Mia Schultz
Austin
Summary
Dynamic Mortgage Closing Specialist with proven expertise at Madison Settlement Services, LLC, excelling in closing document accuracy and financial audits. Skilled in Microsoft Excel and effective team collaboration, I have successfully resolved discrepancies and enhanced operational efficiency, ensuring seamless transactions and client satisfaction in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Mortgage Closing Specialist
Madison Settlement Services, LLC
12.2024 - Current
- Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors.
- Interpreted borrower's assets and income to satisfy loan conditions and requirements.
- Coordinated with sellers, buyers, escrow agents, and real estate agents to complete loan submissions and scheduled closing dates.
- Utilized Qualia and Resware to create memos and invoices for title companies and closing attorneys.
- Prepared deeds and leases, closing statements and purchase agreements.
- Produced closing instructions and coordinated with title company to monitor closing and funding.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Account Administrator
The Boon Group
05.2024 - 11.2024
- Generated invoices upon receipt of billing information and tracked collection progress.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Created detailed expense reports to facilitate reimbursement for business expenses
incurred. - Effectively communicated with clients about payment needs and kept updated, detailed
and accurate ledgers. - Input financial data and produced reports using salesforce and insight.
- Submitted cash and check deposits and generated cash receipts to record money
received. - Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and
payments.
Optimization Analyst
Bridgepointe Technologies
05.2022 - 05.2024
- Executed audit phases and entered data into TEM accounting Streamline software for analysis.
- Maintained good working relationships with vendors and resolved disputes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Evaluated financial records to detect errors and discrepancies.
- Conducted detailed financial analysis to identify and evaluate changes in operations,
trends and potential areas of improvement. - Identified, researched, and resolved billing variances to maintain system accuracy and
currency - Evaluated customer needs and feedback to drive product and service improvements.
- Generated reports detailing findings and recommendations.
Escrow Assistant
Williston Financial Group
10.2021 - 02.2022
- Returned executed loan packages to lender for review and approval in accordance with
lender instructions. - Examined purchase and sale agreement for potential items of concern and addressed
immediately.
Maintained open communication with lenders, brokers and borrowers. - Entered data into various computer systems accurately using Microsoft Office Suite.
Entered invoices requiring payment and disbursed amounts via check, electronic transfer
or bank draft. - Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
- Maintained open communication with lenders, brokers and borrowers.
UHC Customer Service Representative
Teleperformance
07.2018 - 06.2021
- Documented and detailed calls and complaints using call center's CRM database.
- Adhered to company policies and scripts to consistently achieve call-time and quality
standards. - Gathered information, assessed and fulfilled callers' needs and educated on important
policies and procedures. - Maintained confidential patient, employee and company information in compliance with
company policies and regulatory requirements. - Scheduled appointments with applicants to gather information and explain benefits
processes. - Assured timely verification of insurance benefits prior to patient procedures or
appointments. - Assisted patients with understanding personalized insurance coverage and benefits.
- Complied with HIPAA guidelines and regulations for confidential patient data.
- Answered up to 200 incoming calls in busy, fast-paced global call center.
Education
Associate of Arts -
Central Texas College
Killeen, TX12-2024
Skills
- Closing expertise
- Efficient title document organization
- Accounts receivable oversight
- Audit process facilitation
- Experienced with Microsoft Excel
- Report development
- Effective team collaboration
Timeline
Mortgage Closing Specialist
Madison Settlement Services, LLC
12.2024 - Current
Account Administrator
The Boon Group
05.2024 - 11.2024
Optimization Analyst
Bridgepointe Technologies
05.2022 - 05.2024
Escrow Assistant
Williston Financial Group
10.2021 - 02.2022
UHC Customer Service Representative
Teleperformance
07.2018 - 06.2021
Associate of Arts -
Central Texas College
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