by coordinating appointments, handling insurance verifications, and processing referrals in a timely manner.
Reduced wait times by swiftly completing administrative tasks such as data entry, billing procedures, and prescription refills.
Maintained strict adherence to HIPAA regulations by protecting patient privacy during all interactions and documentation processes.
Ensured a clean and welcoming clinic environment by performing routine housekeeping tasks such as sanitizing surfaces and disposing of biohazardous waste properly.
Continuously expanded knowledge of medical terminology through regular self-study efforts to enhance communication with colleagues and patients alike.
Set appointments for patients and reached out to reschedule appointments due to provider availability.
Helped front desk staff register and process patients.
Maintained adequate stock of medical supplies, equipment and forms in clinical areas.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Collected and documented patient medical information such as blood pressure and weight.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)