Jessica Rohrer
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Loan Document Specialist IV
Wells Fargo, NA
07.2011 - 11.2022
- Carefully reviewed all documents and reports for completeness and accuracy.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
- Coordinated document exchange between departments, contractors, suppliers and customers.
- Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.
- Used Adobe Acrobat, Blue Beam and ProjectWise for document management and enhancements.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Built and maintained relationships with tax and insurance dept's and outside vendors.
- corrected and / or adjusted tax and insurance lines after researching tax and insurance bills.
- identified reasons behind the tax overage or shortages.
- Communicated with tax authorizes, title companies, insurance companies, 3rd party vendors and agents.
- communicated with internal and external customers on a daily basis.
- consistently met and exceeded departmental standards for quality, productivity and compliance
- Identified and communicated trends in a timely and effective manner
- provided training and floor support to my internal team members
- attended conference calls to the processes that I was SME for with the year end team, Accounting and Home Equity
- Liaison between several teams within Wells Fargo - Year End team, Pricing and Home Equity
- Help create and write procedures for our department and team
- help create new several processes for our department
- completed audit work for management for fellow team members.
- Manually boarded loans that didn't board to system
- reviewed Prepaid interest to verify it was collected correctly at closing
- processed retracted loans that boarded and shouldn't have boarded to the system yet.
- reviewed loans that have over disbursed and analysis loans taxes and insurance to make sure they were paid correctly
- worked on and audited Home Equity loans plus provided training
- pulled many reports and documented information while working directly with my manager and team
Loan Processor /Loan Document Specialist
Wells Fargo, NA
09.2008 - 07.2011
- Carefully reviewed all documents and reports for completeness and accuracy.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
- Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
- Coordinated document exchange between departments, contractors, suppliers and customers.
- Established and managed document distribution matrix and document control register.
- Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.
- Used Adobe Acrobat, Blue Beam and ProjectWise for document management and enhancements.
- Processed loan application for single family, multi family, condominium and cooperative properties.
- *Obtaining and reviewing documents from customer and preparing documents for submission and review by Underwriting team.
- Maintaining knowledge of underwriting standards and guidelines as well as federal and state requirements
- provide timely and clear communication with customers, loan officers, settlement agents and other counter -parties.
- provide guidance and training to other mortgage processors.
- Processed loan application for single family, multi family, condominium and cooperative properties.
- Obtaining and reviewing documents from customer and preparing documents for submission and review by Underwriting team.
- Maintaining knowledge of underwriting standards and guidelines as well as federal and state requirements
- provide timely and clear communication with customers, loan officers, settlement agents and other counter -parties.
- provide guidance and training to other mortgage processors.
Account Representative
Wells Fargo, NA
12.2006 - 09.2008
- Collaborated with other departments to address customer needs and service requests.
- Analyzed accounts for delinquencies and other ongoing issues.
- Processed client payments and updated accounts.
- Supported customer satisfaction through regular follow-up and communication.
- Partnered with loan officers on loan and pricing scenarios
- Completed pipeline reviews with loan officers in the southeast region
- traveled to sales offices and offered in person training
- Liaison between home equity and fulfillment
- Worked with management on escalated issues
Loan Processor /Loan Document Specialist
Wells Fargo, NA
06.2003 - 12.2006
- Carefully reviewed all documents and reports for completeness and accuracy.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
- Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
- Coordinated document exchange between departments, contractors, suppliers and customers.
- Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
- Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.
- Established and managed document distribution matrix and document control register.
- Used Adobe Acrobat, Blue Beam and ProjectWise for document management and enhancements.
- Processed loan application for single family, multi family, condominium and cooperative properties.
- Obtaining and reviewing documents from customer and preparing documents for submission and review by Underwriting team.
- Maintaining knowledge of underwriting standards and guidelines as well as federal and state requirements
- provide timely and clear communication with customers, loan officers, settlement agents and other counter -parties.
Education
No Degree -
Hagerstown Community College
Hagerstown, MDHigh School Diploma -
Boonsboro High School
Boonsboro, MD06.1991
Skills
- Data Accuracy
- Process Improvement
- Staff Meetings
- Interoffice Correspondence
- Contacting Borrowers
- Project Support
- Quality Assurance
- Document Distribution
- Document Organization
- Microsoft Office
- Monthly Closings
- Property Appraisals
- Team Goals
- Government Standards
- Loan Paperwork
- Calendar Maintenance
- Critical Thinking
- Customer Follow-Up
- Administrative Procedures
- PowerPoint Presentations
- Processing Loan Applications
- Scanning Processes
- Document Scanning
- Meeting Support
- Adobe Acrobat
- Departmental Support
- Consumer Loan Underwriting
- Data Verification
- Support Closings
- Principal, Interest and Payment Calculation
Timeline
Loan Document Specialist IV
Wells Fargo, NA
07.2011 - 11.2022
Loan Processor /Loan Document Specialist
Wells Fargo, NA
09.2008 - 07.2011
Account Representative
Wells Fargo, NA
12.2006 - 09.2008
Loan Processor /Loan Document Specialist
Wells Fargo, NA
06.2003 - 12.2006
No Degree -
Hagerstown Community College
High School Diploma -
Boonsboro High School