Summary
Overview
Work History
Education
Skills
Timeline
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Kay Van Name

Liberty,SC

Summary

Familiar with reviewing documents, prepares packages, audits files and transmits documents. Detail-oriented, well-organized and motivated to complete accurate and efficient post-closing work on originated loans.

Overview

27
27
years of professional experience

Work History

Government Loan Delivery Specialist II

Truist Bank
11.2007 - 01.2024
  • Conducted thorough reviews of closed loan files for accuracy and completeness.
  • Worked directly with Management to document processes to be written in Change Control format and submission. GL recon, State Housing procedures and Housing user guides.
  • Monthly review of transferred FHA loans to Housing agency to update system and show transfer within 15 days of servicing transfer.
  • Delivery of Housing/Bond loans to State Housing Agency which includes the purchase submission and final documents within required timeframes.
  • Weekly/Monthly review of GL recon, including match up of correct GL's for debits/credits to clear outstanding entries. Goal to have "0" loans with reconciling differences > 90 days.
  • Managed pipeline of post-closing tasks, prioritizing urgent cases as needed.
  • Maintained open communication with team members, fostering a collaborative work environment that led to improved performance outcomes.
  • Participated in regular audits of closed loan files, identifying areas for improvement in document quality and organization practices.
  • Coordinated with title companies to obtain necessary documents, expediting the loan purchase process.
  • Regularly updated internal systems after loan closures, ensuring accurate data across all departments.
  • Worked with warehouse banks to manage shipment of collateral documents.

Secondary Marketing Loan Delivery Manager

Huntington National Bank
08.1996 - 07.2007
  • Led a team of employees to deliver high-quality mortgage pool packages to MBS and Housing Agencies.
  • Enhanced mortgage processing efficiency by streamlining workflows and implementing new technologies.
  • Increased employee productivity by providing comprehensive training programs on industry regulations and best practices.
  • Began career as a Foreclosure Analyst responsible for processing pending foreclosures and working with clients to insure positive outcomes if possible.


Education

Associates Degree in Applied Business - Executive Secretarial

Terra Technical College
Fremont
05.1984

Skills

  • Loan File Auditing
  • Documentation Management
  • Organizational Skills
  • Adaptability and Flexibility
  • Problem Solving Abilities
  • Post-Closing Compliance
  • Teamwork Orientation
  • Mortgage Industry Knowledge
  • Attention to Detail
  • Deadline Adherence
  • Loan Document Review
  • Lending Software Systems

Timeline

Government Loan Delivery Specialist II

Truist Bank
11.2007 - 01.2024

Secondary Marketing Loan Delivery Manager

Huntington National Bank
08.1996 - 07.2007

Associates Degree in Applied Business - Executive Secretarial

Terra Technical College

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Kay Van Name