Patrical McNeary
Mesquite,Texas
Summary
Highly competitive self -starter, who is organized, disciplined and goal
oriented. Positive attitude, strong work ethic,adaptability and
exceptional interpersonal skills, solid judgment and expertise.
Overview
8
8
years of professional experience
Work History
Texas Adjuster License
Online Courses
12.2022 - 04.2023
- Evaluated insurance policies and analyzed damages to determine coverage.
- Prepared summaries of damage, payments, and policy coverage.
- Established relationships with clients and insurance companies to foster timely claims resolution.
- Skilled at working independently and collaboratively in team environment
- Self-motivated, with strong sense of personal responsibility
Document Processor Specialist
Morgan Stanley
02.2022 - 12.2022
- Completed initial files scrub, reviewed and labeled document 65 to 70 loans including contract and client document reviewed
- Reviewed fees; endured all services have been ordered
- Provided results of initial scrubs to RLM to completed welcome calls with client and update ELC comments
- Reviewed all documents/task to prepare loans for QC and Underwriting
- Obtained third party documents as necessary to obtain internal support approvals increased closing by 20%.
- Self-motivated, with strong sense of personal responsibility
- Worked well in team setting, providing support and guidance
RESPA/CLOSER/ Loan Processor Specialist
Stearns Mortgage Service
09.2019 - 11.2021
- Manages and preformed compliance reviews related to CD’s fees, credits
- Prepared ICD and balance with title to send to members for signatures
- Monitored and manage workflow details
- Ensured client records and compliant with regulation guidelines
- As loan processor managed pipeline of 60-90 loans to ensure quality
- SLA with in company policies and guidelines
- Prepared documents for preliminary underwriting by reviewing credit, title and appraisals
- Delivered positive customer experiences and successful deal closures through open, constructive communications
- Built constructive relationships with customers to understand and capitalize on personalized preferences
- Negotiated terms and pricing structures with key decision-makers to maximize profits.
Sr. Mortgage Loan Processor
Genpact Mortgage Services, Green Tree
09.2015 - 09.2019
- Prepare customers documents by collecting credit and salary, assets, debts for review
- Follow-up with customer to ensured completed application for process
- Communicate with customer regarding process upon competition of loan
- Reports from title company to ensure loan is processed in timely manner
- Managed workflow pipeline of 40-50 loans to ensure quality and accuracy
- SLA with in company policies and guidelines
- Monitored and manage work flow details
Claim Assistant, Contractor-WSP Inspector
ROU REALITY Hurricane Irma/Harvey
01.2017 - 01.2019
- Perform and assist with reviewing supporting document of loss
- Communicate established with all parity regarding adjusters finings
- Ride along with IA
- Assists with 20-50 process consists of scheduling appointments for site evaluation that including taking photos, walk-through of property, identifying
- Tracking and following-up with applicant on FEMA's request for information and documentation submission
Education
Business Administration
University of Phoenix
Not Degree Yet08.
High School Diploma -
Wilmar High School
Wilmar, AR05.1978
Skills
- Encompass
- Orijin/ Desktop underwriting
- Eclipse/ BPO Blitz Closer
- MSP/ Vault/ Corelogic Credco
- ELC-Electronic logging Ctr
- Loan IQ
- Xactimate - XactAnalysis
- Mac IOS
- Negotiation & Settlement
Additional Information
- Notary- Signing Agent License-132569418 Adjuster Department of Insurance -License 2965856
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Texas Adjuster License
Online Courses
12.2022 - 04.2023
Document Processor Specialist
Morgan Stanley
02.2022 - 12.2022
RESPA/CLOSER/ Loan Processor Specialist
Stearns Mortgage Service
09.2019 - 11.2021
Claim Assistant, Contractor-WSP Inspector
ROU REALITY Hurricane Irma/Harvey
01.2017 - 01.2019
Sr. Mortgage Loan Processor
Genpact Mortgage Services, Green Tree
09.2015 - 09.2019
Business Administration
University of Phoenix
High School Diploma -
Wilmar High School
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