Kandis Davis
Raleigh,NC
Summary
Highly skilled Document Specialist with background in managing, organizing and maintaining documents for large-scale projects. Strengths lie in understanding document lifecycle management, implementing organization systems, and ensuring compliance with company policies. Previous roles have seen significant improvements in information accessibility and reduction of misplaced documents. Possess strong technical skills including proficiency in document management software.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Document Specialist
First Citizens Bank
Raleigh, NC
12.2022 - Current
- Organizing: Ensuring documents are organized and easily accessible
- Completed regular chart audits and filled out requests for any missing documents.
- Maintained all records and updated systems to reflect newly added files.
- Purged obsolete documents when needed and tracked with spreadsheets.
- Analyze and validate all required documents for loans
- Review an audit all incoming documents for loans
- Monitoring order expenses and tracking inventory to ensure a positive flow of goods
- Communicated with parties to the transaction to update them on loan status.
- Generated reports summarizing data related to document activities including scan counts, retrieval statistics.
Closer
Mammonth Title
Remote
02.2020 - 12.2022
- Schedule all closings and set up closing notary
- Order payoffs
- Balance CD with lenders
- Prepare final lender docs
- Prepare preliminary and final CD
- Provide great customer service to internal and external customers
- Set up file for the funding department
- Review title binder
- Reviewed title commitments to ensure clear titles were obtained prior to closing.
Agent Services
McEnearney Associates
Alexandria, VA
04.2018 - 08.2019
- Maintain and review and approved all files and contracts
- Ensuring all policies and procedures according to state regulations are followed
- Handling all agents and staff inquiries in timely matters
- Training new agents on all software
- Creating marketing flyers at agents request
- Posting properties and events on Social Media
- Uploading new properties in Bright MLS
- Sending out customer surveys after closingsSettlement Processor
Settlement Processor
Key Title
Washington, DC
04.2015 - 04.2018
- Opening and enter all new files into TSS
- Order Title Abstracts, Survey, Payoffs
- Reviewing and clearing Title
- Prepare Title Binder
- Assist in Preparing Closing Disclosure
- Prepare Lender Signed docs
- Prepare Title Policy
- Prepare Abstract Package for Recording
- Communicate with Realtors, Lenders, Buyers and Sellers
Property Specialist
Keller Williams Realty
Upper Marlboro, MD
01.2009 - 04.2015
- Plan, direct, or coordinate the selling, buying, leasing, or governance activities of commercial, industrial, or residential real estate properties
- Includes managers of homeowner and condominium associations, rented or leased housing units, buildings, or land (including rightsofway)
- Communicates with agents, title companies, and contractors
- Prepares monthly financial reporting for projects
- Writes and reviews contracts for purchase and lease
- Prepares Market and Job Cost Analyst for all acquisitions
- Prepares and oversees scheduling, accounting and analysis of Client projects and portfolios
- Assists in Audit preparation, review, and annual budgets, quarterly and yearend
- Conducts event and architectural planning and coordination and appraisal reporting
- Assists in business /project development information and its dissemination
- Obtains and secures all permits with local/state government
Office Administrator/Property Manager
Charismatic Real Estate Services
Lanham, MD
08.2005 - 12.2009
- Manage and oversee operations, maintenance, administration, and improvement of residential properties
- Plan, schedule, and coordinate general maintenance, major repairs, and remodeling or construction projects for properties
- Direct collection of monthly assessments, rental fees, and deposits and payment of insurance premiums, mortgage, taxes, and incurred operating expenses
- Implement office policy procedure and prepares profit and loss expenditure reports
- Oversee all bank related reporting for management i.e
- Bank statements, deposits, checks payroll
- Abstract leases, insurance, invoices, and accounts receivables/payable into applicable software
- Process reports for Sr
- Accountant review as well as reviews financial documents and files with clients
- Monitors procurement suspense accounts and reconciles at year's end
- Perform analysis and create ad hoc reports and any additional reports as requested by management
Processor/Closing Manager
First Mortgage America
Lanham, MD
08.2004 - 08.2005
- Interview loan applicants to elicit information; investigate applicants backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department
- Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan
- Oversees the Processing Department, schedules the closing process
- Review Credit reports, title binders, approved/final HUD1 and cleared title issues
- Reviews financial documents and underwriting files ensuring that guidelines have been met
- Verifies income documents, updates and processes files using Genesis database system
Education
High school diploma -
Frederick Douglass High School
Upper Marlboro, MDSkills
- Customer Support
- Property Management
- Credit Analysis
- Accounts Payable
- Accounts Receivable
- Microsoft Office
- Account Reconciliation
- Title processing
- Analysis skills
- Purchasing
- Fair Housing regulations
- Documentation review
- Research
- Escrow
- Contracts
- Microsoft Access
- Google Suite
- Project management
- Filing
- Negotiation
- Windows
- Loan origination
- Google Docs
- Contract management
- Adobe Acrobat
- Zendesk
- Social media management
- VoIP
- Business requirements
- Leadership
- Banking
- DocuSign
- Financial services
- Document management
- Conflict management
- Human resources
- Database management
- SharePoint
- Computer skills
- Motivational interviewing
- Data collection
- Guest services
- Continuous improvement
- Risk management
- Bank Secrecy Act
- UCC law
- Remote access software
- Mortgage servicing
- Yardi
- Operating systems
- QuickBooks
- Sales
- Underwriting
- Lending
- TILA
- Loan processing
- CRM software
- Citrix
Certification
Certified Notary Public
Assessments
- Customer focus & orientation, Proficient, 11/01/21
- Administrative assistant/receptionist, Proficient, 03/01/22
- Written communication, Completed, 08/01/21
- Work style: Reliability, Proficient, 07/01/22
Timeline
Document Specialist
First Citizens Bank
12.2022 - Current
Closer
Mammonth Title
02.2020 - 12.2022
Agent Services
McEnearney Associates
04.2018 - 08.2019
Settlement Processor
Key Title
04.2015 - 04.2018
Property Specialist
Keller Williams Realty
01.2009 - 04.2015
Office Administrator/Property Manager
Charismatic Real Estate Services
08.2005 - 12.2009
Processor/Closing Manager
First Mortgage America
08.2004 - 08.2005
High school diploma -
Frederick Douglass High School
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