Loreta Lewis
Dallas
Summary
Focused and dedicated Legal Assistant with exceptional work ethic and proven strengths in case management support. Strong multitasker skilled at managing high-volume caseloads while consistently meeting deadlines. Persistent and resourceful problem-solver with excellent research and communication skills. Self-motivated case management. Manages highly confidential information with professionalism and integrity. Experienced Representative with background writing correspondence and contracts. Dedicated to serving client needs with comprehensive assistance to attorneys and professional work with court staff. A hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Organized and motivated employee eager to apply time management and organizational skills in various environments. Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Accomplished Customer Account Management professionally with a solid background in relationship management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Legal Assistant
U.S. Small Business Administration
Fort Worth
04.2023 - 09.2025
- Prepared and reviewed legal or loan documents for completeness, accuracy, and compliance to assist individual borrowers with residential and business loans.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Perform clerical functions, which include answering inquiries promptly, handling sensitive information securely and professionally, and dealing with controversial issues tactfully.
- Present information clearly and professionally, produce well-written error-free materials, and contact colleagues or external customers regarding inquiries.
- Use computer and other electronic equipment and software applications to produce written reports, spreadsheets, emails, and other documents or reports.
- Communicating clear and sufficient information to internal or external customers.
- Use desktop computers and software programs to prepare and update documents, such as correspondence, electronic spreadsheets, and databases that log the performance of daily duties.
- Maintaining or safeguarding documents/records containing sensitive or confidential information in a business environment, such as documents containing personal financial information or Personally Identifiable Information and preparing or proofing legal documents.
- Manages and distributes received mail into different departments, ensuring efficient communication and prompt delivery to the intended recipients.
- Process UCC3 Continuation checks by request through spreadsheet, get endorsements and mail to borrower/payee name state.
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
Funding representative
Mercedes-Benz financial services
Fort Worth
08.2022 - 04.2023
- Maintain knowledge of all supporting systems used in the processing of contracts to ensure observation of funding procedures and compliance.
- Examine all aspects of contracts and credit applications for completeness, proper date/signature, accuracy, and compliance with all State, Federal, and internal operational requirements.
- Ensure all necessary documents within the contract package are accurate. Include disclosed internal policies and procedures.
- Verify and correct dealer/contract rates, service charges, and accurate calculations by rate letters and special programs.
- Accurately input contract details required to process contracts and fund dealers.
- Provide proactive oral and written communication and updates regarding the status of transactions to ensure timely booking and funding.
- Work with Dealer Support Representatives and the Accounting Department to deliver high-quality service to our vendors and end users while ensuring that transactions are finalized accurately and funded on a timely basis.
- Track and monitor progress payment and partial funding to ensure compliance with set policy.
- Participate in audit reviews every month.
- Signing of Lease documents by designated signing authority.
- Observe day-to-day occurrences related to individual transactions, and prepare project reports on pre-determined frequencies, with an emphasis on credit deterioration.
- Watch borrowers and guarantors for warning signs of credit deterioration and utilize a comprehensive risk management system that serves as a workflow management, covenant tracking, contact, and credit rating system to ensure that project risks stay within acceptable bounds.
- Established relationships with existing customers to promote new product or service opportunities.
- Answered phone calls and directed them to appropriate personnel.
- Processed payments using system software.
- Demonstrated exceptional service skills by going above and beyond to satisfy customers.
- Notified clients of payment discrepancies through notices.
- Consistently met daily performance goals set by management team members.
- Audited company's legal documents to verify compliant policies and procedures.
- Assisted customers with order placement, returns, exchanges, and refunds.
- Educated customers on product features and benefits to ensure they make the best choice.
- Assist manager in the training and task development of new employees.
- Assume job responsibilities for co-workers when they are out of the office.
Lease Program Advisor
Mercedes-Benz financial services
Fort Worth
03.2022 - 08.2022
- Served as a liaison between the company's internal departments and outside entities regarding lease-related topics.
- Explained financial concepts in an easy-to-understand manner.
- Maintained relationships with existing customers while seeking out new business opportunities.
- Resolved disputes between customers and the company regarding lease terms and conditions.
- Monitored customer payments and worked proactively to prevent late payments or defaults.
- Negotiated favorable terms for customers to secure new or renewed leases.
- Schedule vehicle inspections for customers approaching the end of the lease with the inspection vendor.
- Provided lease maturity analysis and advice to customers.
- Oversee and manage specific assets in the loan portfolio associated with Title.
