Brandi Beaudoin
University of California, Office of the President
El Sobrante,CA
22
Years of experience
Work History
Benefits Analyst III
1 Year 10 Months- Manage post and pre-retirement death cases, calculations, and reissue payments
- Asses completeness and accuracy of survivor documentation to determine benefit eligibility
- Conduct application reviews, verifying compliance criteria for approval decisions
Benefits Analyst II
3 Years 10 Months- Create and maintain post-retirement death applications, calculations and reissue payments due
- Evaluate documents provided by benefit claimants to prepare case for benefit payments
- Manage benefit applications for over 40 cases per month
Senior Loan Processor
1 Year 9 Months- Orchestrated refinance process and provided customer support for borrowers across the United States
- Trained and served as a mentor for other colleagues
- Exceeded team goals and handled highest queue of loans
Lead Membership Associate
2 Years 9 Months- Guided a team of Membership Associates and ensured the retention of union members
- Produced receipts and handled data management for all reports and statistical information
- Directed accounts receivable, including analysis, planning, and organizing for approximately 35,000 accounts
Community Lending Specialist
1 Year 3 Months- Administered Affordable Housing Program set-aside disbursement requests from member institutions
- Analyzed and validated homebuyer’s household income eligibility per program guidelines
Underwriter
8 Months- Provided loan decision on files by analyzing income, credit, appraisal report and all other information pertinent to the credit decision process for each mortgage application
- Achieved service level agreement (SLA) by underwriting 2-3 files per day
- Received credit signing authority to approve conventional loans up to $417,000 after successfully passing underwriting audit
Mortgage Loan Processor
- Prepared and processed mortgage loan records, files and correspondence from application to closing
- Requested and reviewed all needed supporting documentation including appraisals, title, disclosure statements, and insurance information
- Managed pipeline along with any inbound and outbound calls to customers for resolution
- Analyzed personal financial statements and tax returns
Commercial Banking Document Administrator II, Ofcr
6 Years 7 Months- Prepared/reviewed documentation in accordance with Bank policies and procedures
- Interfaced with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy
- Performed as a backup Document Administrator Workflow Coordinator: Independently process requests that flow through the team mailbox
- Set up and updated STATS packages on all engagements received
Timeline
Benefits Analyst III
University of California, Office of the President
12.2024 - CurrentRead More
Benefits Analyst II
University of California - Office of the President
02.2023 - 12.2026Read More
Senior Loan Processor
Flagstar Bank
07.2020 - 04.2022Read More
Lead Membership Associate
SEIU-United Healthcare Workers West
06.2017 - 03.2020Read More
Community Lending Specialist
Federal Home Loan Bank
06.2014 - 09.2015Read More
Underwriter
Sutherland Global Services
11.2012 - 07.2013Read More
Commercial Banking Document Administrator II, Ofcr
Bank of America
03.2005 - 10.2011Read More
Mortgage Loan Processor
JPMorgan Chase
Read More