Michelle Lor
Fort Mill,SC
Summary
Document Processing Specialist developing and implementing document control and management strategies. Stores documents correctly for easy employee access. Excellent communication and organizational skills, with proficiency in standard office software and attention to detail.
Overview
9
9
years of professional experience
Work History
Records Management Supervisor
RoundPoint Mortgage Servicing Corporation
2022.05 - Current
- Reviewed and monitored key performance indicators (KPIs) monthly to ensure department is meeting business SLA of 95% or higher.
- Promoted efficient document processing by maintaining an orderly and clean control room.
- Verified and prepared 3-5 invoices monthly for department operations.
- Worked with lien release vendors and clients to ensure all lien releases were processed within state timelines to prevent escalations.
- Led a team of 8-15 records specialists with varying roles from entry-level to senior-level.
- Reviewed department procedures quarterly and updated procedures guides to reflect the most accurate and current processes.
- Collaborated across departments and levels of management to gain consensus on procedural documentation.
- Identified areas of weakness and recommended or implemented process improvements.
- Managed regulatory requirements and audit support needs by completing and submitting accurate paperwork.
- Completed transmittal logs and stored in files for specified durations.
- Assisted in continuous improvement activities while developing and maintaining resulting documents.
- Worked with internal team members to remedy issues with preemptive solutions.
- Maintained organized and efficient document flows by using excellent planning and multitasking skills.
- Assisted with inbound and outbound document processes, document sorting, logging, and work order creation.
- Created Excel VBA script that increased trailing document processing production by 50%.
- Maintained client and vendor relationships by scheduling weekly meetings, following up on inquiries, and prioritizing client and vendor tasks.
- Oversaw mailroom operations, ensuring all incoming mail was distributed, and all outgoing mail is processed for pickup.
Records Management Specialist
RoundPoint Mortgage Servicing Corporation
2021.03 - 2022.05
- Prepared and QC 40 lien releases weekly while adhering to state timelines.
- Processed 300+ trailing documents daily by verifying document type and shipping to custodian locations.
- Managed offsite storage inventory account and requested inventory as needed.
- Processed 30 loan modifications monthly and submitted completed modifications to loss mitigation.
- Managed two lien release inboxes by responding to 25 emails daily.
- Wrote 5-6 procedures and quick reference guides to streamline department processes.
- Processed 100+ specialty trailing documents by completing necessary transmittals and data points
- Trained 6 new specialists to ensure a seamless onboarding process.
- Engaged in daily communications with internal partners and identified document-related issues that required interdepartmental cooperation.
- Scanned paper documents into a computer and assigned identification numbers to simplify the tracking process.
- Contacted document requestors and obtained additional information required to process document requests.
Document Control Specialist
Vital Records Control
2019.05 - 2021.03
- Prepared over 1000 documents daily for scanning according to customer guidelines and directions
- Scanned and indexed 600 documents daily following customer specifications
- Maintained multiple client databases by entering and updating client information.
- Maintained document control system and updated work instructions, procedures, and associated databases.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing the operation of office equipment.
Office Assistant
Gillings School Of Public Health
2014.08 - 2015.01
- Completed clerical tasks such as filing, copying, and distributing mail.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Ordered office supplies and kept the office stocked with needed resources to operate smoothly.
- Delivered clerical support by handling a range of routine and special requirements.
- Answered incoming phone calls and transferred to staff members or provided requested information.
- Designed and printed name tags, sign-in sheets, and handouts for meetings.
Education
Bachelor of Science - Business Administration
Winthrop University
Rock Hill, SC05.2026
Associate in Applied Science in Business Administration, Major in Accounting -
York Technical College
Rock Hill05.2022
Skills
- Generating Reports
- Proficient in 10-Key
- Data Entry
- Customer Service
- Microsoft Office
- Proficient in Black Knight (MSP)
- Proficient in Ellie Mae (AIQ)
- Sharepoint
- Process Improvement
- Loan Portfolio Monitoring
- Document Analysis
- Invoice Preparation
Timeline
Records Management Supervisor
RoundPoint Mortgage Servicing Corporation
2022.05 - Current
Records Management Specialist
RoundPoint Mortgage Servicing Corporation
2021.03 - 2022.05
Document Control Specialist
Vital Records Control
2019.05 - 2021.03
Office Assistant
Gillings School Of Public Health
2014.08 - 2015.01
Bachelor of Science - Business Administration
Winthrop University
Associate in Applied Science in Business Administration, Major in Accounting -
York Technical College
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