KATHERINE SWINDELL
Ponte Vedra,FL
Summary
Dynamic finance professional with extensive experience at Atlantic Trust Mortgage, specializing in financial transactions and compliance. Consistently maintained meticulous records while surpassing production benchmarks. Skilled in fostering team collaboration and delivering exceptional customer service, ensuring accuracy and efficiency in all operational processes. Aiming to leverage expertise to drive further success and innovation within the finance sector.
Overview
22
22
years of professional experience
Work History
Accounts Payable & Post Closing Manager
Atlantic Trust Mortgage
Ponte Vedra, Florida
05.2021 - 01.2025
- Coordinated payments for all received invoices.
- Ensured accuracy of all organizational charges through close work with ownership.
- Maintained accurate records of all closed files according to company policy.
- Executed funding procedures with precision, ensuring timely financial transactions to complete mortgages.
Senior Loan Closer
Chase Home Finance
Jacksonville, Florida
10.2006 - 08.2007
- Reviewed all loan approvals to confirm satisfaction of closing documents.
- Created final closing documents for seamless processing.
- Verified executed closing documents before authorizing fund release.
- Executed thorough post-closing audit and file shipment.
Loan Processor/Loan Closer
Countrywide Home Loans
Jacksonville, Florida
06.2005 - 10.2006
- Mastered the company's automated loan processing systems.
- Coordinated entire journey of loan applications to final approval.
- Collaborated with loan officers, external vendors and borrowers.
- Reviewed all loan approvals to ensure satisfaction of closing documents.
- Generated final closing documents.
- Examined finalized closing documentation to authorize fund release.
- Conducted comprehensive post-closing audits to ensure accuracy.
Senior Loan Coordinator
Washington Mutual Bank
Jacksonville, Florida
01.2003 - 06.2005
- Processed loans independently.
- Surpassed defined production benchmarks.
- Checked final conditions for compliance.
Education
ASSOCIATE IN ARTS DEGREE -
FLORIDA COMMUNITY COLLEGE OF JACKSONVILLE
Jacksonville, FL01.1999
Skills
- Financial transactions
- Team collaboration
- Record maintenance
- Customer service
- Compliance
- Attention to detail
Volunteer Experience
- VALLEY RIDGE ACADEMY, MERCHANDISE COORDINATOR, 01/19, 01/21, SCHOLASTIC BOOK FAIR CO-CHAIR, 01/21, Present
- NEASE HIGH SCHOOL, MERCHANDISE COORDINATOR, 01/22, Present, EXCEL PROGRAM VOLUNTEER, 01/21, Present
Timeline
Accounts Payable & Post Closing Manager
Atlantic Trust Mortgage
05.2021 - 01.2025
Senior Loan Closer
Chase Home Finance
10.2006 - 08.2007
Loan Processor/Loan Closer
Countrywide Home Loans
06.2005 - 10.2006
Senior Loan Coordinator
Washington Mutual Bank
01.2003 - 06.2005
ASSOCIATE IN ARTS DEGREE -
FLORIDA COMMUNITY COLLEGE OF JACKSONVILLE
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