LaWanda Carey
Summary
Seasoned financial officer with years of experience in executing complex transactions and ensuring strict regulatory compliance. Demonstrates a strong ability to analyze financial documents and streamline real estate processes, while fostering effective communication with clients and stakeholders. Committed to enhancing operational efficiencies and delivering high quality service in fast-paced environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Client Service Advocate
CFP Board of Standards
12.2020 - 09.2025
- Assists candidates with understanding exam registration, initial certification requirements, and next steps in certification process
- Manages high volume of calls with existing or potential certificates; utilizes variety of personal outreach approaches to facilitate candidate advancement through certification process
- Creates personalized follow-up plans with candidates who have not taken next steps towards certification; understands “why” and provide information that motivates action
- Provides reporting on personal candidate outreach and progress towards certification; collects, records and reports on individual contact feedback to identify common obstacles
- Attends mandatory training sessions to stay up to date on product or company policy changes
- Participates in special projects or support to various departments, as approved by supervisor
- Performs other duties as assigned.
- Facilitated client inquiries, providing accurate information and timely support to enhance customer satisfaction.
- Collaborated with cross-functional teams to resolve complex client issues efficiently and effectively.
Title Processor
Ekko Title
02.2020 - 11.2020
- Processed and reviewed title documents for accuracy and compliance with state regulations.
- Coordinated with lenders, real estate agents, and clients to facilitate smooth transactions.
- Managed title searches using specialized software to ensure timely delivery of information.
- Prepared detailed closing statements to summarize transaction costs and distribute to involved parties.
- Implemented process improvements that enhanced workflow efficiency and reduced turnaround times.
- Analyzed complex title issues, providing strategic solutions to mitigate potential risks during closings.
Mortgage Loan Specialist II
SunTrust Mortgage, Inc
10.2006 - 01.2020
- Provides support to a 25-member underwriting team in the areas of underwriting operations, procedures and policy endorsements and policies
- Provides meticulous attention to detail in analyzing customer's financial evaluating and ensuring overall documents are accurate, complete and compliant, reviewing of financial statements, credit reports, applicable ratios and other supporting documentation acceptability and customer contact
- Maintains monthly activity log of incoming loans and clears accounts for underwriters' review & computes rates and premiums for policies, compiles appropriate declarations, coverage forms, national/local forms, and optional endorsements to complete a policy
Education
Bachelor's degree - Business Administration And Management
Virginia Commonwealth University
Richmond, VA05.2004
High school diploma - Business
Rappahannock High School
Warsaw, VA06.2000
Skills
- Case Management
- Qualia
- IWork
- Document Filing
- MS Office
- Document Review
- Effective negotiation
- Client relationship building
- Follow-up skills
Certification
- Currently enrolled Online VLTA Title Pre-Licensing Course - 2025
- Virginia Real Estate License - September 2020
- Maryland Real Estate License - March 2021
- Virginia Public Notary & Maryland Notary Public
Timeline
Client Service Advocate
CFP Board of Standards
12.2020 - 09.2025
Title Processor
Ekko Title
02.2020 - 11.2020
Mortgage Loan Specialist II
SunTrust Mortgage, Inc
10.2006 - 01.2020
High school diploma - Business
Rappahannock High School
Bachelor's degree - Business Administration And Management
Virginia Commonwealth University