Amy Washburn
Thornton,CO
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Overview
8
8
years of professional experience
Work History
Customer Accounts Manager
Universal Lending Corporation
09.2015 - 11.2022
- Established and maintained primary client contacts, ensuring effective communication for account-related issues
- Implement effective strategies to grow existing accounts and identify opportunities for upselling or cross-selling products and services
- Pioneered seamless communication channels among teams, optimizing solution delivery timelines and ensuring consistent customer support
- Analyzed customer data and feedback to identify trends, preferences, and areas for improvement, informing strategic decision making
- Reviewed account performance metrics and generated comprehensive reports for management, emphasizing successes, challenges, and recommended actions
- Organized the processing of new file submission documents and services, which encompassed Verifications of Employment, FHA/VA case numbers, and Flood Certs
- Maintained accurate records of all transactions in the company's database system.
- Enhanced file closure efficiency through the implementation of comprehensive data integrity protocols
Document Control Specialist
WJ Bradley Mortgage Capital
06.2014 - 07.2015
- Maintain and organize document repositories to help ensure all files are accurately labeled and easily accessible
- Provide training and support to staff on document control processes and software tools
- Implement document management procedures to ensure compliance with regulatory standards and company policies
- Review documents for accuracy, completeness, and adherence to formatting guidelines before distribution
- Collaborate with cross-functional teams to coordinate document workflows and facilitate efficient document approvals
Education
GED -
College America
01.2012
Skills
- Problem-Solving
- Time Management
- Mortgage Documents
- Strong Work Ethic
- Attention to Detail
- Organizational Skills
- Opening and closing procedures
- 3rd Party Verifications
- Order Servicing and Management
- TRID
- Written and Verbal Communication
- Client Relationship Building
Timeline
Customer Accounts Manager
Universal Lending Corporation
09.2015 - 11.2022
Document Control Specialist
WJ Bradley Mortgage Capital
06.2014 - 07.2015
GED -
College America
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