LAURA A WALKER
Summary
Results-driven Finance Coordinator with 10+ years of financial industry experience. Proficient in process improvement with history of streamlining processes to reduce errors. Adaptable, analytical and skilled in performing administrative tasks.
Overview
15
15
years of professional experience
Work History
Finance Associate 1
Fidelity Investments
11.2021 - Current
- Receive Customer calls in reference to there 401K Retirement Savings Plan
- Daily intake of calls is 40-60
- Assist and resolve customers request
- Process loans, rollovers and withdrawals from there 401k plan
- Inform Customers of tax liabilities for withdrawal's
- Update address's, telephone numbers, email address's
- Inform customers of tax liabilities for withdrawal's and government regulations
- Explain Plan rules and benefits to customer's
Loan Review Specialist II/Commercial Loan Processor
Southwest Capital Bank
01.2017 - 09.2019
- Created consumer/commercial mortgage loans documents using Laser Pro (LO)
- Reviewed pre/post conventional consumer and commercial loans
- Processed refinance loans, consumer loans, auto loans, home improvement loans, revolving lines of credit
- Verified TRID, HMDA, DTI, LTV
- Maintained pipeline of all closed loans in excel spreadsheet
- Created tracking logs for all loans
- Reviewed and verified all required documents for consumer and business's(Ucc filing, articles of organization, insurance binder, title, appraisal, good standing, flood insurance, OFAC
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Funded all closed loans.
Tax Service Specialist
Corelogic Tax Service, LLC
10.2011 - 10.2016
- Recovered escrow payments for municipalities, home owners, schools and business's
- Opened and processed research case's
- Created TAR payments within the database
- Balanced incoming checks daily from database
- Researched erroneous payments
- Daily calls to municipality's for recovery
- Maintained tracking log for closed case's
- Identified incoming mail for bill indexing
- Placed stop payments on check
Indirect Auto Loan Processor
ESL Credit Federal Union
09.2008 - 04.2011
- Processed all indirect auto loan applications
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Inputted all required information into mainframe
- Assisted dealers and applicants with questions
- Booked all loans
- Mailed correspondence
Education
AAS-Computer Information Systems -
Monroe Community College
01.1996
High School Equivalent -
01.1984
Skills
- Petty Cash Disbursement
- Coaching and Training
- Database Record Keeping
- Data Entry
System Experience
Proficiency: Microsoft 10, Laser Pro, Fi-serv, Word 365, Excel, Outlook, As400, Database, TAR
Timeline
Finance Associate 1
Fidelity Investments
11.2021 - Current
Loan Review Specialist II/Commercial Loan Processor
Southwest Capital Bank
01.2017 - 09.2019
Tax Service Specialist
Corelogic Tax Service, LLC
10.2011 - 10.2016
Indirect Auto Loan Processor
ESL Credit Federal Union
09.2008 - 04.2011
AAS-Computer Information Systems -
Monroe Community College
High School Equivalent -
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