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
Frederick, MD
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
Frederick Maryland
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
Frederick, MD
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
Frederick, MD
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