Greg Phillips
Administrative Coordinator/Specialist/Analyst
Atlanta,IN
Summary
- 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) to improve procedures and operations
- Created reinstatement letters to deliver outstanding customer service
- Graduated with honors & received many Outstanding Achievement awards
- Co-Produced 2002 Vigo County Budget for real publication
- Exceeded quotas for five years for one of the largest insurance companies in the U.S.
- Launched changes by producing easier to use SOP's
- Received job performance commendations from management
- Thrived under pressure to surpass deadlines/productivity/QC standards while meeting and surpassing SLA requirements
- Effectively liaised for close to three years as HR/Payroll Liaison for 332 associates, 16 supervisors, and 7 cost centers at two of the largest hospitals in the United States
- Was consistently among the top four producers for close to four years as Document Services Representative for the Indiana Department of Revenue
- Conducted outbound calls to ensure stale dated checks were issued, to refund recording fees and other fees associated with Opendoor sales
Overview
19
19
years of professional experience
6
6
years of post-secondary education
Work History
Escrow Support Specialist
OS National, LLC
Duluth, GA
01.2022 - 11.2023
- Effectively communicated with internal parties to verify/amend wires
- Prioritized queues/evaluated action lists/reports/email requests
- Verified wire details against wires dropped into ResWare
- Alerted parties to wire and check issues/discrepancies, for resolution
- Mastered Bankshot funds transfers to regulate escrow deposit queue
- Initiated stop payments in ResWare and bank systems
- Monitored bank systems for wire statuses/effectively resolved as needed
- Initiated outbound calls to clients regarding Stale Dated Checks
- Carefully reviewed pre-closing docs to collect fees for timely closing
- Managed 6 queues to meet productivity requirements/quality standards
- Created new and improved Standard Operating Procedures
- Audited Settlement Statements/HUD documents/Estoppel Letters to ensure timely closings and to minimize requests for company funds
Post Closer
Alpha Mortgage Corporation
Wilmington, NC
05.2021 - 11.2021
- Audited Encompass for accurate required docs to build/ship to investors
- Assured successful uploads were within expected timeframes
- Tracked Fed Ex shipments for Fannie Mae and Freddie Mac
- Oversaw deficiency pipeline of over 80 loans
- Corrected deficiencies liaising between post-closing parties
- Corresponded with attorneys/agents for vital docs to satisfy conditions
Post-Closing Supervisor
Computershare Loan Services
Greenwood Village, CO
12.2020 - 04.2021
- Monitored/Edited Peoplesoft to meet biweekly payroll deadlines
- Handled four software applications to surpass productivity standards
- Actively engaged in management Zoom meetings to plan best strategies
- Conducted/scheduled Microsoft Teams training and meetings
- In Outlook, timely answered questions from management/clients/team
- Tracked/audited indexing/reviewing tasks in Encompass
- • Reported team results/provided status updates to management
• Tackled performance management and write-ups for 14 associates
• Ensured FHA/VA/USDA/FNMA/FHLMC were within regulations/guidelines
• Reviewed income/credit documents to flag items for pass or fail
• Analyzed AUS Findings documents to pass or fail
Default Invoices Coordinator
Carrington Mortgage Services
Westfield, IN
04.2019 - 11.2020
- Performed precise CMS analytics on loan invoices
- Tracked foreclosures for timely/correct procedures/operations
- Evaluated Fiserv data to minimize inaccurate LoanSphere send-backs
- Completed routine follow-ups to expedite SLA response times
- Created reinstatement letters to deliver outstanding customer service
- Audited utility bills and titles to maintain correct invoice balances
- Edited 150+ Prop Pres title/utility/grass-cut/snow-removal invoices
Implementation Consultant Support Specialist
OneAmerica Financial
Indianapolis, IN
01.2014 - 03.2019
- Oversaw QC's using analytical/problem-solving/time management skills
- Accurately built 10+ new accounts daily, in GAIN, GIPR, and Salesforce
- Created 12+ approval letters/enrollment forms each day
- Audited producer licenses/Legacy accounts to oversee integrity
- Prebuilt 12+ bills to keep payments/policies current/active
- Effectively communicated with sales reps to streamline benefits
- Creatively assisted in improving SOPs for project management
- Reviewed retirement accounts to safeguard plans/disbursements
- Ably applied integration/imaging software input from various sources to assess retirement payments from terminations, hardships, death benefits, RMD's, installments, etc.
Document Services Representative
Westaff/Knowledge Holdings/IN Dept. of Revenue
Indianapolis, IN
03.2009 - 10.2012
- Expeditiously processed 200 to 400 individual & corporate tax forms per hour
- Prepared documents for imaging to construct a sound archival system
- Repaired rejected tax forms to minimize refund errors
HR/Payroll Liaison
Direct Hire at Aramark for IU and Riley Hospitals
Indianapolis, IN
05.2005 - 09.2007
- Managed files for 332 associates, 16 supervisors, and seven cost centers
- Resolved pay/benefits/attendance issues; issued attendance write-ups
- Proactively uploaded/printed/distributed time reports to ensure timely corrections
- Issued paperwork daily for FMLA, direct deposit, STD/LTD to expedite benefits
processing - Explained and monitored STD/LTD, PTO, FMLA, etc. to associates
- Accepted/processed/timely returned company property to security upon associate
terminations/resignations
Education
Associate Of Applied Science - Accounting
Indiana Business College
Terre Haute, IN 01.2000 - 09.2002
Associate Of Applied Science - Business Management
Ivy Tech State College
Terre Haute, IN 01.1994 - 09.1997
Accomplishments
- Indiana Life, Accident, & Health
- Producer: License # 3385999
Skills
- Analytical thinking
- Attention to details
- AWD
- Bankshot
- Content Management System
- Customer Service
- Disclosures
- DocuSign
- Encompass
- Estoppel Letters
- Excel
- Fiserv
- GAIN
- GIPR
- Grammar
- i-bill
- Imaging Software
- Invoices
- LoanSphere
- LU/LP Audits
- Microsoft Teams
- Microsoft Word/Excel
- Organization & prioritization
- Outlook
- PeopleSoft
- Performance Management
- Pre-closing HUD QC
- Problem analysis
- Problem-solving
- Processor
- Project Management
- ResWare
- Salesforce
- STD/LTD Benefits
- SOPs Tempo
- Ten Key (8KPH to 10KPH)
- Time Management
- Typing (60 WPM)
- Vonage
- Word
- Zoom
Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Work-life balanceCareer advancementHealthcare benefits401k matchWork from home optionCompany CulturePaid time offCertification
- Life, Accident, & Health Producer's License
- Indiana Department of Insurance: Indiana
- License # 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
01.2014 - 03.2019
Document Services Representative
Westaff/Knowledge Holdings/IN Dept. of Revenue
03.2009 - 10.2012
HR/Payroll Liaison
Direct Hire at Aramark for IU and Riley Hospitals
05.2005 - 09.2007
Associate Of Applied Science - Accounting
Indiana Business College
01.2000 - 09.2002
Associate Of Applied Science - Business Management
Ivy Tech State College
01.1994 - 09.1997