Christine S. C. Lok

• Processed and monitored current foreclosure status of assigned loans within established policies and procedures while maintaining strict adherence to Key Performance Indicators. Monitored and processed foreclosures according to Freddie Mac and Fannie Mae guidelines.
• Monitored and processed 12 procedures each day.
• Followed up on emails from attorneys, vendors, branches, and other departments’ disputes, inquiries, and/or complaints about foreclosure action.
• Ensured foreclosure activities follow investor, insurer, and/or government agency guidelines.
• Other duties or tasks as assigned by management.
• Computer – Microsoft Word, Outlook, Excel, Black Knight, Sagent, Fusion and Workday

Processed and monitored current foreclosure status of assigned loans within established policies and procedures while maintaining strict adherence to Key Performance Indicators. Monitored and processed foreclosures according to Freddie Mac and Fannie Mae guidelines.
• Monitored and processed 12 procedures each day.
• Followed up on emails from attorneys, vendors, branches, and other departments’ disputes, inquiries, and/or complaints about foreclosure action.
• Ensured foreclosure activities follow investor, insurer, and/or government agency guidelines.
• Other duties or tasks as assigned by management.
Computer – Microsoft Word, Outlook, Excel, Black Knight, Sagent, Fusion and Workday

• Open faxed audit requests and check for complete information.
• Return incoming incomplete faxes to clients or not in good order (NIGO).
• Upload documents related to Audit Packages – Self-Directed Brokerage, etc.
• Work with CSMs to resolve incomplete audit requests.
• Refer the most complex issues to more senior staff.
• Other duties as assigned.
• Computer – Microsoft 365, Word, Outlook, Excel 2010, Adobe Acrobat, SalesForce and Workday

• Records Management at Colorado Bank
• Count paper files in preparation for scanning.
• Pull files requested and bar code scan for either pick-up or deliver to requester.
• Print out loaned files report for 10:00 a.m. and 3:00 p.m. runs.
• Print out returned files report for 10:00 a.m. and 3:00 p.m. runs.
• Bar code scan returned files and refile back on shelf in alpha and numerical order.

• Compliance Support, Legal Department
• Fill out SARs (Suspicious Activity Reports) from Excel spreadsheets.
• Revise spreadsheets and SARs with corrected narrative and addresses.
• Created and revised YES and NO spreadsheets while retaining the original spreadsheets.

• Mortgage Customer Service Department
• Scanned in Loan Payments and Loan Daily Reports and put into appropriate folders on the system.
• Removed staples, paperclips and blank pages, made sure all pages were upright, in order.
• Scanned in single-sided as single-sided and double-sided as double-sided while keeping all documents in order.
• Opened up emailed scanned document folders, double checked pages to make sure pages were all in order.
• Saved those folders on the computer under year, month, date, and name.
• File new loans on a shelf and strip old files.
• Open and date-stamp mail, sort into separate piles for distribution.
• Tax and Insurance Department

• Answered incoming calls from participants who want to roll over their current or past 401(k)s and IRAs into their new account with Empower Retirement.
• Sent participants a new incoming rollover form to complete and mail back with their last statement from their previous provider.
• Helped to resolve any issues participants had with their accounts.
• Computer – Word, Outlook, Excel 2010, Adobe Acrobat, and SalesForce

• Opened electronic audit documentation request faxes and checked for completeness. If not, return to the client for completion.
• Open a service request ticket and assign it to analysts.
• Pull check copies and 1099s for analysts.
• Open zipped files to make sure all documentation is included per the audit documentation request fax.
• Reply and email to contact people on request.

• Colorado Legal Directory for 2015
• Contact all government, state, county offices, and law firms to verify and update their current contact information.
• Assisted with mailing out verification packets to all law firms and attorneys for completion of their verifications for publication.
• Answered phone calls and emails about any questions and concerns about their verifications online and with filling out their verification forms.
• Input all physical verification forms and payments for all upgrades for their listings into Clear Vantage.
• Review all corrections made to the Colorado Legal Directory (over 1,000 pages) before publication.
• Computer – Excel 2010