Kellie Bell
Due Diligence / Transaction Management / Mortgage
Wayne,New York
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
Work History
Manager, Client Support
Incenter Dba EdgeMac
Remote, AZ
09.2012 - 06.2022
- Responsible for management of clients throughout relationship life-cycle, including adherence to contractual obligations, service level agreements, policies, procedures and lending legal/compliance requirements
- Managed pipeline for 4 large clients
- Collaborate with internal teams to ensure contract specifications are executed on-time and as agreed
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Work with Senior Management and Legal to develop strategies for resolving disputes and actively participate in client dispute resolution
- Increased productivity by collaborating with business analysts to improve systems used by underwriters
- Developed team communications and information for meetings
- Demonstrated respect, friendliness and willingness to help wherever needed
- Resolved problems, improved operations and provided exceptional service
Team Lead
Carrington Holding Company
Santa Ana, CA
10.2011 - 04.2012
- Responsible for all file flow from setup to funding
- Facilitated all on-boarding new employees
- Maintained company turn times and assisted Account Managers when needed
- Coached 20 team members in techniques necessary to complete job tasks.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions
- Managed schedules, accepted time off requests and found coverage for short shifts
- Trained new team members by relaying information on company procedures
Set-up/Loan Funder
Nations Direct
Irvine, CA
05.2010 - 10.2011
- Facilitated prompt communication with internal and external clients
- Reviewed all loan application materials for detail, accuracy, and completion
- Provided loan production related support to regional sales staff Ensure estimated HUD-1 and final HUD-1 were correct and compliant with 2010 GFE rules
- Responsible for ordering and transferring FHA case numbers Ran reports for CAIVRS Issued all initial disclosures and any COCs
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Monitored pipelines to track and log status of loans.
Operations Manager/Processor
Safe Harbor
Santa Ana, CA
10.2008 - 05.2010
- Responsible for underwriting, and organizing client files
- Responsible for on-boarding and training new hires
- Created process flow for loan modification requests
- Supplied excellent customer service and follow-up throughout modification process for over 100 clients
- Worked flexible hours; night, weekend, and holiday shifts.
- Carried out day-day-day duties accurately and efficiently.
Commercial Loan Processor
Lehman Brothers
Foothill Ranch, CA
09.2007 - 09.2008
- Facilitated accurate and prompt communication with internal and external clients
- Reviewed all loan application materials for detail, accuracy, and completion
- Supplied loan production related support to regional sales staff
- Strategized to find solutions to close files that become challenged after being assigned to loan administration
- Reviewed monthly pipeline of over 50 loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Provided quick turnaround times to maintain fast-past schedule.
Director of Quality Assurance
Ameriquest Mortgage
Anaheim , CA
12.1997 - 03.2007
- Responsible for planning, leadership, innovative problem resolution, analysis, review, and reporting for Internal Control Departments
- Supervised, mentored, and trained 20 quality assurance team members to develop sound understanding of fraud and risk management and ensured highest level of critical thinking, analysis, documentation, and operational efficiency
- Ensured prompt and accurate review of investigations Identified and escalated potentially suspicious activity per internal procedures
- Directed quality assurance teams, shortened validation turnaround times and reduced customer complaints.
- Interfaced directly with high-level executives within client companies, addressing concerns and correcting perceived faults to maintain smooth customer relationships.
Skills
- Underwriting Processes
- Transaction Reviewing
- Closing Disclosures
- Employee Timesheet Processing
- Credit Reports
- Transaction Coordination
- Customer Contact
- Data Integrity
- Document Retrieval
- Debt to Income Ratio
- Appraisal Review
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills
- Underwriting Processes
- Contract Negotiation
- Cold Calling
- Expense Reports
- Transaction Reviewing
- Closing Disclosures
- Employee Timesheet Processing
- Credit Reports
- Transaction Coordination
- Closing Process Coordination
- Customer Contact
- Data Integrity
- Document Retrieval
Quote
I have not failed. I’ve just found 10,000 ways that won’t work.
Thomas Edison
Timeline
Manager, Client Support
Incenter Dba EdgeMac
09.2012 - 06.2022
Team Lead
Carrington Holding Company
10.2011 - 04.2012
Set-up/Loan Funder
Nations Direct
05.2010 - 10.2011
Operations Manager/Processor
Safe Harbor
10.2008 - 05.2010
Commercial Loan Processor
Lehman Brothers
09.2007 - 09.2008
Director of Quality Assurance
Ameriquest Mortgage
12.1997 - 03.2007
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