Greg Phillips
Atlanta,IN
Summary
- Co-Produced 2002 Vigo County Budget for Real Publication
- Exceeded Implementation Quotas for one of the Largest Insurance Companies in the United States
- Launched Changes by Producing Easier to Use Standard Operating Procedures
- Received Commendations from Management on Excellence in Job Performance
- Successfully Multitasked, Thrived Under Pressure, Exceeded Customer Service Satisfaction Criteria, & Met Deadlines While Being a Consistent Team Player
Overview
10
10
years of professional experience
1
1
Certification
Work History
Escrow Support Specialist
OS National, LLC
Duluth, GA
01.2022 - 11.2023
- Timely/accurately communicated with internal parties to correct wire details/approve wires for release once verified.
- Expanded knowledge base via ongoing learning/development activities
- Prioritized queues by thoughtfully evaluating action lists/reports/incoming email requests
- Verified wire details against documents in ResWare; dropped wires into ResWare
- Notified parties about check/wire issues/discrepancies and followed up until resolved
- Mastered transfers of funds in Bankshot bank system to keep the queue under control
- Initiated stop payments in ResWare and bank systems
- Monitored bank systems for wire statuses and successfully resolved as needed
- Completed phone calls to clients regarding uncashed checks (Stale Dated Checks)
- Meticulously reviewed Settlement Statements, contracts, and pre-closing HUD documents to accurately collect all fees associated with Opendoor acquisitions & resales for timely closing
- Consistently managed six queues (Reviewed Post-Incoming Wires/Title Only/Earnest Money Deposits/EM Copy Deposits/Search Fund Claims/Check Deposits), reducing the workload and maintaining productivity requirements and quality standards
- Launched Changes by Producing Easier to Use Standard Operating Procedures
Post Closer
Alpha Mortgage Corporation
Wilmington, NC
05.2021 - 11.2021
LoanSphereSOP’s
- Timely/accurately communicated with internal parties to correct wire details/approve wires for release once verified.
- Expanded knowledge base via ongoing learning/development activities
- Prioritized queues by thoughtfully evaluating action lists/reports/incoming email requests
- Verified wire details against documents in ResWare; dropped wires into ResWare
- Notified parties about check/wire issues/discrepancies and followed up until resolved
- Mastered transfers of funds in Bankshot bank system to keep the queue under control
- Initiated stop payments in ResWare and bank systems
- Monitored bank systems for wire statuses and successfully resolved as needed
- Completed phone calls to clients regarding uncashed checks (Stale Dated Checks)
- Meticulously reviewed Settlement Statements, contracts, and pre-closing HUD documents to accurately collect all fees associated with Opendoor acquisitions & resales for timely closing
- Consistently managed six queues (Reviewed Post-Incoming Wires/Title Only/Earnest Money Deposits/EM Copy Deposits/Search Fund Claims/Check Deposits), reducing the workload and maintaining productivity requirements and quality standards
- Launched Changes by Producing Easier to Use Standard Operating Procedures
Post-Closing Supervisor
Computershare Loan Services
Greenwood Village, NC
12.2020 - 04.2021
- Evaluated loan closing packages in Encompass, ensuring accuracy and completeness of all required documents to commit packages to ship to investors
- Built/shipped cleared closing packages to investors, assuring they were uploaded successfully and within expected timeframes
- Tracked Fed Ex shipments for all loans, including Fannie Mae and Freddie Mac
- Managed and resolved any initial review concerns, problems, and documentation issues by sufficiently and consistently communicating with Loan Processors, Closers, Loan Officers, Underwriters, Appraisers, and their managers
- Oversaw deficiency pipeline of over 80 loans at any given time
- Multitasked and implemented organizational skills to liaise between investors and LP’s, CL’s, LO’s, UW’s, appraisers, and managers to correct a multitude of deficiencies arising from inaccurate information and missing documents
- Corresponded with attorneys, sellers’ agents, buyers’ agents, and insurance agents to obtain required documents to satisfy investor conditions for documents
Default Invoices Coordinator
Carrington Mortgage Services
Westfield, IN
04.2019 - 11.2020
UW’stters, delivering outstanding customer service
Audited utility bills and titles, maintaining correct invoice balances
Approved/denied/sent back approximately 150 invoices daily for property
preservation, titles, utilities, grass cuts, and snow removal, achieving 99% accuracy
Continued learning new skills/expanding job knowledge to better perform assigned duties
Implementation Consultant Support Specialist
OneAmerica Financial Partners, Inc.
