Summary
Overview
Work History
Skills
Timeline
Generic

PATYONNA BELL

Orange Park

Summary

Experienced Mortgage Professional exploring Finance | Specializing in Client Onboarding/Operations and Relationship Management

Overview

7
7
years of professional experience

Work History

Transition Specialist

J Kelly & Associates
01.2024 - Current
  • Assisting Financial Advisors move their book of business from one financial firm to the other.
  • Monitored the progress of new clients through the onboarding pipeline, proactively addressing concerns or delays to ensure timely completion and smooth integration.
  • Work with vendors to ensure correct and compliant completion of all tasks necessary to move over the advisors' book of business.
  • Host in-person/Zoom meetings with a recruit team and supporting branch Leadership.

Clerical Error Amender

Freedom Mortage
01.2020 - 01.2024
  • Conducted comprehensive quality control checks on reports and communications, ensuring adherence to organizational standards and error-free documentation.
  • Reviewing documents, records, and data for inaccuracies, inconsistencies, or missing information.
  • Ensured all email correspondence and written reports complied with company policies, industry standards, and regulatory requirements to maintain consistency and professionalism.

Assisting staff with training on proper documentation practices and tools.

Assisted with the strategic management and resolution of multiple bankruptcy cases, ensuring compliance with legal requirements.

Loss Mitigation Specialist III

Select Portfolio Servicing
01.2019 - 01.2020
  • Review delinquent loans, mortgages, or accounts to determine the appropriate action.
  • Evaluate the risk of default and recommend solutions to mitigate losses. Work closely with underwriting, legal, and collections teams to resolve cases efficiently.
  • Drafted, reviewed, and submitted key documents for refinancing, short sales, and loan modifications, ensuring accuracy and compliance with industry regulations.

Mortgage Servicer

Wells Fargo
01.2018 - 01.2019
  • Responsible for managing the day-to-day administration of mortgage loans after they have been originated and funded.
  • Ensure smooth communication with borrowers and handle tasks such as payments, escrow management, and addressing inquiries.
  • Maintaining borrower satisfaction and ensuring the lender's compliance with regulatory requirements.
  • Coordinated with underwriters, appraisers, and legal teams to ensure smooth processing of refinancing and home equity applications from initiation to closing.
  • Conducted needs assessments to identify opportunities for cross-selling, consistently exceeding sales targets by offering tailored solutions that aligned with customer goals.

Skills

  • Microsoft Office Suite
  • Customer relations
  • Project Management
  • Leadership
  • Communications
  • Organization
  • Operations

Timeline

Transition Specialist

J Kelly & Associates
01.2024 - Current

Clerical Error Amender

Freedom Mortage
01.2020 - 01.2024

Loss Mitigation Specialist III

Select Portfolio Servicing
01.2019 - 01.2020

Mortgage Servicer

Wells Fargo
01.2018 - 01.2019
PATYONNA BELL