Maggie Welin
Coral Springs,FL
Summary
Dynamic Investor Reporting AVP with extensive experience in financial and administrative roles, specializing in operational streamlining and reporting accuracy. Successfully led teams to consistently exceed audit expectations while cultivating strong stakeholder relationships. Proficient in managing multi-line phone systems and enhancing communication efficiency, driving overall organizational success. Committed to leveraging expertise to further optimize financial operations and contribute to strategic decision-making.
Overview
38
38
years of professional experience
Work History
Receptionist/Assistant
Ouidad Salon
Fort Lauderdale
03.2024 - Current
- Open and close salon
- Answer Phones
- Greet/Check in customers
- Schedule appointments
- Check out customers – process payments
- Review Inventory – Create purchase orders
- Receive orders from vendors
Independent Contractor/Consultant
ComRes Telecom Inc
01.2006 - Current
- Part time Book Keeper and Human Resources manager
- Responsible for handling employee health and dental insurance applications and payroll processing
- Oversee quick books postings, perform monthly bank reconciliations, review collection activities, tax audits, provide management with monthly P&L info and prepare yearly tax info for outside accountant
Independent Contractor/Consultant
Bluegreen Corporation
Boca Raton, USA
01.1995 - 01.2006
- Responsible for reporting and remitting duties for REMIC and private investors
- Oversee daily and monthly bank account balancing and reconciliation
- Perform various projects designated by management
- Assist with private investor audits
- Document policies and procedures for Investor Accounting department
Independent Contractor/Consultant
Chase Mortgage
Deerfield Beach, USA
01.1995 - 01.2006
- Responsible for balancing numerous investor and clearing accounts
- Work on special projects for management
- Perform due diligence and audits for Chase SBO clients
Independent Contractor/Consultant
IBM Southeast Employees FCU
Boca Raton, USA
01.1995 - 01.2006
- Reconcile FNMA bank accounts
- Train employees on loan servicing main frame system
- Implement procedures for proper FNMA reporting and remitting
- Assist with external audits performed by FNMA
Investor Reporting AVP
Bluebonnet Savings Bank
Dallas, USA
01.1993 - 01.1995
- Oversee the Investor Reporting and Remitting department, located in Atlanta, from corporate headquarters in Dallas
- Train employees on proper reporting and remitting to FNMA, Freddie Mac and private investors
- Oversee the Investor Bank Reconciliation department
- Implement and document employee procedures for reporting and remitting and reconciliation
- Responsible for preparation of materials for Agency audits
Investor Reporting & Payment Processing Manager
Accubanc Mortgage Corporation
Dallas, USA
09.1989 - 01.1993
- Oversee the daily functions of the Investor Reporting and Remitting department
- Train employees on how to remit to FNMA, Freddie Mac, GNMA and private investors
- Oversee the daily functions of the Payment Processing departments (in house and lockbox processing)
- Reconcile incoming servicing transfers and service releases
- Manage escrow escheatment account
- Responsible for preparation of materials for Agency audits
- Perform special projects requested from management
Assistant Servicing Manager
Southland Mortgage Corporation
Irving, USA
11.1986 - 09.1989
- Oversee the daily functions of the Investor Accounting, Payment Processing, Customer Service and Collections department
- Responsible for preparation of materials for Agency audits
- Perform special projects for management
- Perform monthly bank reconciliations for Investor P&I and T&I accounts
Education
Mortgage Banking associate degree -
North Lake College
Irving, TexasSkills
- Multi-line phone system operation
- Proficient Typing Speed
- Visitor log management
- Call handling
- Lobby Management
- Spreadsheet tracking
Selectedachievements
- Received several FNMA, Freddie Mac and GNMA 'No Exceptions' audits.
- Taught Principles of Investor Accounting class at North Lake College, Irving, Texas, as part of the curriculum for a Mortgage Banking associate degree program.
Affiliations
- avid tennis player
- upland bird hunter
Timeline
Receptionist/Assistant
Ouidad Salon
03.2024 - Current
Independent Contractor/Consultant
ComRes Telecom Inc
01.2006 - Current
Independent Contractor/Consultant
Bluegreen Corporation
01.1995 - 01.2006
Independent Contractor/Consultant
Chase Mortgage
01.1995 - 01.2006
Independent Contractor/Consultant
IBM Southeast Employees FCU
01.1995 - 01.2006
Investor Reporting AVP
Bluebonnet Savings Bank
01.1993 - 01.1995
Investor Reporting & Payment Processing Manager
Accubanc Mortgage Corporation
09.1989 - 01.1993
Assistant Servicing Manager
Southland Mortgage Corporation
11.1986 - 09.1989
Mortgage Banking associate degree -
North Lake College
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