Indianapolis, IN
03.2014 - 03.2019
- Implemented quality audits, demonstrating analytical abilities, problem-solving, and time management skills
- Accurately built approximately 10 new accounts per day in database/software systems
- Created roughly a dozen approval letters/enrollment forms each day to distribute to purchasers of benefits
- Managed producer licensing numbers reports in GIPR and Legacy accounts in AWD system, overseeing integrity of licensing and issuance of legacy benefits
- Pre-built up to a dozen bills in related software systems; uploaded and issued those bills, keeping insurance payments up to date and policies active
- Effectively communicated with Sales Administrators from various regional centers throughout the United States to streamline implementation of benefits
- Creatively assisted in improving documentation for project management
- Reviewed distributions from 401(K), 403(B), 457, and IRA accounts, safeguarding individual retirement plans for timely, adequate disbursements
- Successfully executed very complex administrative & verification duties: Input data, quality checked, applied integration and imaging software with inputs from various sources to assess retirement funds distributions based on terminations, hardships, death benefits, RMD's, installments, etc.
Education
Associate of Applied Science - Accounting
Indiana Business College
Terre Haute, IN09-2002
Associate of Applied Science - Business Management
Ivy Tech State College
Terre Haute09-1997
Skills
- 60 WPM/8K-10K KPH
- Accounting
- Accuracy
- Analytical thinking
- Attention to details
- Audits; Clerk
- AWD
- Bankshot
- Business Management
- Claims
- Closer
- Closing; Escrow
- CMS
- Content Management System
- Conventional Loans
- Customer Service
- Databases
- Disclosures
- Documentation
- DocuSign
- Encompass
- Excel
- Excellent Grammar
- Fannie Mae
- FHA; FNMA
- Fiserv
- Fiserv
- FMLA
- FMLA
- Foreclosure
- Freddie Mac
- GAIN
- GAIN
- GIPR
- HR
- i-bill
- Imaging Software
- Improved/Created SOP’s
- Invoices
- IRA
- Learning and Development
- Liaison
- Loan Closing
- Loans; Mortgages
- LoanSphere
- Long-Term Disability
- Long-Term Disability
- Microsoft Teams
- Microsoft Teams
- Microsoft Word/Excel
- Mortgage Insurance
- New Accounts
- Operations
- Organization & prioritization
- Outlook
- Payments
- Payroll
- PeopleSoft
- Peoplesoft
- Performance Management
- Pipeline
- Pre-closing HUD QC
- Problem analysis
- Problem-solving
- Problem-Solving
- Processor
- Project Management
- Quality Control
- ResWare
- ResWare & Bankshot
- Retail Sales
- Sales Activities
- Salesforce
- Salesforce
- Short-Term Disability
- Short-Term Disability
- Tempo
- Terminations
- Time Management
- USDA
- Use of judgment
- Vonage
- Word
- Zoom
Accomplishments
- Ensured punctual and precise completion of regularly scheduled or outstanding/late steps in the foreclosure tracking process (pertaining to insurance claims/post foreclosure sales activities), improving procedures and operations
- Created reinstatement letters, delivering outstanding customer service
- Graduated with honors & received many Outstanding Achievement awards
Certification
- Indiana Licensed Producer, Life, Accident and Health Insurance: 3385999
Timeline
Escrow Support Specialist
OS National, LLC
01.2022 - 11.2023
Post Closer
Alpha Mortgage Corporation
05.2021 - 11.2021
Post-Closing Supervisor
Computershare Loan Services
12.2020 - 04.2021
Default Invoices Coordinator
Carrington Mortgage Services
04.2019 - 11.2020
Implementation Consultant Support Specialist
OneAmerica Financial Partners, Inc.
03.2014 - 03.2019
Associate of Applied Science - Accounting
Indiana Business College
Associate of Applied Science - Business Management
Ivy Tech State College
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