Analytical and adaptable professional with a background in loss mitigation and bankruptcy law. Known for first-call resolution and managing financial documents, ready to leverage expertise to enhance client support and operational efficiency.
Overview
7
7
years of professional experience
Work History
Home Lending Specialist
JP Morgan Chase & Co
03.2024 - Current
Assisted clients with mortgage options and tailored financial solutions.
Conducted outreach activities such as phone calls or emails to customers regarding payment status or overdue accounts.
Provided training and support to junior lending staff on procedures.
Bankruptcy Paralegal
NBS Bonial & Associates
01.2023 - 03.2024
Managed document production process including redacting confidential information from documents before release.
Assisted attorneys in preparing proofs of claim or objections to claims filed by creditors.
Provided support to attorneys in the review of financial documents, including tax returns, pay stubs and other income sources.
Loss Mitigation Analyst
loanDepot
01.2021 - 01.2023
Reviewed loan applications for compliance with government regulations and internal policies.
Tracked performance metrics related to loss mitigation activities including delinquency rates, success rates and turnaround times.
Responded promptly to inquiries from customers, lenders, title companies or other parties involved in the loan modification process.
Home Lending Specialist
US Bank
01.2019 - 03.2021
Maintained accurate records of customer interactions in the CRM system.
Escalated complex issues to appropriate departments for resolution and follow-up.
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Surpassed sales goals through implementation of successful marketing strategies.