Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
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
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
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, OK
05.1998

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

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Kelli Doan