Lashauna Clark

• Supervise the federal work study coordinator and the development of the federal work study program.
• Improved the financial aid processes and experiences by developing a structured office setting.
• Collaborate with fellow counselors to implement best practices in financial aid counseling and case management.
• Implement effective communication strategies to keep students and their families informed about deadlines and important updates related to their financial aid status.
• Conduct informative financial aid workshops, counseling sessions and presentations for current and prospective students, increasing awareness of available resources and support services.
• Provide expert guidance on navigating complex federal regulations, ensuring compliance with all statutory requirements related to student funding programs.
• Managed a caseload of over 300 students, ensuring efficient processing of financial aid applications and disbursements.
• Process internal grants and scholarships, assuring students qualify and meet eligible guidelines.
• Manage escalations from schools, deans and management
• Conduct annual testing to assure all RBHS student population award packages are efficient.

• The primary contact for students, faculty, and staff regarding the work-study program. This includes answering questions, resolving issues, and providing information about eligibility and available positions.
• Ensuring students meet the criteria to participate in the work-study program, which often involves checking their financial aid status and determining if they qualify based on their financial need.
• Collaborating with various departments across the campus to create job opportunities for work-study students. This may include posting available positions and matching students with jobs that fit their schedules and interests.
• Providing guidance to students in their roles, ensuring they understand their responsibilities, work expectations, and any required training or certifications.
• Managing student work hours, ensuring they do not exceed the maximum allowed hours, and processing payroll for work-study students.
• Ensuring that the program follows all federal regulations, including limitations on student work hours, wage rates, and fund distribution.
• Managing the work-study program’s budget, which includes ensuring that federal funds are allocated appropriately and spent within the limits set by the program.
• Developed strong relationships with students and faculty through consistent communication and attentive customer service, resulting in increased overall satisfaction.
• Respond to emails, phone calls, and general inquiries from students, faculty, and external contacts.
• Provide students with financial aid literacy and requirements.
• Assist with resolving disbursement issues and student concerns.
• Assured all student completed financial aid requirements in order to receive their loan disbursements.
• Provide administrative assistance for the RBHS Financial Aid Director and staff.

• Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
• Resolved customer concerns promptly and professionally, fostering trust in the bank''s commitment to quality service.
• Processed loan applications efficiently by gathering necessary documentation and working closely with underwriting teams.(Mortgages, private loans, student loans, credit cards etc.)
• Managed high volumes of transactions while maintaining exceptional speed and accuracy levels.
• Developed strong relationships with customers by providing personalized service, leading to increased referrals.
• Educated customers on various banking options, empowering them to make informed financial decisions.

• Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
• Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
• Supported Encompass users with technical issues, maintained reports on current business regulations and research updated system enhancements.
• Served as a liaison between departments, fostering open communication channels that improved overall organizational function.

• Established and developed systems for post-closing practices within the organization through the development of a systemized workflow.
• Provided professional development to employees and provided ongoing team support to maintain staff accountability.
• Maintained a high-level of expertise relative to all Mortgage documents needed to clear post-closing deficiencies including, but not limited to, disclosures, appraisals, insurance policies, titles, mortgages, tax information, flood and homeowner insurance policies,CEMA, initial and final closing documents, TRID, income and assets.
• Performed daily post-closing legal reviews to ensure completeness, accuracy and compliance, including title reviews, mortgage payoff information, closing disclosures, tax information, CEMA, homeowners and flood insurance information.
• Collaborated with borrowers, brokers, appraisers, title and county offices to obtain sufficient documents needed for curing deficiencies.

• Ensured all underwriting, pre-closing, closing and investor conditions are satisfied.

• Arranged for insufficient recorded documents to be corrected and re-record by mobile.

• Served as post-closing and purchase coordinator expert

• Collaborated with approximately 10 investors, a team of underwriters, loan officers, processors, borrowers, employers, title agencies, realtors, county offices, insurance agents

and appraisers to obtain missing documentation needed for loan transfers and curing deficiencies

• Prepared loan packages for compliance and accuracy by reviewing bank statements, credit reports, appraisals, closing disclosures, loan estimates, CDs, LEs, VOEs, and loan

applications

• Established and maintained thorough knowledge of all investor requirements to ensure quality closing packages and salability.

• Compared LEs and CDs to determine if any cures were needed and fees were disclosed within the appropriate time frame.

• Lead meetings with investors to review investor requirments and process for delivering and purchasing loans

• Worked diligently to get loans sold expeditiously

• Conducted new hire trainings

• Promoted 3 times within organization.

• Supervised a team to ensure sufficient loan preparation, transfer of reverse loan packages to the investors and clearing requested deficiencies.

• Analyzed and organized approximately 10-15 loans daily in investor stacking order.

• Completed the transfer of all reverse loans to the investors

• Collaborated with investors, underwriters and processors to obtain corrected documents

• Communicated and collaborated with borrowers, title agencies, insurance agents and outside vendors to obtain documents needed to clear loan deficiencies for reverse, wholesale

and retail loans.

• Developed the department process for transferring mortgage insurance, ensuring all policies

are current and active.

• Transferred mortgage insurance into the investors name and contact insurance companies and borrowers to schedule payment arrangements on canceled or past due policies

• Recorded all current polices onto an Excel spreadsheet for record keeping.

• Trained new hires within the insurance and reverse mortgage department.