Experienced and knowledgeable professional with a 20+ year career of providing effective paralegal, legal, real estate and commercial loan and Customer support. Targeted area of profession to include Identity and Access Management, Cybersecurity Analyst role.
Overview
10
10
years of professional experience
Work History
Customer Service Representative
Spectrum/Charter Communications
11.2023 - Current
Troubleshooting and resolving mobile customer technology and service issues, including repair, billing, and accounts
Tech-savvy problem solver who can multitask to repair a variety of services and equipment
Provide over-the-phone support on a wide range of mobile products and services, diagnostics, enhancements and repairs.
Senior Escrow Closer
Doma Insurance Agency
05.2021 - 02.2023
Preparation of Closing statements/ALTA’s in the draft, initial and final stages
Perform data gathering and receive lender final documents for closing to ensure accuracy and Closing Disclosure balancing with all applicable Lender and Title company fees
Forward final closing packages to Notary portals for closing
Conduct quality control audits and compliance management of files to ensure accuracy to resolve any outstanding problems and/or issues
Evaluate information based on audit findings
Report those findings to Management.
Legal Professional Assistant
Parker Poe Adams & Bernstein LP
10.2018 - 04.2021
Legal Assistant support to 5 Attorneys and 2 Paralegals in the Commercial Banking and Finance practice Group
Assist with the preparation of Commercial loan closing documentation and distribution to the respective Lenders
Maintain excel spreadsheet of all commercial loan closings in the pipeline
Copy, scan and fax items upon request
Distribution of mail to the Attorneys
Draft Attorney letters/correspondence as requested
Utilize Big Hand to transcribe messages and correspondence from Attorneys
Upon request prebills are printed regularly and manual hand invoices are prepared
End of the month when prebills are sent from accounting, invoices are sent to clients
This consists of printing out the invoices and preparing correspondence to each client to include the invoices
Coordinate loan closing packages that are received from Borrower’s Counsel which includes the review of all documents for accuracy and making sure all documents are signed, notarized
Print off all closing documentation and put the signature pages with the final versions of the documents
All documents are scanned individually and upload to Imanage/Filesite
Letters are prepared to the Lender and the loan packages are delivered to the Lenders
Document creation/preparation
Documents can range anywhere from 5 (example, loan modification) to up to 50 documents in one closing (some closings may have a 1st and 2nd mortgage)
Assistance in preparing/sending Motions to courts for filing
Letters/motions sent to Sheriff Departments to perform service of process on a defendant.
Title Escrow Processor
North American Title Company
09.2016 - 06.2018
Responsible for the preparation of Closing Disclosures (CD/HUD) in the Draft, Initial and Final stages
Handled all disbursements of loan proceeds after completion of closing.
Loan Processor
Indecomm Global Mortgage Services
01.2016 - 09.2016
Responsible for the management of 50+ loans for multiple investors and provided customer and loan officer/sales support for mortgage files from origination to closing
Generation of Closing Disclosures (CD/HUD
Functions Included preparation of loans; obtaining payoffs, credit documents, income documentation, homeowner’s insurance, HOA documents and other third-party items to submit loans for underwriting approval
Processed DU and LP eligibility based on Fannie Mae and Freddie Mac guidelines
Title clearance included obtaining payoffs for outstanding mortgages, tax liens, judgements and requesting judgements and/or lien releases
Subordination preparation and/or requests to include contacting lenders and forwarding copies of title commitments and other required documentation along with the subordination fee in which the subordination agreement will be prepared and sent to the title agent for closing purposes included mortgage and non-mortgage subordination liens.
Loan Processor
Cardinal Financial
05.2015 - 08.2015
Responsible for the management of 50+ loans for multiple investors and provided customer and loan officer/sales support for mortgage files from origination to closing
Closing Disclosures (CD/HUD
Functions Included preparation of loans; obtaining payoffs, credit documents, income documentation, homeowner’s insurance, HOA documents and other third-party items to submit loans for underwriting approval
Processed DU and LP eligibility based on Fannie Mae and Freddie Mac guidelines
Title clearance included obtaining payoffs for outstanding mortgages, tax liens, judgements and requesting judgements and/or lien releases
Subordination preparation and/or requests to include contacting lenders and forwarding copies of title commitments and other required documentation along with the subordination fee in which the subordination agreement will be prepared and sent to the title agent for closing purposes included mortgage and non-mortgage subordination liens.
Loan Specialist IV
Wells Fargo Bank
10.2014 - 05.2015
Responsible for the management of 80+ loans for title clearance in order to complete the subordination process
Title clearance included obtaining payoffs for outstanding mortgages, tax liens, judgements and requesting judgements and/or lien releases.
Loan Processor
Montage Mortgage, LLC
05.2014 - 10.2014
Responsible for the management of 50+ loans for multiple investors and provided customer and loan officer/sales support for mortgage files from origination to closing
Generation of Closing Disclosures (CD/HUD
Functions Included preparation of loans; obtaining payoffs, credit documents, income documentation, homeowner’s insurance, HOA documents and other third-party items to submit loans for underwriting approval
Processed DU and LP eligibility based on Fannie Mae and Freddie Mac guidelines
Title clearance included obtaining payoffs for outstanding mortgages, tax liens, judgements and requesting judgements and/or lien releases
Subordination preparation and/or requests to include contacting lenders and forwarding copies of title commitments and other required documentation along with the subordination fee in which the subordination agreement will be prepared and sent to the title agent for closing purposes included mortgage and non-mortgage subordination liens.
Loan Coordinator
Wyndham Capital Mortgage
03.2014 - 05.2014
Provided customer and loan officer support for mortgage files that are originated
Prepared files for loan processor and Underwriter review of refinances, purchases and purchase pre-approvals which included receiving borrower income, assets and initial disclosure, and calculation of income/business income/rental income.
Education
Cisco Cybersecurity and Identity and Access Management Training -
01.2023
The International Cyber Threat Task Force (ICTTF) Cybersecurity Bootcamp for Women Certification -
01.2023
Associate Degree : Paralegal Studies -
Bryant & Stratton College
Henrietta, New York
01.1998
Skills
Microsoft Office Applications: Word, Outlook, Excel, PowerPoint, Microsoft Teams
Linux command line
SIEM Tools
WorkDay
Threats, Risk, and Vulnerabilities Security Frameworks and Controls
Python
SQL
Chronicle
References
Available Upon Request
Timeline
Customer Service Representative
Spectrum/Charter Communications
11.2023 - Current
Senior Escrow Closer
Doma Insurance Agency
05.2021 - 02.2023
Legal Professional Assistant
Parker Poe Adams & Bernstein LP
10.2018 - 04.2021
Title Escrow Processor
North American Title Company
09.2016 - 06.2018
Loan Processor
Indecomm Global Mortgage Services
01.2016 - 09.2016
Loan Processor
Cardinal Financial
05.2015 - 08.2015
Loan Specialist IV
Wells Fargo Bank
10.2014 - 05.2015
Loan Processor
Montage Mortgage, LLC
05.2014 - 10.2014
Loan Coordinator
Wyndham Capital Mortgage
03.2014 - 05.2014
Cisco Cybersecurity and Identity and Access Management Training -
The International Cyber Threat Task Force (ICTTF) Cybersecurity Bootcamp for Women Certification -
Inbound Call Center Sales Representative at Spectrum - Charter CommunicationsInbound Call Center Sales Representative at Spectrum - Charter Communications