Ashley Heard
Cleveland
Summary
Document management professional with 10-year background in Loan Servicing environments. Coordinates files and maintains workflows in compliance with business, customer and project management needs. As a Specialist with demonstrated success negotiating, researching and communicating effectively. I have inspired leadership vision, direction, development and maintenance of multiple complex contracts directly impacting business strategies of organization. Strong organizational skills to think strategically and react quickly to internal and external needs.
Overview
12
12
years of professional experience
Work History
Final Documents Specialist
Cross Country Mortgage
08.2023 - Current
- Prepared, maintained, stored, and managed documents for the company
- Ensured documentation compliance with regulatory and internal quality practices
- Handled customer problems and responded to customer requests for information.
- Prepared documents to be shipped via Fed Ex to their specific investors per company guidelines .
Insurance Processing
First Federal Savings & Loan Westlake
09.2019 - 05.2023
- Performed document processing and record keeping tasks associated with customer accounts
- Processed new insurance policy applications on existing accounts
- Completed reports and provided administrative support
- Handled customer problems and responded to customer requests for information.
Bank Receptionist
Mortgage Basics
03.2012 - 10.2018
- Welcomed visitors by greeting them in person or over the telephone
- Directed visitors by maintaining employee and department directories
- Maintained security by following company procedures.
- Assisted with loan audits during downtime
- Audited new loans by looking at numerous loan documents and files to make sure our system has the correct information listed on the loan and update legal documents to a shared drive for other new loan audit locations .
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained confidentiality of information regarding clients and company.
Education
Associate of Arts - English Literature
Cuyahoga Community College
Cleveland, OH04.2007
Skills
- Content Management
- Software Documentation
- Editing and proofreading
- Web content development
- Product Knowledge
- Complaint resolution
- Data Collection
- Microsoft Outlook
- Microsoft Office Suite
- Computer Proficiency
Timeline
Final Documents Specialist
Cross Country Mortgage
08.2023 - Current
Insurance Processing
First Federal Savings & Loan Westlake
09.2019 - 05.2023
Bank Receptionist
Mortgage Basics
03.2012 - 10.2018
Associate of Arts - English Literature
Cuyahoga Community College