Summary
Overview
Work History
Education
Skills
Profile
References
Timeline
Generic

Marlon Wolfe

Pflugerville,TX

Summary

To obtain and excel in a permanent role with growth opportunities while being able to contribute and cultivate my previous experience, adaptability and exceptional customer service skills.

Overview

16
16
years of professional experience

Work History

Debt Recovery Analyst – Contractor (GS-07 Level)

NAI Personnel – U.S. Treasury | Bureau of the Fiscal Service
Austin, TX
01.2024 - 04.2024
  • Assisted in government-wide debt collection to consolidate the amount of delinquent debt owed to the government through efficient processes through receiving inbound calls.
  • Processed customer payments utilizing Artiva Web database.
  • Obtained all required supporting documents from debtor/customer and analyzed financial statements to set-up payment arrangements of delinquent debt.
  • Reviewed and analyzed correspondence and documents to include, but not limited to tax documents, financial statements, hardship letters and asset review using the Integrated Document Management System (IDMS) and agency profiles using cross-servicing applications.
  • Accessed multiple automated tools and applications (i.e. Treasury Offset Web Client and cross-servicing databases, knowledge management, etc.) containing debtor information and reference material.

Financial Operations Research

Apple via Apex Systems
Austin, TX
01.2023 - 04.2023
  • Handled critical customer tasks and extraordinary scenarios from frontline specialists.
  • Resolved unusual situations including outreach and follow up.
  • Coordinated and worked cross-functionally to prevent and resolve critical issues.
  • Clarified customer issues and determined the root cause of problems to resolve product or service complaints.

Sr. Loan Processor

Spring EQ LLC
Philadelphia, PA
05.2021 - 04.2022
  • Submitted closing requests to the title company/closing department once the loan is clear to close.
  • Requested payoffs, appraisals, VOE’s, title commitment revisions and various third party documentation such as credit supplements, flood certs, 4506-Ts, tax transcripts, etc.
  • Provided quality customer service to customers and liaison between various departments.

Sr. Loan Processor

Canopy Mortgage
Lindon, UT
06.2020 - 04.2021
  • Processed Conventional, FHA, and VA loans.
  • Performed welcome calls and sent welcome emails which included requesting borrower conditions.
  • Assisted specialty departments in ordering appraisals using Mercury Network, ordering VOE's, tax transcripts, mortgagee clause updates on homeowners insurance policies, title packages, closing disclosures, payoffs, etc.

Debt Recovery Analyst – Contractor (GS-07 Level)

NAI Personnel – U.S. Treasury | Bureau of the Fiscal Service
Austin, TX
04.2019 - 06.2020
  • Assisted in government-wide debt collection to consolidate the amount of delinquent debt owed to the government through efficient processes through receiving inbound calls.
  • Obtained all required supporting documents from debtor/customer and analyzed financial statements to set-up payment arrangements of delinquent debt.
  • Reviewed and analyzed correspondence and documents to include, but not limited to tax documents, financial statements, hardship letters and asset review using the Integrated Document Management System (IDMS) and agency profiles using cross-servicing applications.
  • Accessed multiple automated tools and applications (i.e. Treasury Offset Web Client and cross-servicing databases, knowledge management, etc.) containing debtor information and reference material.

Senior Loan Processor

American Advisors Group – Reverse Mortgage
Austin, TX
01.2017 - 04.2018
  • Requested and analyzed tax transcripts, financial/bank statements, property tax documentation, assets, paystubs, credit reports, title commitments, surveys, updated mortgagee clauses for insurances, etc.
  • Liaised between loan officers, sales managers, underwriters, closers, etc.
  • Mailed welcome packages.

Closing Coordinator

Express Employment Professionals – EPIC
Austin
11.2015 - 02.2016
  • Scheduled closings for refinancing borrowers.
  • Requested borrower’s authorizations and payoffs.

