Ja-Juan Victor
Charlotte,NC
Summary
Results-driven professional with expertise in document management and compliance from Movement Mortgage. Proven ability to enhance customer engagement and streamline processes, achieving significant improvements in service delivery. Skilled in financial analysis and team collaboration, fostering strong relationships and ensuring operational excellence. Committed to maintaining accuracy and attention to detail in all tasks.
Overview
4
4
years of professional experience
Work History
Trailing Docs Specialist (Temp)
Movement Mortgage
Fort Mill, SC
07.2025 - Current
- Document Collection & Tracking: Monitor and collect necessary documents like deeds of trust, title policies, insurance policies, and final closing disclosures (CDs) that follow a loan's closure.
- Document Review: Perform formal reviews of all final loan documents to ensure accuracy and completeness within required timeframes.
- Data Entry & Filing: Record (check-in) documents into a database or document management system and accurately file or scan them for proper record-keeping.
- Communication & Coordination: Contact internal teams, borrowers, lenders, title companies, and investors to follow up on pending documents and resolve issues.
- Compliance: Ensure all collected documents meet company policies, regulatory standards, and investor requirements.
- Reporting: Generate reports to track the status of outstanding documents and deliver tracking information.
Service Professional (Financial Advisor in Training)
LPL Financial
Fort Mill, SC
10.2024 - 12.2024
- Evaluate client inquiries to identify trends, enhancing service response strategies and fostering client satisfaction.
- Partner with cross functional teams to streamline service processes, encouraging cohesive operations and improved efficiency.
- Implement new client management protocols, achieving noticeable improvements in service delivery and client retention.
- Provide administrative support to advisors, including scheduling appointments, preparing materials for client meetings, and keeping client management systems up to- date.
- Support the inbound call center team that serves financial advisors by answering questions, handling complex calls, and providing coaching.
- Maintain accurate client records, ensuring compliance with regulatory standards and supporting seamless service operations.
- Provide empathetic client support, building strong relationships and enhancing the overall client experience.
Assistant Branch & Account Manager
Regional Finance
Spartanburg, SC
08.2023 - 09.2024
- Enhance customer satisfaction through exceptional service and tailored loan solutions.
- Accurately process loan applications, ensuring compliance and security in cash management.
- Boost account volume via effective customer engagement and strategic outreach.
- Reduce delinquent debt by efficiently managing collections and customer communications.
- Lead initiatives to minimize delinquent debt, implementing strategic calls that resulted in noticeable reductions in past-due accounts.
- Ensure precise cash handling and security, maintaining compliance with company policies and safeguarding financial integrity.
- Coordinate with team to streamline loan application processes, enhancing customer satisfaction and operational efficiency.
- Analyze customer data to identify growth opportunities, driving account volume through targeted solicitations and informed decision-making.
- Provide exceptional service, fostering customer loyalty and trust through personalized loan solutions and attentive support.
Assistant Branch Manager & Jr. Accountant
Republic Finance
Simpsonville, SC
11.2021 - 06.2022
- Recommend loan solutions to meet customer financial needs, enhancing client satisfaction.
- Assist in recruitment and training, achieving sales goals and improving branch operations.
- Educate clients on credit improvement and cost reduction, fostering financial literacy.
- Handle loan processing, risk analysis, and credit decisions, ensuring efficient operations.
- Prepare financial documents and oversee accounting procedures, maintaining compliance with GAAP.
- Implement strategic recruitment initiatives, enhancing team performance and aligning branch capabilities with company goals.
- Conduct comprehensive risk assessments, improving loan approval accuracy and safeguarding company assets.
- Facilitate cross-departmental training programs, fostering a culture of shared knowledge and operational excellence.
- Streamline loan processing workflows, achieving noticeable reductions in approval times and elevating client satisfaction.
- Review and optimized financial statements, ensuring compliance with GAAP and maintaining fiscal integrity.
Education
Bachelor of Business Administration - Accounting Concentration
Coker University
Hartsville, SC05.2021
Skills
- Document management and data entry
- Compliance and risk assessment
- Customer engagement and relationship management
- Financial analysis and reporting accuracy
- Team collaboration and problem solving
- Time management and attention to detail
- Strategic planning
- Customer relations
Gaps
Pursued basketball career
Timeline
Trailing Docs Specialist (Temp)
Movement Mortgage
07.2025 - Current
Service Professional (Financial Advisor in Training)
LPL Financial
10.2024 - 12.2024
Assistant Branch & Account Manager
Regional Finance
08.2023 - 09.2024
Assistant Branch Manager & Jr. Accountant
Republic Finance
11.2021 - 06.2022
Bachelor of Business Administration - Accounting Concentration
Coker University