- Communicated regularly with customers regarding any changes in their existing leases or upcoming renewal dates.
- Achieved day-to-day duties accurately and efficiently.
- Completed group projects, working smoothly with others.
Investor Analyst Representative
Bank of America
Fort Worth
05.2021 - 03.2022
- Researches and resolves Bank Reconciliation cash discrepancies as required.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Investigate corporate accounting and financial analysis reports.
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Provides Daily and Monthly reporting to GSE entities is completed accurately and within required timelines.
- Confirms remittance funds to GSE entities are completed accurately and within required timelines.
- Sticks to all BANA, Fannie Mae, Freddie Mac, Ginnie Mae, and other investor guidelines.
- Process bank wires, research analyzing problems, gathering data, and Providing solutions.
- Researches and resolves reporting exceptions at the root cause level and works with upstream business partners for full resolution as required.
- Answers inquiries from various departments, management teams, and GSE entities.
- Gather and respond to internal and external audit requests.
- Assist on special projects relating to process improvements and/or internal system enhancements.
- Identifies, develops, and presents documentation for enhancements to improve operational efficiency and effectiveness.
- Performs other duties as assigned by management.
- Knowledgeable of all jobs within the department to cover the desk of absence co-workers.
- Worked with cross-functional teams to achieve goals.
- Completed day-to-day duties accurately and efficiently.
Partial Release Mortgage Processor
Bank of America
Plano
11.2016 - 05.2021
- Sort and deliver inter-office/incoming mail and packages accurately and promptly.
- Perform loan transactions including account research and loan maintenance.
- Balance general ledger entries into the accounting system and work with the accounting department to correct any discrepancies promptly.
- Provide careful and timely review of various requests (Partial release of land, Oil and Gas lease, the release of timber, Aviation easement, Consent to Easement, Subdivision, and release, Co-op Sublease, Structural Changes, Department of Transportation taking) to alleviate potential customer impact issues.
- Take appropriate action to address any issues.
- Ensuring required supporting documentation is included in the application package and associated fees are received from the borrower to start a review for possible approval.
- Research customer's requests to a logical conclusion and execute remedial action.
- Communicate to the customer the results of research and resolution of the problem effectively and timely.
- Provide world-class customer service to internal and external customers (attorneys, title agents, county agents, and other authorized third parties).
- Total adherence to the customer Values and Difference concepts.
- Collect and analyze documents from customers, title companies, attorneys, and appraisers to minimize risk.
- Increased revenue by increasing Partial Release referrals—specifically in the areas of Partial release of land, Oil and Gas lease, the release of timber, Aviation easement, Consent to Easement, Subdivision, and release, Co-op Sublease, Structural Changes, Department of Transportation taking.
- Cling to pertinent laws, regulations, customer Corporate Compliance Policy, and external compliance requirements.
- Adapted to significant internal organizational changes and continues to meet and exceed goals and quotas during turbulent times.
Qualified Assumptions Specialist II
Bank of America
Plano
05.2015 - 11.2016
- Receives calls from existing customers, third parties, and attorneys assuming mortgage loans.
- Directed a percentage of calls to the appropriate line business.
- Assisted with customer requests and answered questions to improve satisfaction.
- Educated customers on product features and benefits to ensure they have corrected information.
- Ongoing knowledge of VA, FHA, USDA, and GSE loans necessary for processing.
- Ensure the process and documents necessary to underwrite applications for assumption including non-credit qualifying and fully underwritten credit qualifying assumptions for all loan types.
- Prepare required documents and execute to customers.
- Consultative selling based on data collected from customers and expectations.
- Increase company revenue for some accounts by advising of refinance option/s.
Case Management Process Support I associate
Bank of America
Addison
06.2011 - 05.2015
- Collect and analyzes documents from the borrowers, the credit bureaus, title companies.
- Prepared and processed loans to underwriting.
- Managed relationships with customers and key decision makers.
- Collect income documents paystubs, Tax Returns for self-employed customers, Profit and Loss statements, bank statements, financial statements.
- Ordered title reports, resolved judgements and liens on property.
- Perform special projects and managed a pipeline of 40 plus loans.
- Delivered a first class proactive customer service through inbound and outbound communication by telephone, email and letter to all case stakeholders including introducers, service suppliers, reference providers and occasionally applicants.
- To input and process new business enquiries to pre-defined standards and service level agreements ready for underwriter approval.
- To input and process mortgage applications to pre-defined standards and service level agreements from initial receipt through to completion.
- Ensuring a high level of accuracy for data entry and ongoing record keeping.
