Miguel Garcia

· Ensure timely and accurate reporting, remitting, and reconciliation to various mortgage investors.

· Prepare month-end reports.

· Respond promptly and appropriately to client and investor inquiries.

· Maintain proper records of loan and pool level security balances, as well as test and expected principal, interest, and cashbook reports.

· Interact with all levels of the organization.

· Transfer all new loan sales before the cutoff, ensuring they are recorded with the correct unpaid principal balance (UPB), service fee, and investor loan number.

· Utilize Excel and MSP software effectively.

· Assisting customers and carriers with service-related inquiries.

· Managing freight forwarding tasks, including booking and issuing delivery orders.

· Tracking and logging information in the system.

· Preparing and clearing shipments.

Organizing files.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.