Elizabeth A. Lydon
Carrollton,TX
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying income, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes. Ready to grow in the mortgage industry again.
Overview
24
24
years of professional experience
Work History
Financial Counselor/ Intake Coordinator
Connections Wellness Group
Denton, TX
07.2024 - Current
- Managed multiple cases simultaneously while ensuring all deadlines were met according to established policies.
- Advocated for patients by contacting insurance carriers and obtaining necessary benefits information.
- Liaised between physician, patient and insurance carrier to verify that each party had necessary information.
Account Resolution Specialist 3
Wells Fargo Auto
Irving, TX
01.2017 - Current
- Supported with assigned team special projects with scripts, strategies and company information to maximize performance throughout transitions
- Followed fair debt practices and regulatory guidelines when managing collections process
- Managed daily tasks, negotiating and providing solutions on delinquent accounts benefitting the customer and the lender
Personal Banker 2
Wells Fargo Bank
Columbia, SC
11.2015 - 01.2017
- Provided clients with information on bank accounts, institutional policies, financial products and related services
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Maintained performance standards against targets such as call abandonment, turnaround time and accuracy of solutions offered
- Capitalized on cross-selling and upselling opportunities to consistently exceed quotas
Vault Supervisor/Cash Logistics Processor
Brinks Inc.
Columbia , SC
04.2013 - 11.2015
- Maintained a safe working environment by monitoring staff performance and compliance with safety regulations.
- Conducted regular audits of physical assets, such as cash, gold, silver, jewelry, and other valuables.
- Supervised the shipping and receiving process to ensure proper inventory control.
Mortgage Loan Processor
Citicorp Trust Bank
Levittown, PA
02.2005 - 04.2009
- Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting
- Communicated with customers and third party vendors in person and via telephone to answer questions, process transactions and resolve issues
- Determined completeness of CPC packages, including recovery documentation, legal fees, valuations and lien searches
- Maintained 46+ loan in pipeline, performing accurate and efficient closings within all guidelines
Senior Loan Processor
Wells Fargo Financial Consumer Lending
Springfield, PA
04.2001 - 02.2005
- Performed all clerical duties, account payable, organizing office, client care, assisted manager with routine audits in branch
- Prepared and verified all loan applications from beginning to closing for multiple servicing products
- Promoted within branch positions performed, Customer Service Representative, Loan Officer, and Loan Processor
- Served as Notary Public, Delaware County, conducted closing for mortgages, auto loans, retail financing and unsecured loan
Education
GED -
LaSalle University
Philadelphia, PA06.1999
Skills
- Processing documents
- Multitasking
- Sales development
- Knowledge of VA loan process
- Title Reviewer
- Debt and credit management
- Collections proficiency
- Experian Credinomics
- Equifax Application Engine
- Appraisal Reviewer
- Telephone etiquette
- Relationships and rapport
- Cash flow management
- Insurance verification
- Budget planning
- Effective customer communication
- Debt management
- Payment negotiation
- Financial counseling
- Patient counseling
- Financial advice
References
References available upon request.
Timeline
Financial Counselor/ Intake Coordinator
Connections Wellness Group
07.2024 - Current
Account Resolution Specialist 3
Wells Fargo Auto
01.2017 - Current
Personal Banker 2
Wells Fargo Bank
11.2015 - 01.2017
Vault Supervisor/Cash Logistics Processor
Brinks Inc.
04.2013 - 11.2015
Mortgage Loan Processor
Citicorp Trust Bank
02.2005 - 04.2009
Senior Loan Processor
Wells Fargo Financial Consumer Lending
04.2001 - 02.2005
GED -
LaSalle University
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