Monica Lee
Jacksonville
Summary
Mortgage and operations professional with 8+ years of experience supporting home lending, funding, compliance, and loan operating systems. Proven expertise in Encompass, UAT testing, escalation management, and cross-functional collaboration. Known for sound judgment, regulatory focus, and driving efficiency in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Senior Operations Specialist
JP Morgan Chase & Co.
01.2016 - Current
- Review and manage mortgage closing and funding documentation to ensure regulatory compliance.
- Serve as SME for Encompass workflows, escalations, and production issue resolution.
- Lead and support UAT, regression testing, and system rollouts across business channels.
- Partner with Product, Technology, Legal, and Risk to implement scalable process improvements.
Home Mortgage Specialist
Wells Fargo Home Mortgage
01.2015 - 01.2016
- Specialized in foreclosure avoidance and collections; negotiated repayment solutions while maintaining compliance.
Care Consultant (CCT)
Florida Blue
01.2011 - 01.2014
- Supported members with benefits and claims resolution while meeting quality and service standards.
Education
Some College Coursework -
Florida A&M University
Skills
- Mortgage Operations & Funding
- Encompass LOS
- UAT & Regression Testing
- Regulatory Compliance
- Process Improvement
- Escalation Management
- Stakeholder Communication
- Excel & PowerPoint
Timeline
Senior Operations Specialist
JP Morgan Chase & Co.
01.2016 - Current
Home Mortgage Specialist
Wells Fargo Home Mortgage
01.2015 - 01.2016
Care Consultant (CCT)
Florida Blue
01.2011 - 01.2014
Some College Coursework -
Florida A&M University