Test a sample each month of all loans serviced by Loan Operations to ensure compliance with internal and regulatory standards.
Cross-trained on testing so that I am able to help when needed. Testing areas include Adverse Action, Consistency of Information, CRA, Daily Flood Insurance, Exceptions, FCRA, Ginnie Mae, HMDA, OFAC, Regulatory B, and Tila-Respa
Create reports and write departmental procedures
Loan Problem Resolution Specialist
Cadence Bank
03.2020 - 09.2021
Assist lending staff in the retail banking locations with all processes in Central Loan Operations including compliance, loan documentation, software, federal and state regulations, and bank policy and procedures
Log all calls and emails to Workfront to accurately record all assistance provideded
Work daily reports to ensure loans are setup and functioning properly
Assist lending staff with Loan Platform, ALS, NetTrax, Intracheck, Non monetary maintenance form, eforms and general ledger questions. This includes advising troubleshooting, submitting, researching, and correcting issues.
Production Planner
Signify-Daybrite
08.2018 - 06.2019
Work with management in coordinating and planning production activities to reduce runtime
Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications
Investigate production problems, analyze root causes and provide solutions. Escalate any complex issues to management for resolution
Work with purchasing and suppliers to make sure all components arrive on time for production
Analyze delays and interruptions and accordingly adjust production schedule to meet deadlines
Prepare daily and monthly reports to ensure production efficiency
Quote Support Officer
Signify-Daybrite
09.2009 - 08.2018
Manage price negotiations while working directly with representatives, customers, and sales team to make sure to provide the best pricing possible on bits
Design ETO(engineered to ordered) specification sheets with product nomenclature, drawings, and instructions
Design promotional marketing brochures with special pricing for field use
Maintaining and understanding of both new and old product offering to insure viable alternates can be offered to increase margin
National Accounts Service Coordinator
Signify-Daybrite
01.2005 - 09.2009
Receive, validate, identify and process customer orders
Handle all customer inquiries and complaints, as well as, assist field service in resolving problems that arise on job sites.
Work with outside sales force, sales representatives, and customer base to insure timely and accurate order entry
Assign appropriate commissions while reviewing price levels
Process and enter data into AS400 and SAP systems, creating open order file