Melissa Soto
Avondale,AZ
Summary
Business-minded Document Control Coordinator proudly offering over 10 years' experience in making effective decisions and archiving different types of documents. Well-rounded administrative professional known for taking on special projects with positivity and accuracy. Dedicated to overseeing document filing and highly trained in workflow supervision.
Overview
15
15
years of professional experience
Work History
Sr. Criminal Financial Court Operations Specialist
Clerk Of The Superior Court
Phoenix, AZ
10.2021 - Current
- Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts and updating computer systems.
- Maintained confidential files containing case information and other sensitive data.
- Verified accuracy of case documents prior to submission to ensure compliance with relevant laws and regulations.
- Performed data entry tasks to keep records up-to-date and accurately entered into the system.
Account Protection Specialist -S.H.I.E.L.D
American Express
Phoenix, AZ
11.2019 - 10.2021
- Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
- Used multiple data sources to derive end-to-end fraud performance metrics.
- Communicated with customers and company personnel, utilizing active listening and interpersonal skills.
- Analyzed and reviewed confidential and highly sensitive investigative material concerning various parties.
Expeditor
Nova Home Loans
Scottsdale, AZ
06.2017 - 11.2019
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Met with applicants to obtain information to streamline loan application process, fielding questions regarding steps.
- Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
Loan Document Specialist
New American Funding
Goodyear, AZ
02.2015 - 06.2017
- Managed document processes through scanning, filing and transmitting while following all standard procedures.
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
- Organized, filed and maintained customer, department and regulatory loan records.
- Worked with third-party vendors to address and clear loan closing requirements.
Loan Document Specialist
Top Flite Financial Inc.
Phoenix, AZ
12.2013 - 02.2015
- Liaised between borrowers and realtors, title companies and loan company management.
- Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
- Examined and verified information in loan application and closing documents.
- Organized, filed and maintained customer, department and regulatory loan records.
Loan Document Specialist
Security National Mortgage Company
Glendale, AZ
02.2011 - 12.2013
- Handled routine and complex inquiries from customers, title companies and vendors each day.
- Audited files regularly to detect and correct paperwork and processing errors.
- Worked with third-party vendors to address and clear loan closing requirements.
- Conveyed acceptance or rejection to customers by mail, telephone, or in person.
Loan Document Processor
Wells Fargo Home Mortgage
Tempe, AZ
03.2009 - 02.2011
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
- Managed conditions sent from underwriting departments.
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Completed closing process by collaborating with attorneys, title companies and government clerks.
Education
Associate of Science - Medical Assisting
College America - Phoenix
Phoenix, AZ08.2012
Skills
- Relationship building
- Records maintenance
- Document distribution
- Friendly, positive attitude
- Decision-making
- File indexing
- Reliable & trustworthy
- Conflict resolution
- Team building
Languages
Spanish
Native/ Bilingual
References
- Mark Van Osdel - Clear to Close Mortgage - Loan Officer - (602)-434-6530
- Luis Peralta - New American Funding - Loan Officer - (602) 705-9100
- Ara Ortiz- Nova Home Loans- Sr. Loan Processor- (602)819-0774
Timeline
Sr. Criminal Financial Court Operations Specialist
Clerk Of The Superior Court
10.2021 - Current
Account Protection Specialist -S.H.I.E.L.D
American Express
11.2019 - 10.2021
Expeditor
Nova Home Loans
06.2017 - 11.2019
Loan Document Specialist
New American Funding
02.2015 - 06.2017
Loan Document Specialist
Top Flite Financial Inc.
12.2013 - 02.2015
Loan Document Specialist
Security National Mortgage Company
02.2011 - 12.2013
Loan Document Processor
Wells Fargo Home Mortgage
03.2009 - 02.2011
Associate of Science - Medical Assisting
College America - Phoenix
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