Data Entry, document review, research
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LESLIE WALTON
Business Professional
Indianapolis,IN
Work Preference
Summary
Analytical professional prepared for this role with extensive experience in data analysis and interpretation. Known for delivering actionable insights and driving process improvements that align with business goals. Highly collaborative team player with focus on achieving results and adapting to changing needs. Skilled in statistical analysis, data visualization, and project management.
Overview
13
13
years of professional experience
Work History
Project Approval Analyst II - Remote
ANNIE MAC HOME MORTGAGE
2024.10 - 2026.02
- Managed the review and final approval decisions on 5 to 8 condo projects through limited and full review process.
- Monitored compliance with regulatory requirements in mortgage operations.
- Approved entire projects through Fannie Mae Condo Project Manager (CPM) or use resources such as FHA approved projects, VA approved projects and Freddie Mac Loan Project Advisor (LPA) for statuses.
- Communicated final decisions of project approval or denial to LO and processor. Upload condo approval to Encompass.
- Updated the Condo Project Approval Database as well as non-QM loans for eResi, Verus and Deephaven.
- Documents reviewed: Condo Questionnaire, Annual Budget, Master insurance policy, Reserve Study with Financials.
- Procured documentation from Condotek/CondoPak to clear conditions, contributed to team meetings and other team assignments.
Temporary Open Enrollment HR Specialist - Remote
ASCENSION/ST VINCENTS
2023.09 - 2024.03
- Managed the administration of employee benefits during open enrollment, ensuring timely and accurate processing of enrollments, changes, and terminations.
- Conducted virtual and in-person open enrollment sessions, providing clear guidance on benefit options, eligibility requirements, and plan changes to employees.
- Collaborated with HR teams and vendors to resolve enrollment discrepancies, ensuring compliance with company policies and regulatory standards.
- Utilized HRIS systems such as PeopleSoft and Genesys Cloud to track and report on enrollment metrics, identifying trends and recommending improvements for future enrollment periods.
- Provided ongoing support to employees with benefit-related inquiries, troubleshooting issues, and assisting with the completion of necessary documentation.
- Facilitated onboarding processes for new employees, ensuring compliance with company policies and procedures.
Condo Project Review Specialist - Remote
CROSS COUNTRY MORTGAGE LLC
2020.10 - 2022.09
- Reviewed and analyzed condominium project documentation to ensure compliance with agency and investor guidelines, including Fannie Mae, Freddie Mac, FHA, USDA and Non-Agency (including condominiums, condos and rental units), DSCR and Investor guidelines and approvals. Trained on co-operative reviews.
- Evaluated the financial stability, insurance coverage, and legal standing of condominium associations to assess project eligibility and mitigate risk. Verified eligibility using CPM and LPA.
- Coordinated with underwriters, loan officers, and property managers to gather necessary documents and resolve project-related issues during the approval process. Average daily reviews totaled $1M+ per day in new loans. Used Encompass and SalesForce.
- Maintained accurate records of project approvals and denials, updating databases and providing detailed reports for management and audit purposes.
- Conducted periodic re-reviews of approved condominium projects to ensure ongoing compliance with changing regulations and guidelines.
- Analyzed review submissions for compliance with established guidelines and standards.
Customer Order Entry Specialist
SECURITAS/STANLEY SECURITY SOLUTIONS
2019.10 - 2020.09
- Accurately entered and processed customer orders into the company’s ERP system, ensuring timely fulfillment and delivery.
- Communicated with customers to verify order details, resolve discrepancies, and provide status updates throughout the order lifecycle.
- Collaborated with the warehouse and logistics teams to coordinate timely fulfillment and delivery of orders.
- Monitored order processing metrics, identifying and addressing bottlenecks to improve efficiency and customer satisfaction.
- Maintained up-to-date records of all customer orders, returns, and exchanges, ensuring data integrity for reporting and analysis purposes.
- Processed high volumes of customer orders accurately and efficiently using order management systems.
Inside Sales Agent
ADT/DEFENDERS
2018.12 - 2019.05
- Managed inbound sales calls, providing product information and addressing customer inquiries. Introduced ADT security products to potential customers.
- Utilized CRM software to track and manage customer interactions and maintain accurate customer records.Software used includes IRIX Interactive Desktop, CRM and Dealmaker.
- Executed follow-up strategies to nurture lead and drive conversions.
- Provided detailed product knowledge and solutions to address customer needs, enhancing customer satisfaction and loyalty.
- Analyzed sales data to identify trends, refine sales tactics, and improve overall conversion rates.
Condo Project Review Specialist
HOME POINT FINANCIAL
2015.05 - 2018.09
- Conducted thorough evaluations of condominium project plans and documentation to ensure adherence to regulatory standards and industry guidelines.
- Assessed financial health, insurance coverage, and legal compliance of condominium associations to determine project viability and risk.
- Coordinated with developers, property managers, and legal teams to gather and review necessary documentation for project approval. Trained new hires in the use of internal systems and flow processes.
- Maintained detailed records of project assessments, approvals, and rejections, providing clear reports for internal and external stakeholders.
- Monitored ongoing project compliance and performance, conducting periodic reviews to ensure continued adherence to regulations and standards.
MERS Coordinator
FREEDOM MORTGAGE
2013.02 - 2015.05
- Managed the submission and tracking of mortgage loan information through the MERS (Mortgage Electronic Registration Systems) platform, ensuring accuracy and compliance with industry standards. Uploaded new loans to LoanServ.
- Coordinated with lenders, servicers, and title companies to resolve issues related to loan registration and transfer processes.
- Conducted regular audits of MERS records to verify data integrity and compliance with regulatory requirements.
- Provided training and support to internal teams on MERS procedures, best practices, and system functionalities.
- Generated and analyzed reports on MERS activity and performance metrics to identify trends, address discrepancies, and improve processes. Use of UltiPro.
- Streamlined workflow procedures, reducing processing time for mortgage applications by implementing best practices.
Education
Master's in Master of Science - Management
Indiana Wesleyan University
Indianapolis2015-04
Skills
- Critical Thinking
- Risk Analysis
- Attention to Detail
- Data Research and validation
- Encompass
- SalesForce
- PayCom
- Time Management
- ServiceNow
- MS Teams
- MS Office
- OneDrive
- AI Tools
- Analytical thinking
Interests
Languages
English
Full Professional
Software
Peoplesoft, Encompass, HRIS , Genesys Cloud
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Project Approval Analyst II - Remote
ANNIE MAC HOME MORTGAGE
2024.10 - 2026.02
Temporary Open Enrollment HR Specialist - Remote
ASCENSION/ST VINCENTS
2023.09 - 2024.03
Condo Project Review Specialist - Remote
CROSS COUNTRY MORTGAGE LLC
2020.10 - 2022.09
Customer Order Entry Specialist
SECURITAS/STANLEY SECURITY SOLUTIONS
2019.10 - 2020.09
Inside Sales Agent
ADT/DEFENDERS
2018.12 - 2019.05
Condo Project Review Specialist
HOME POINT FINANCIAL
2015.05 - 2018.09
MERS Coordinator
FREEDOM MORTGAGE
2013.02 - 2015.05
Master's in Master of Science - Management
Indiana Wesleyan University