Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Hardworking professional with over ten years of experience. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Loan Operations Specialist II
Bankers Trust Company
06.2020 - Current
Prepare and balance daily and monthly account reconciliations for the Loan Operations department
Point of contact for insurance tracking vendor
Worked closely with our vendor to insure our hazard and flood insurance tracking is in compliance
Review and approve invoices for our force placed insurance premiums
Audit loan onboarding and insurance tracking
Process charge offs, payoff requests and maintenance requests
Provide excellent customer service for internal and external customers
Exchange Coordinator
Investors Title Exchange Corporation
02.2020 - 06.2020
Drafted legal documents for 1031 tax exchanges
Coordinated and managed client files
Documented financial activity and prepared disbursements
Escrow Technician I
State Employees' Credit Union
11.2019 - 02.2020
Disbursed escrow insurance payments
Balanced daily disbursals
Examined daily reports regarding escrow accounts
Provided customer service.
Loan Operations Representative II
Bankers Trust Company
01.2018 - 07.2019
Processed loan payments and advances
Balanced mortgage sold loans and fundings
Disbursed escrow payments
Audited and checked monthly reports
Boarded new loans on to IBS Insight
Assisted with projects for process improvement
Reconciled general ledger accounts.
Loan Operations Representative
Bankers Trust Company
05.2014 - 01.2018
Processed loan payments and advances
Balanced mortgage sold loans and fundings
Disbursed escrow payments
Audited and checked monthly reports
Boarded new loans on to IBS Insight
Assisted with projects for process improvement
Reconciled general ledger accounts.
Consumer Services Representative
Bankers Trust Company
06.2013 - 05.2014
Provided customer service
Handled cash transactions
Balanced cash drawers
Promoted products and services
Performed monthly audits.
Education
Bachelor of Science - Apparel Merchandise, Design, And Production
Iowa State University
Ames, Iowa
12.2012
Skills
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Loan expertise
Banking operations knowledge
Consumer banking
Process Improvement
Info Access: Loan Servicing System
Laser Pro: Loan Origination Software
Encompass: Mortgage Solutions
FIS Global/IBS: Core Banking
OnBase: Enterprise Information Platform
Timeline
Loan Operations Specialist II
Bankers Trust Company
06.2020 - Current
Exchange Coordinator
Investors Title Exchange Corporation
02.2020 - 06.2020
Escrow Technician I
State Employees' Credit Union
11.2019 - 02.2020
Loan Operations Representative II
Bankers Trust Company
01.2018 - 07.2019
Loan Operations Representative
Bankers Trust Company
05.2014 - 01.2018
Consumer Services Representative
Bankers Trust Company
06.2013 - 05.2014
Bachelor of Science - Apparel Merchandise, Design, And Production