Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Trailing Documents Specialist
New American Funding
11.2020 - 02.2022
Identified audit parameters to comply with quality standards.
Responsible for monitoring and forwarding trailing documentation to investors, as well as assist with scanning and file preparation. Data entry based on types of documents received.
Coordinate tracking, review and delivery of final CDs to investors, closing packages, and corresponding loan packages and assist shipping department with preparing files to be mailed as needed.
Independently manage 60 daily assigned tasks and workflow items to satisfy turn-time goals.
Coordinate tracking, reporting and delivering of trailing documents (deed of trust, title policy, etc.).
Scanned completed loan files into banks internal imaging system to ensure proper record keeping.
Established positive and productive working relationship with investor contacts, title companies, and other internal and external business partners, as appropriate for job function.
Request any outstanding final documents from lenders or title companies and respond to final document requests from investors in timely manner.
Ship final documents to investors or document custodians per investor guidelines.
MEDI-CAL ELIGIBILITY TECHNICIAN II
RIVERSIDE COUNTY
09.2015 - 04.2019
Interview clients of diverse socioeconomic backgrounds individually or in group settings in person or by phone to obtain required information to determine eligibility in accordance with a variety of regulations and policy.
Assist applicants in the completion and clarification of the application upon which eligibility decisions are based by establishing rapport and respond to customer concerns or questions.
Notate all information for case records, maintain case load, establish and maintain case files.
Prepare necessary documentation to initiate, continue and modify eligibility, review documentation for accuracy, completeness and consistency.
Organize caseload to ensure necessary work is complete in accordance with regulations relating to eligibility and timeliness.
Contact applicants regarding discrepancies and referred questionable cases to the fraud unit for further follow-up.
Provide information and make routine referrals to resources available through the County and within the community which help meet health, housing and food needs.
Provide assistance with employment, childcare, transportation and make referrals to protective services when needed
Loan Counselor
First Mortgage Corporation
09.2014 - 09.2015
Contact delinquent borrowers (30-180 days).
Provide loss mitigation options to borrowers.
Document efforts in the system of record.
Assisted customers with completing loan applications and other paperwork.
Order property inspections when warranted.
Handled incoming and outgoing calls.
Assisted with processing of incoming and outgoing mail correspondence.
Developed and maintained relationships with customers, lenders and other third parties.
Collector
GreenTree Servicing
07.2009 - 09.2014
Contact and manage delinquent accounts (30-180 days).
Provide and assist with loss mitigation options to borrowers.
Collect payments and order property inspections when warranted.
Developed solutions according to customer's needs.
Approved repayment arrangements.
Achieved production standards set each month on all accounts.
Followed proper guidelines according to state and federal regulations.
Initiate Notice of Default, Notice of Abandonment and Private Sale.
Answer phones, assist borrower or direct to assign representative.
Scan confidential and important documents to accounts.
Verified rent bills or liens and process payments when due.
Confirm lien notices.
Receive and distribute all incoming mail and packages.
Filed all invoices.
Responsible for ordering office supplies for all departments and distribution.
Education
Certificate - Language Interpretation And Translation
Southern California School of Interpretation
Rancho Santa Fe, CA
07.2020
GED -
San Bernardino Adult School
San Bernardino, CA
10.2012
Skills
Bilingual English/Spanish
Highly organized
Multitasking and time management
Goal Oriented
Knowledge of front and back office practices and procedures
Problem solving and conflict resolution
Excellent communication and interpersonal Skills
Interviewing
Data Entry
Customer Service Skills
Leadership and Calibrate Expertise
Active Listening and Empathy
Adaptability and quick leaner
Timeline
Trailing Documents Specialist
New American Funding
11.2020 - 02.2022
MEDI-CAL ELIGIBILITY TECHNICIAN II
RIVERSIDE COUNTY
09.2015 - 04.2019
Loan Counselor
First Mortgage Corporation
09.2014 - 09.2015
Collector
GreenTree Servicing
07.2009 - 09.2014
Certificate - Language Interpretation And Translation