Detail-oriented, reliable,team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Experience in process improvement and analysis. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
16
16
years of professional experience
Work History
Custody Operations Specialist
Wells Fargo/Computershare
02.2017 - Current
Audit Promissory notes
Audit trailing documents associated with Promissory notes and Mortgages
Perform Quality Control checks on Notes
Cure document deficiencies
Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements
Collected, arranged, and input information into database system.
Motivated and trained employees to maximize team productivity.
Championed employee engagement efforts by organizing team-building activities and consistently providing constructive feedback.
Successfully managed multiple projects simultaneously while adhering to deadlines
Helped meet changing demands by recommending improvements to business systems or procedures
Motivated and trained employees to maximize team productivity
Manage and coordinate various special projects
Manage and maintain shared mailbox
Determine and address the root cause in order to eliminate issues
Support initiatives that allow Document Custody to receive an acceptable
Audit rating from internal audit and risk management, OCC, FNMA, FHLMC
And any other regulatory body that may audit Document Custody
Assists with the completion of daily volumes to meet critical deadlines and Service Level Agreements
Assist with sale and transfer processing, inventory reconciliation and research
Supporting the identification of risks and the management of controls
Deliver quality, sustainable and risk-compliant solutions that meet or exceed our customers' and employees' needs and expectations within the agreed timeline
Operate within well-documented end-to-end processes designed to deliver quality solutions that are evaluated continuously
Execute responsibilities with precision and reduced error rates
Data Analyst/Channel Coordinator/ Curative Analyst
Green Tree Servicing LLC/Ditech Mortgage Corp
03.2013 - 02.2017
Managed multiple priorities simultaneously, maintaining organization even during peak periods
Demonstrated flexibility when adapting to new processes or guidelines while maintaining consistently high levels of productivity
Prepare, analyze, reconcile and distribute twelve daily, weekly, hourly reports
Generate quality control reports from access databases and reconcile discrepancies
Develop and maintain email and phone relationships with customers, clients and vendors
Manage and maintain shared mailbox
Handle escalated issues regarding Collateral files, Final Documents, reporting, and vendor relationships
Train new team members
Receive and process requests from Origination Channels, Treasury, and Capital Markets, Servicing, and Custodian on questions regarding Collateral
Maintain excellent relationship with Custodian regarding collateral reconciliation, and accuracy.
Maintain reports for audit purposes.
Responsible for daily communication to Capital Markets, Originations and Treasury on status of loans on warehouse Bank Account Lines
Oversee the obtainment of all collateral documents for Private Investor Sales
Analyze and maintain weekly Investor report
Cure all loan defects for Private Investor Portfolio
Assists with analyzing and communicating ‘aged' reporting of loans on Warehouse Bank Account Lines for an extended period of time.
Ensure loans are being obtained, audited or shipped to Custodian
Extracted and interpreted data patterns to translate findings into actionable outcomes.
Process and return, Request for Release of Collateral Files
Cure document deficiencies both pre-funding and post-funding
Operate web-based applications to track movement of Collateral
Process and reconcile shipments to Custodian
Process Incoming collateral packages
Organize and retrieve collateral files from various locations
Monitor, obtain missing Collateral Files and reports
Upheld security and confidentiality of documents and data within area of responsibility
Collaborated with business-unit leaders to identify and prioritize problems.
Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements
Developed and implemented data governance policies and procedures.
Designed and developed data pipelines to acquire, clean and process data.
Warehouse Collateral Processor
GMAC Bank/Ally Bank
07.2009 - 03.2013
Process outgoing FedEx shipments to Clients keeping within the
guidelines of all service level agreements
Audit collateral and tracked the status of collateral documents
Track movement of collateral documents from customers, clients and vault
Developed and maintained email and phone relationships with customers,
clients and vendors
Perform Quality Control checks on Notes and Final documents
Generate quality control reports
Generate and distributed daily reports to management
Use several Access databases
Process Incoming collateral
Audit final documents
Requisition Federal Express supplies and maintain adequate supply
Prepared, boxed, and staged outgoing shipments.
Received and reviewed incoming documents and materials
Participated in continuous training initiatives, staying up-to-date on relevant regulations, policies, and best practices within the processing field
Warehouse Collateral Processor
GMAC Bank/Ally Bank
09.2007 - 06.2009
Audit collateral and tracked the status of collateral documents
Track movement of collateral documents from customers, clients and vault
Developed and maintained email and phone relationships with customers,
clients and vendors
Perform Quality Control checks on Notes and Final documents
Generate quality control reports
Generate and distributed daily reports to management
Use several Access databases
Process Incoming collateral
Audit final documents
Requisition Federal Express supplies and maintain adequate supply
Prepared, boxed, and staged outgoing shipments
Sales Associate
DSW Shoe Stores
09.2007 - 06.2009
Answered customer questions about sizing, accessories, and merchandise care
Solved customer challenges by offering relevant products and services
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise
Engaged with customers to build rapport and loyalty
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers
Minimized wait times for customers during peak hours, maintaining a high level of customer satisfaction
Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience
Participated in team meetings and training sessions regularly for continuous professional development within the retail industry
Education
Liberal Arts And General Studies
Montgomery County Community
Blue Bell, PA
Business/General Studies
Gwynedd Mercy College
Gwynedd Valley, PA
Skills
Process Planning
Resource Planning and Scheduling
Time Management
Data Analysis
Quality Assurance
Audit Reporting
Issue Research
Microsoft Office
Citrix
emBtrust
Timeline
Custody Operations Specialist
Wells Fargo/Computershare
02.2017 - Current
Data Analyst/Channel Coordinator/ Curative Analyst
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
Legal Research Analyst III at Talent Bridge | Wells Fargo Bank | Computershare Corporate Trust CompanyLegal Research Analyst III at Talent Bridge | Wells Fargo Bank | Computershare Corporate Trust Company