JANE BURNS
LITTLETON,CO
Summary
Highly skilled Loan Servicing Assistant with background in managing loan portfolios, ensuring compliance with lending regulations and maintaining accurate records. Strengths include strong analytical skills for assessing borrower financial statements, proficiency in using loan servicing software, and ability to manage multiple priorities simultaneously. Significant impact made at previous positions by improving operational efficiency and contributing to customer satisfaction with prompt resolution of queries and issues.
Overview
25
25
years of professional experience
Work History
SPECIALIZED LOAN SERVICING
Computershare SLS
Greenwood Village, CO
04.2018 - 08.2024
- Primary functions - returning all checks back to the borrower/remitter that could not be processed due to not being able to validate the correct loan information for payment on account. If the loan can be validated it also would be returned for the following reasons- if loan was paid in full, check not signed, or if not enough funds to bring account current, or if loan has matured.
- Returning checks back to the remitter/borrower as to not enough to pay off the loan or if the account was in Foreclosure/Bankruptcy.
- Meeting the proper turnaround time with Specialized Loan Associates.
- Scanning all documentation/checks into Global Viewpoint System to show all documentation was reviewed and returned back to the borrower/remitter in a timely manner.
- Balanced all Exception Folders for all departments (i.e. Returns, escrow loss mitigation, and payoff short are sent to the Cash Research Department for review on a daily basis.
- Worked on excel spread sheets to issue checks from Specialized Loan Servicing to either borrower or New Servicer.
- Assisting with Intake Department to review checks and verify if checks can be posted to accounts in a timely manner.
- Set up Payee Vendor Accounts for other departments (i.e. High Risk/Title Companies/Attorney)checks be issued as third party checks and mailed accordingly.
- Posted funds for SCRA (Military Loans) to make sure funds were reversed and waived to account.
- Issued payoff short letters to borrowers with a residual amount of less than One Hundred Fifty dollars.
- Running batches at the end of daily business with Wells Fargo to ensure all checks were deposited correctly to each account.
- Reviewing HELOC loans to verify if payments can be posted to accounts or need to be forwarded to the Credit Resolution Department for review.
- Forwarding Money Orders/Cashier's Checks to High-Risk Department for further review due to fraudulent activity being submitted for payoff of loan.
- All required certification classes were met and passed accordingly.
- Received multiple achievement recognitions from other departments and management for helping with specific deadlines on accounts for borrowers accordingly.
RESTRICTED PROCESSOR
Computershare Investor Services
Highlands Ranch, CO
02.2000 - 02.2016
- Reviewed/processed restricted transfers, legend removal, registration statements, prospectus sales, affiliate transfers, and broker transfer requests via phone/email/fax within a 24-hour period.
- Went 'above and beyond' to provide guidance and documentation to team members in a timely manner.
- Researched complex transfer issues and provided advice to resolve difficult issues.
- Created formatting guidelines for reject letters, which were adopted among restricted processor team. This resulted in a decrease of incorrect format/wording in reject letters.
- Scanned, restricted transfers utilizing the 'scrip' system resulted in 100% of transfers being processed.
- Ensured new hires were trained properly by providing 1-on-1 training and proper tools to review and process restricted transfers.
CORPORATE ACTION PROCESSOR
Computershare Investor Services
HIGHLANDS RANCH, CO
02.2010 - 02.2011
- Reviewed letters of transmittal, stock certificates, and other documents submitted for corporate actions to ensure they were properly completed.
- Prepared client proposals for corporate actions, such as name changes, stock splits, and stock dividends.
CO-AGENT PROCESSOR
Computershare Investor Services
Highlands Ranch, CO
02.2000 - 02.2010
- Managed trade share processing for 90 client companies of our Canadian office. Appointed and served as the only Co-Agent processor to handle Canadian co-agent accounts.
- Received 2007 recognition for successful migration of the 'SCRIP' system.
- Collaborated with the corporate action department in the 'SCRIP' migration process.
Education
CERTIFICATE FOR BANKING - Banking And Finance
NATIONAL TELLER SCHOOL
Denver, CO08-1988
High School Diploma -
SHERIDAN HIGH SCHOOL
SHERIDAN, CO05-1988
Skills
- Transfer Agent Operations, Research Share Values, Essential Registry, Certificate Inventory, Affiliate Requirements, Quality Assurance, Customer Service Agent, Edgar Knowledge, Data Entry, Issuers/Brokers/Shareholders, SEC Rules & Guidelines, Medallion Guarantee Stamp Verification, Team-Oriented, Confidential Information
- Microsoft Word, Fidelity, Big Charts, DTC, Excel, SEC Website, Deposit Withdrawal Account Custodian System, SCRIP System
Timeline
SPECIALIZED LOAN SERVICING
Computershare SLS
04.2018 - 08.2024
CORPORATE ACTION PROCESSOR
Computershare Investor Services
02.2010 - 02.2011
RESTRICTED PROCESSOR
Computershare Investor Services
02.2000 - 02.2016
CO-AGENT PROCESSOR
Computershare Investor Services
02.2000 - 02.2010
CERTIFICATE FOR BANKING - Banking And Finance
NATIONAL TELLER SCHOOL
High School Diploma -
SHERIDAN HIGH SCHOOL
Similar Profiles
Kelsie RaglandKelsie Ragland
Asset Conversion Coordinator II at Computershare SLSAsset Conversion Coordinator II at Computershare SLS
JUANITA LINGJUANITA LING
OPERATIONAL RISK & CONTROLS SENIOR SPECIALIST at Computershare/Specialized Loan Servicing (SLS)OPERATIONAL RISK & CONTROLS SENIOR SPECIALIST at Computershare/Specialized Loan Servicing (SLS)
TIFFANY BehmTIFFANY Behm
INVESTOR REPORTING ANALYST at SLS, COMPUTERSHAREINVESTOR REPORTING ANALYST at SLS, COMPUTERSHARE
Vincent RoeVincent Roe
Service Lot Manager at Mercedes-Benz of LittletonService Lot Manager at Mercedes-Benz of Littleton
Jonah CullenJonah Cullen
Late Model Stock Car Driver at Self Employed- JC Racing, LLCLate Model Stock Car Driver at Self Employed- JC Racing, LLC