Central Appraisal Specialist

DHI Mortgage – D. R. Horton
Austin, TX
05.2015 - 10.2015
  • Requested, analyzed and uploaded appraisals, appraisal corrections and final inspections for FHA, VA, CONV, and USDA loans.
  • Communicated with loan officers, processors, underwriters, and branch managers regarding appraisal statuses.

Home Loan Processor III

Wells Fargo Home Mortgage
Round Rock, TX
08.2012 - 01.2013
  • Electronically submitted FHA, VA, CONV loans within 7-10 days for final approval.
  • Requested and analyzed tax transcripts, bank/financial statements, property tax documentations, assets, income documentations, payoffs, HOA verifications, HOI mortgagee clause updates, credit reports, etc.
  • Provided outstanding teamwork updates internally to loan officers, sales managers, underwriters, etc.

STL Call Center Rep

EZ CORP
Austin, TX
10.2011 - 08.2012
  • Structured payment arrangements for delinquent borrowers.
  • Serviced inbound and outbound calls regarding delinquent accounts.

CSR I – Collections

OneWest Bank via Guaranty Bank
Austin, TX
09.2009 - 09.2010
  • Provided excellent customer service in the mortgage collections call center.
  • Processed mortgage payments, structure payment plans for delinquent customers.
  • Processed money transfers and debit card orders and cancellations.

Merchant Teller

Wells Fargo Bank – Consumer & Commercial Banking
Brea, CA
12.2007 - 02.2009
  • Provided quality customer service.
  • Processed wire transfers, deposits, and withdrawals.

Education

Some college courses -

Fullerton College
Fullerton, CA
01.2009

High School Diploma -

H. L. Bourgeois High School
Gray, LA
01.2002

Skills

  • Attention to detail
  • Communication skills
  • Organizational abilities
  • Time management
  • Independent work
  • Team collaboration
  • Stakeholder liaison
  • MS Office proficiency
  • G-Suite proficiency
  • Windows expertise
  • Software knowledge
  • Operating systems expertise
  • Research capabilities
  • Confidential information management
  • Sound judgment
  • Quality assurance
  • Performance metrics
  • Positive mindset

Profile

Results-driven professional with a strong background in debt collection and customer service. Proven ability to enhance operational efficiency through meticulous attention to detail and effective communication. Experienced in managing confidential information and collaborating with stakeholders to meet organizational objectives. Combined experience of three years processing forward and reverse mortgages.

Committed to continuous learning and contributing to team success in dynamic environments.

References

References available upon request.

Timeline

Debt Recovery Analyst – Contractor (GS-07 Level)

NAI Personnel – U.S. Treasury | Bureau of the Fiscal Service
01.2024 - 04.2024

Financial Operations Research

Apple via Apex Systems
01.2023 - 04.2023

Sr. Loan Processor

Spring EQ LLC
05.2021 - 04.2022

Sr. Loan Processor

Canopy Mortgage
06.2020 - 04.2021

Debt Recovery Analyst – Contractor (GS-07 Level)

NAI Personnel – U.S. Treasury | Bureau of the Fiscal Service
04.2019 - 06.2020

Senior Loan Processor

American Advisors Group – Reverse Mortgage
01.2017 - 04.2018

Closing Coordinator

Express Employment Professionals – EPIC
11.2015 - 02.2016

Central Appraisal Specialist

DHI Mortgage – D. R. Horton
05.2015 - 10.2015

Home Loan Processor III

Wells Fargo Home Mortgage
08.2012 - 01.2013

STL Call Center Rep

EZ CORP
10.2011 - 08.2012

CSR I – Collections

OneWest Bank via Guaranty Bank
09.2009 - 09.2010

Merchant Teller

Wells Fargo Bank – Consumer & Commercial Banking
12.2007 - 02.2009

Some college courses -

Fullerton College

High School Diploma -

H. L. Bourgeois High School

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Marlon Wolfe