Summary
Overview
Work History
Education
Skills
Timeline
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Intha Phongsavath

Charlotte,NC

Summary

A charismatic and detail-oriented Processor with over a decade of related experience within the Mortgage and Logistics industries. Skilled in creating and analyzing data reports with a focus in Home Preservation and Loss Mitigation. Accurate and knowledgeable in multiple software systems. Possess the ability to build strong rapport and establish trust with clientele.

Overview

16
16
years of professional experience

Work History

Factoring Producer/Processor

TBS Factoring
01.2021 - Current
  • Assist Account Executives with production needs that include approval, purchasing, prefunds, fuel advances for the granted portfolio within supply chain timeline.
  • Train and assist team members with processing timeline and approvals.
  • Connect with clients on disputed invoices to maintain and ensure continuing relationships.
  • Engage with customer on any questions, concerns or requests.

Processor

TBS Factoring
01.2021 - Current
  • Provide accurate data entry of client load submissions through TriumphPay.
  • Explore and verify client information through web search, phone call and e-mail.
  • Navigate company resources such as Netsuite, FactorFoxx and TQL, to validate data entry and information to complete client profiles.
  • Prioritize and organize workload to adapt with current scheduling needs.

Trust Accountant

Loren D. Starks Co.
01.2016 - 12.2021
  • Direct and delegate operations of the 401(k) plan.
  • Analyze and create data reports by compiling monthly, quarterly and annual valuations.
  • Correspond via email and phone to request data from clients including, per census, contributions, distributions and investments.
  • Manage recordkeeping of distributions, contributions, trades and investments.
  • Initiate creation of business documents and provide amendments and Safe Harbor Notices.

Office Clerk

Distribution Technology Inc./Walmart
01.2014 - 01.2015
  • Dispatch clients/truckers via incoming phone calls and in office.
  • Compile freight bills for processing of accounts payables and receivables.
  • Record and review transactions to maintain inventory control.
  • Input data into database and file, fax, copy and scan documents via Index Plus.
  • Schedule via Global Freight Management Systems for inbound/outbound shipments.

Loan Specialist

Wells Fargo Home Mortgage
07.2007 - 09.2012
  • Schedule loan closings and distribute approved loan modification plans to borrowers.
  • Probe with customers via phone regarding mortgage accounts and to determine reasons for delinquency to provide options for retention.
  • Request financial documents to determine income and assets for review
  • Update and document customer information via data entry in imaging
  • Consult with attorneys on fees and costs associating foreclosures via Vendorscape.
  • Arrange Broker Price Opinion, credit reports, appraisals, escrow set-up and title.
  • Assist in Home Preservation Workshops through company travel.

Education

Associates in Computer Science -

King's College
Charlotte, NC
06.1994

High School Diploma -

West Charlotte High School
Charlotte, NC
06.1993

Skills

  • 65 WPM
  • 10,000 – 12,000 KSPH Alpha-Numeric
  • Global Freight Management Systems
  • Index Plus
  • Microsoft Office
  • Net Suite
  • Transportation Management System
  • Vendorscape

Timeline

Factoring Producer/Processor

TBS Factoring
01.2021 - Current

Processor

TBS Factoring
01.2021 - Current

Trust Accountant

Loren D. Starks Co.
01.2016 - 12.2021

Office Clerk

Distribution Technology Inc./Walmart
01.2014 - 01.2015

Loan Specialist

Wells Fargo Home Mortgage
07.2007 - 09.2012

Associates in Computer Science -

King's College

High School Diploma -

West Charlotte High School

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Intha Phongsavath