Kelli Doan
Frisco,TX
Summary
Driven by 16 years in the financial services and mortgage industry, notably with Bank of America, I excel in analytical thinking and problem-solving, ensuring compliance and maximizing recovery. My expertise in MS Excel and adeptness at independent work have significantly contributed to financial risk mitigation and enhanced recovery processes in a production environment.
Overview
18
18
years of professional experience
Work History
Analyst II, Loan Reconciliation
PennyMac Loan Services, LLC
2201 W Plano Pkwy, Plano TX
06.2017 - Current
- Review completed loan files to validate that all required investor, insurer, and/or PennyMac guidelines were met in a timely manner (and therefore entitling PennyMac to financial recovery)
- Reconcile financial transactions to ensure maximum recovery for the company
- Prepare monthly reports on monetary losses due to curtailments or other servicing
deficiencies - Present losses to management in regular established loss forums
- Seek third party recovery of losses, as stipulated in the reps and warranties of specific
transactions - Negotiate full or partial settlements with MI, Investor, or other third parties, as required
- Consult with various business units to identify risk or exposure to losses and develop
procedural recommendations - Perform work duties utilizing MS Access or Sequel database, including query design
and execution - Perform other related duties as required and assigned
- Demonstrate behaviors which are aligned with the organization’s desired culture, ethics and values
Claims Specialist
Nationstar Mortgage DBA Mr. Cooper
4000 Horizon Way, Irving TX 75063
07.2014 - 06.2017
- Review Reverse Mortgage completed loan files to validate that all required investor, insurer, and/or Nationstar (Mr. Cooper) Mortgage guidelines were met in a timely manner for recovery.
- Review and and process initial claim to file with HUD after foreclosure sale for recovery.
- Audit default/liquidation process for all Reverse Mortgage loans to ensure they are in compliance with HUD guidelines of initial claims.
Quality Assurance Analysts
Bank of America
7105 Corporate Dr, Plano TX 75024
10.2006 - 07.2014
- Final Reconciliation - Reconcile Financial transactions to ensure maximum recovery for Bank of America at the same time identify and report areas of financial risk to prevent additional losses
- Maintained comprehensive knowledge of relevant industry regulations and standards, ensuring compliance throughout the QA process
- Reconcile and report realized gains or losses that have been liquidated through the reconciliation process
- Reviews interest curtailment loans to ensure correct curtailed date. Seeking any losses from insurer or vendors relating to missed curtailments
Education
Bachelor of Science - Microbiology
University of Oklahoma
Norman, OK05.1998
Skills
- Analytical Thinking
- Highly motivated with strong time management skills in a production environment
- Team player with strong attention to detail and ability to work independently
- Excellent critical thinking, problem solving, and mathematical skills, and sound
judgment
- Highly Proficient in MS Excel and Word
- 16 years of experience in Financial Services and mortgage industry
- Documentation And Reporting
Timeline
Analyst II, Loan Reconciliation
PennyMac Loan Services, LLC
06.2017 - Current
Claims Specialist
Nationstar Mortgage DBA Mr. Cooper
07.2014 - 06.2017
Quality Assurance Analysts
Bank of America
10.2006 - 07.2014
Bachelor of Science - Microbiology
University of Oklahoma