- Supporting the underwriting team and peer group in delivering an excellent, compliant service and a prompt and accurate decision at each stage of the process.
- Build and maintain effective relationships with all new and existing clients.
- Act as the first ‘port of call’ for clients, lenders and conveyancers with any queries on a particular mortgage case (at all stages of the process from successful DIP through to legal completion and beyond).
- Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence from clients, lenders or conveyancers.
- Liaise with mortgage consultants, appraising them of the progress of specific mortgage cases and seeking to resolve any queries arising.
- Liaise with the line manager, escalating any specific problems for discussion and resolution Daily Operations.
- Works within prescribed procedures and practices.
- Inputs, updates and maintains data so that systems and files accurately reflect current position at all times.
- Produces written correspondence and documents using standard formats.
- Manages diary system to monitor cases and progress chase as appropriate.
- Follow case progress through the completion and beyond.
Sr LN Modification Servicing Specialist
Bank of America
Richardson
09.2009 - 06.2011
- Responsible for a loan Portfolio that includes high-value and high-risk loans for residential and/or commercial.
- Prepare loan documents and or modification documents for Residential, Commercial Business Banking Loans per Credit Policy guidelines.
- Oversee and manage loan portfolio, Leading the restructuring of all defaulting or defaulted loans that are deemed.
- Following acceptable federal and residential standards to maximize recoveries.
- Communicated with customers via telephone to answer questions, process transactions and resolve issues.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Analyzed clients' budgets, income, and expenses to determine whether a loan modification is feasible.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Calculated income, assets, and liabilities to meet lender requirements.
- Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
- Ensured that all documentation was properly completed before submitting it for approval.
- Examine the applicant's financial and credit status, evaluating assets and risk to determine loan feasibility.
- Communicated regularly with clients throughout the entire process of obtaining a loan modification.
- Worked closely with legal teams to ensure all documents related to the loan modification process complied with regulations.
- Executed loan origination process and ordered credit reports, appraisals, preliminary title reports, insurance information, and flood certificates.
- Discuss settlement options to avoid foreclosure: Deed-in-Lieu (DIL): Coordinates and executes legal documents to finalize and record a DIL.
- Short Sale: Determines when a delinquent mortgage or home equity loan moves to legal action or foreclosure.
- Contact customers requesting additional information on incomplete modification packages.
- Evaluate and negotiate different workout options depending on the investor.
- Open and close work tasks (pending modifications, loss mitigations, deed in lieu, foreclosure).
- Set up debt payment plans based on client credit, income, and assets.
- Modified existing software systems to enhance performance and add new features.
- Monitored customer accounts regularly after completion of the loan modification process.
Education
Certification -
First Step to Medicine
Diploma -
South Oak Cliff High School
Skills
- Microsoft Office
- Excel skills
- Litigation Support
- Document Control
- Office Management
- Document Preparation
- Negotiation
- Billing Statements
- Risk Management
- Document Control Support
- Customer Relationship Management
- Case Management
- File Organization
- Confidentiality
- Legal Research
- Administrative Assistance
- Contract Review
- Database Management
- Legal Compliance
- Task Prioritization
- Document Writing and Editing
- AS400
- ALS
- SharePoint Website
- Check Processor
- Cash Pro System
- Data Entry
- Document Portal
- Lamp applications
- Home Saver system
- MSP/Lending Portal
- CAWeb System
- Imaging system/s -ECM
- CAFS Systems
- LIRA/LAP Application
Certification
Certified Nursing Assistant, Patient advocacy and support, Patient monitoring, Confidentiality, Personal care, Infection control, Communication, Patience, Attention to detail
Activities
- Open-minded
- Emotionally intelligent
- Resilient
- Creative
- Adaptable
- Effective at managing my time.
Timeline
Legal Assistant
U.S. Small Business Administration
04.2023 - 09.2025
Funding representative
Mercedes-Benz financial services
08.2022 - 04.2023
Lease Program Advisor
Mercedes-Benz financial services
03.2022 - 08.2022
Investor Analyst Representative
Bank of America
05.2021 - 03.2022
Partial Release Mortgage Processor
Bank of America
11.2016 - 05.2021
Qualified Assumptions Specialist II
Bank of America
05.2015 - 11.2016
Case Management Process Support I associate
Bank of America
06.2011 - 05.2015
Sr LN Modification Servicing Specialist
Bank of America
09.2009 - 06.2011
Certification -
First Step to Medicine
Diploma -
South Oak Cliff High School