Hannah E. Harrison

• Verified, classified, computed, posted and recorded accounts payable data, reconciling daily totals for accuracy
• Maintained detailed records of all accounts receivable transactions
• Provided detailed reports and analyses to management regarding receivables status
• Prepared remote bank deposits weekly
• Matched orders with invoices and recorded the required information

Served as the main point of contact for clients, assisting with inquiries related to:

• Self-directed IRAs, types of IRA accounts, and qualified plans
• IRS rules, regulations. forms, and filings
• Advanta's policies, procedures, contributions, transfers, and rollovers
• Required documentation for transactions

• Assisted Loan Processors in ordering titles, appraisals, payoffs, and insurance forms
• Collected documentation for post-closing compliance quality control
• Executed the Closing Checklist to ensure all regulated and reportable information was accurately captured before processing the file
• Managed and updated the loan status after uploading documents to the CRM
• Helped achieve a team goal of processing 130 cash-to-close loans monthly
• Implemented TILA-RESPA Integrated Disclosure Rule

• Prepared Closing Disclosures and packages, ensuring compliance with underwriting, processing, and investor requirements
• Ordered instructions to fund and close residential mortgage loans
• Provided funding authorization for disbursement after reviewing signed closing packages
• Ensured timely delivery of funds while coordinating with underwriting and accounting teams